Trump’s Inauguration (And Our Election Model Post-Mortem)
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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.
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BCA | 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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