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Russia’s Stalemate, Italy’s Veto, Brazil’s Check On Populism (GeoRisk Update)

by Yushu Ma, Associate Editor   Matt Gertken, Chief Geopolitical/US Political Strategist  

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.

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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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