Strategy Insight
Downgrade Democrats’ Odds Of Winning The White House
The bond market should sell off and drag stocks down on higher odds of a single-party sweep, policy uncertainty, unorthodox Trump presidency, aggressive tariffs, large tax cuts, large budget deficits, labor shortages, a fired Fed chair, and higher inflation.
BCA Research | US Political Strategy
GeoMacro Strategy, Geopolitical Strategy, and US Political Strategy.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.