Global Fixed Income Strategy, Foreign Exchange Strategy
Strategy Insight
Deflation Takes Hold: Stay Long Bonds As The ECB Cuts
Europe’s deflation problem is getting harder to ignore. This week’s ECB cut is just the beginning — tariffs, the euro’s rally, and softening demand all point to more easing ahead. We explain what it means for yields, equities, and EUR/USD.
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BCA Research | European Investment Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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