Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
Strategy Report

Europe And China Need Rate Cuts, The US Doesn’t (Despite Trump’s Pleas)

by Dhaval Joshi, Chief Strategist  

Euro area and Chinese interest rates must fall much further to prevent monetary policy from becoming ultra-restrictive. But Trump’s attempts to force unwarranted rate cuts from the Fed risks a vicious backlash from the bond vigilantes.

Interested in the Executive Summary of this report?

Get instant access to this Executive Summary from BCA Research.

BCA Research | Counterpoint

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.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More