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Throwing The Baby (Globalization) Out With The Bath Water (Deflation)

by Matt Gertken, Head of GeoMacro   Marko Papic, Chief Investment Strategist & Head of GeoMacro  

Signs that the median voter is moving to the left are everywhere. Markets will cheer the move as it means more government spending. In the long term, it depends if policymakers stop at fiscal stimulus. In this <i>Monthly Report</i>, BCA's <i>Geopolitical Strategy</i> reviews prospects for "Bremorse," latest in the U.S. election, Italian political crisis, tensions in South China Sea, and the long-term future of Europe.

BCAリサーチ | Geopolitical Strategy

A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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