地政学的ストラテジー
Special Report
Why Canada Will Not Become America – Yet
Should investors take seriously the possibility of Canada becoming part of the US? We strongly argue that such a union is not in the cards. Conservative America will fight it tooth and nail, despite President Donald Trump’s suggestions. There is no mythical “conservative Canada.” The entire country is as liberal as the state of Vermont, with Alberta only as conservative as Minnesota. However, in the very long term, the probability is not zero.
BCAリサーチ | GeoMacro 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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