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Our colleague Matt Gertken has penned a sober analysis on the midterms, calling for a Democratic Party sweep in 2026. It is a measured, data-driven, analysis that we encourage you to read.

This quick Insight is neither sober nor data driven. It is hyperbolic and based on “vibes.” 

BCA Research | 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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