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GeoMacro Beta Report

Trade Wars Don’t Work In A Multipolar World

Published on

Waging trade wars in a global multipolar order is folly. The US trade war against China has been an utter disaster for Washington, DC. None of its goals have been accomplished, whereas Beijing is making significant inroads into new markets. Somewhat heretically, we suggest that American policymakers will eventually realize this reality and pivot towards a surprising new strategy.

BCA Research | 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.

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