Strategy Insight
The Fed Can’t Ignore The Labor Market Any Longer
Our labor market indicators have softened meaningfully during the past month but aren’t yet signaling an imminent recession. That said, the Fed can no longer ignore the labor market with the unemployment rate above 4% and rising.
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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.
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