Strategy Report
Russia’s Stalemate, Italy’s Veto, Brazil’s Check On Populism (GeoRisk Update)
Russia’s conflict with the West will escalate and trigger more bad news for risky assets this fall. Beyond that, stalemate looms. Latin American equities present a potential opportunity once the macro and geopolitical backdrop improve.
BCA Research | Geopolitical Strategy
The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities.
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