Featured Insights
The Yen Has Got Your Back
The yen constitutes an attractive insurance asset in portfolios with a pro-risk bias. In recent months, there has been the +130-basis-point move in favor of Japanese yields. The gap between the USD/JPY and real rates has opened up a rare arbitrage…
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BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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