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Global Fixed Income Strategy | US Bond Strategy | Commodity & Energy Strategy | Foreign Exchange Strategy

BCA's Q3 FICC (Fixed Income, Commodities & Currencies) Outlook

14 Jul 2026, 10:30 EDT / 15:30 BST

Ryan Swift

Ryan Swift

Chief Strategist

Mathieu Savary

Mathieu Savary

Head of FICC

Robert Timper

Robert Timper

Chief Global Fixed Income Strategist

Roukaya Ibrahim

Roukaya Ibrahim

Chief Strategist

Artem Sakhbiev

Artem Sakhbiev

FX Strategist

Please join Strategists, Mathieu Savary, with Ryan Swift, Roukaya Ibrahim, Robert Timper, and Artem Sakhbiev, for the BCA's Q3 FICC (Fixed Income, Commodities & Currencies) Outlook Webcast.

Tuesday, July 14
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST

Where they will discuss our take on the macro forces driving global fixed income, currencies, and commodities into year-end.

Topics to be discussed:

  • US rates under a Warsh-led Fed,
  • Where G10 central banks diverge from the Fed,
  • The best opportunities we see across global bond markets,
  • The dollar's path through year-end, and which currencies are set to win or lose most,
  • Whether the US-Iran de-escalation holds, and the read-through for oil and the broader commodity complex.