What We Learned In 2025
Published on
Late December is time for relaxation and reflection. We sincerely hope that all our clients and friends have had the time to defragment their brains over the past two weeks. The geomacro Vol is unlikely to let up in 2026. We will all need stamina and clarity for what lies ahead.
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.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.