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Strategy Report

US Politics: Questions From The Road

by Matt Gertken, Chief Geopolitical/US Political Strategist  

Investors in Europe and the American West are already starting to think about the implications of the 2024 election, given that sticky inflation and tighter monetary policy keep the risk of recession elevated.

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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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