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Strategy Report

Trump Tests Allies … Allies Test Trump

by Matt Gertken, Chief Geopolitical/US Political Strategist   Jesse Anak Kuri, Strategist  

US talks with Russia and China coincide with rising EU-Russia and Japan-China tensions. Stay overweight US assets and long Japanese yen. 

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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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