Strategy Insight
Split Decision
The Fed’s 2025 interest rate projections reveal two camps within the committee. One group looking for no rate cuts this year and another looking for 50-bps of easing. We think the second group’s forecast will turn out to be more accurate.
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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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