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A Short Geopolitical Outlook For 2026

by Matt Gertken, Chief Geopolitical/US Political Strategist   Jesse Anak Kuri, Strategist   Yushu Ma, Strategist   Max Malakhveitchouk, Research Analyst    Junfei Guo, Research Analyst  

2026 will see geopolitical risk move sideways globally as the US pursues a ceasefire in the proxy war with Russia and a tariff truce with China ahead of midterm elections that will produce gridlock.

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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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