Cross-Asset Focus
Look Past Fiscal Policy for Real Yield Drivers
Real yields remain near 2%, but structural asymmetries justify a duration overweight as inflation expectations stay anchored. US 10-year yields have been volatile, testing 4.80% in January and dropping below 4.0% after April’s Liberation Day. Meanwhile, long…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Stay on top of market events and BCA's latest ideas, with high value, timely insights delivered to your inbox daily.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.