Strategy Insight
Back In The Soft Landing Zone
The bond market priced out a lot of recession risk after this morning’s employment report, and the 10-year Treasury yield has moved back into the Soft Landing Zone. We assess the data and consider whether we need to change our cyclical positioning.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | US Bond Strategy
This service assumes the posture of a US fixed-income portfolio. We make recommendations for portfolio duration and fixed-income sector allocation.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.