Trump: Budget, Borders, And Gaza
The budget process and debt ceiling will cause stock and bond market volatility. US trade policies will provoke foreign pushback at a time of stretched valuations. Hence US politics and geopolitics will be bullish for US energy, but bearish for the internationally exposed US tech sector.
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BCA Research | US Political Strategy
This strategy is unlike any other financial market research on US politics and policy because we use the geopolitical method, not Beltway conventional wisdom, to analyze risks and opportunities for major equity sectors.
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