He also missed the gravy train by going underweight US equities in 2024, then said that the fed would raise rates lol. These kinda ppl are just there to be a talking head and keep themselves in the attentionsphere. I also can be a contrarian - China will beat US in AI and robotics in 2026. Ooo look at me i'm a chief strategist 🤣
This Contrarian Strategist Says Trump Is Predictable And The Fed Was Never Independent As He Makes These Bold Calls
Marko Papic of BCA Research finds grounds for disagreement with received wisdom on currencies, politics, stocks and bonds.Papic is a geopolitical strategist who thinks the new era of multipolarity will change the way investors look at the dollar, investments in the U.S. and commodities. Refreshingly for a strategist, BCA's Marko Papic isn't reticent with his opinions and rarely sits on the fence.Marko Papic is geopolitical and macrostrategist at BCA Research, hosts a podcast 'Geopolitical Cousins' and is a frequent commentator in various media. Rather than expressing concern about the Federal Reserve's autonomy, Papic told MarketWatch in an interview: "The Fed was never independent anyway." Instead of obsessing about what many observers believe is a chaotic approach to government, Papic maintains that "Donald Trump is very, very predictable.". More concerning for asset allocators, however, is Papic's bearish call on the dollar. Pressure on the Fed to lower rates will weigh on the curre
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