Strategy Report
Will The Fed Spoil The Party?
Most financial assets are trading within the confines of the feedback loop between markets and Fed policy. Investors should avoid expensive assets such as spread product, and hold positions with attractive long-term value such as U.S. TIPS over nominal Treasuries and U.S. Treasuries over German bunds.
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BCA Research | Global Fixed Income Strategy
Our premier service on the direction of interest rates and overall debt market dynamics.
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