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Global Fixed Income Strategy
Strategy Report

2026 Global Inflation Outlook: More Disinflation And Markets Agree

by Robert Timper, Chief Global Fixed Income Strategist  
Inflation
Inflation Protected

In our 2026 inflation outlook, we explain why 2026 will bring more disinflation, upside risks remain contained, and how to position in ILBs across major markets.

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BCA Research | Global Fixed Income Strategy

One macro framework for rates, FX, credit, and commodities, helping investors connect cross-market signals and position with clarity and conviction.

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Topics

Inflation
Inflation Protected

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