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Geopolitics

Executive Summary Unhappy Households Make Unhappy Voters Unhappy Households Make Unhappy Voters…
Executive Summary Russia Squeezes EU Natural Gas Russia Squeezes EU Natural Gas…
Executive Summary Biden Can Take Risks With Russia Third Quarter US Political Outlook: Last Ditch Effort…
    Executive Summary At our monthly view meeting on Monday, BCA strategists voted to change the House View to a neutral asset allocation stance on equities, with a slight plurality favoring an outright underweight. The view of the Global Investment Strategy service is somewhat…
Listen to a short summary of this report.     Executive Summary Higher Real Yields Have Weighed On Equity Valuations Higher Real Yields Have Weighed On Equity Valuations…
Executive Summary Autocracy Hurts Productivity Autocracy Hurts Productivity…
US-China: Re-Engagement Will Fail…
Russia To Retaliate Over NATO Enlargement…
Executive Summary Return Of The 'Pocketbook Voter' Biden's Anti-Inflation Campaign…
Executive Summary EU Embargoes Russian Oil Energy Cutoff Continues (GeoRisk Update…