Strategy Insight
Inflation Downtrend Intact
April’s CPI report was soft enough to justify a Fed pause in June. However, the overall economic data still don’t justify the magnitude of rate cuts priced into the yield curve.
BCA Research | US Bond Strategy
One macro framework for rates, FX, credit, and commodities, helping investors connect cross-market signals and position with clarity and conviction.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.