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…
According to BCA Research’s Geopolitical Strategy and The Bank Credit Analyst services, trade policy under a second Trump presidency represents the greatest cyclical risk to investors. In 2018, the Trump administration…
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…
Seasonal weather and price variability in the first quarter will dissipate, which will reduce the agita caused by the recent inflation scare. This will increase the Fed’s comfort level in initiating a rate-cutting cycle in June with…
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…