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Strategy Report

The Next Move In Rate Expectations

by Ryan Swift, Chief Strategist  

The balance of risks favors accelerating wages and stable core inflation during the next few months. This will result in a move higher in rate hike expectations, benefitting Treasury curve flatteners.

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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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