She’s Just Wanna Do It For The ‘Gram
公開日
The announced US-China deal has taken everyone – even us, the authors of the implicitly bullish Seven Steps of Maximum Pressure – by surprise. President Trump has signaled a pause in the fight against China. Yes, the situation can reverse, but when your Secretary Treasury says things like “neither side wants to decouple,” the world should listen.
BCA | GeoMacro
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
BCAとつながり続ける
最新のイベントおよびリサーチインサイトをメールでお届けします。