Strategy Insight
Walz And The Electoral College Tie
Harris picked Walz to patch up her weak side in the electorally vital Midwest. But the US election will continue to weigh on risk appetite, stocks, and high-beta assets because the odds of a single-party sweep are at least 50%, probably higher. Policy uncertainty and risk premiums will rise, not fall, in the coming months.
BCAリサーチ | US Political Strategy
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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