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This Trump Is Different: Three Geopolitical Views For 2025

Our Geopolitical Strategy team published their annual outlook, and see three trends shaping 2025.   First, Congress is expected to pass tax cuts by the end of 2025, providing a fiscal thrust of 0.9% of GDP in 2026. This stimulus will likely…

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BCAリサーチ | Daily Insights

Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.

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