Portfolio Allocation Summary
The Spreading Slowdown
Spread product performance has been foreshadowing changes in market rate hike expectations since early last year, and the recent bout of weakness means it is probably time for the Fed to temper its hawkishness.
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.