Trump’s Inauguration (And Our Election Model Post-Mortem)
Inauguration Day or shortly thereafter will see either a global tariff of 10% or targeted but substantial tariffs on China, Mexico, and Canada. Treasury yields will rise on tax cuts, the dollar will stay strong, yet oil will also continue to rally, causing equity volatility in the near term.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
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.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.