Strategy Report

Will Democrats Win Another Full Sweep? Not Likely

02 Sep 2024

by Yushu Ma, Associate Editor Matt Gertken, Chief Geopolitical/US Political Strategist

Democrats will not win a full sweep and implement drastic new tax hikes. However, our quant model still favors them to win the White House and just upgraded their odds. While we expect equity volatility around the election, investors do not need to worry about corporate tax hikes.

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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.