Webcast
BCA's Q3 FICC (Fixed Income, Commodities & Currencies) Outlook
Global Fixed Income Strategy
US Bond Strategy
Commodity & Energy Strategy
Foreign Exchange Strategy
14 Jul 2026
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.