Strategy Insight
Ukraine Ceasefire A Tailwind For Europe
President Trump is negotiating a ceasefire in Ukraine. This will be a marginal headwind to some commodities which benefitted from the conflict like natural gas and wheat, and will be a marginal tailwind for European assets, specifically EM Europe. Use Trump’s tariff shock as an opportunity to buy European assets.
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BCA Research | Geopolitical Strategy
GeoMacro Strategy, Geopolitical Strategy, and US Political Strategy.
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