Global Fixed Income Strategy, Foreign Exchange Strategy
Strategy Insight
ECB Meeting Post-Mortem: A Deceleration, Not A Pivot
The ECB is changing its tone, but don’t call it a pivot. Slower cuts, sticky disinflation, and a soft growth patch shift the opportunity set. We break down the tactical bond trades and why EUR/USD dips are still for buying.
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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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