According to BCA Research’s US Political Strategy service, Biden’s domestic political actions are limited and in combination with the overbought and overpriced US equity market, Biden’s desperation, and the need…
The US Presidential election is eight months away. In this report, we will be looking at what is left of President Biden’s political capital and his room for actions in the next few months which may include market-negative actions…
According to BCA Research’s US Political Strategy service, the Democrats are still favored for reelection due to the resilient economy, but President Biden’s victories on Super Tuesday had not positively affected his…
Democrats are still slightly favored for reelection as the incumbent party is presiding over a growing economy. However, Biden’s strong showing in the primary election is not lifting his popular approval yet, and that is a worrying…
Though there are some positive signals recently for the Democrats, it is still hard for them to close the gap and turn things around. The Republicans are still favored to win the Senate as well as the House in the upcoming election…
According to BCA Research’s Geopolitical Strategy service, European political risk is turning up again. Increased European political risk is not because of the European parliamentary elections, which will see right-wing…
While 2024 will see various election risks, global geopolitical uncertainty is driven by the US election and its struggle with Russia, China, and Iran. The stock market can manage local domestic political risk. But it will correct…
According to BCA Research’s US Political Strategy service, Biden’s approval rating may have bottom, but it faces limited upside. Speculation about Biden stepping down has been rife since the special counsel report…
Democrats remain favored for reelection in 2024, which implies gridlock and policy status quo in 2025. That is not negative for stocks in the near term. However, economic, political, and geopolitical risks will escalate from here,…