US Bond Strategy

Special Report

2026 Key Views: US Fixed Income

28 Nov 2025

by Ryan Swift, Chief Strategist

Our key US fixed income views for 2026.

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BCA Research | US Bond Strategy

This service assumes the posture of a US fixed-income portfolio. We make recommendations for portfolio duration and fixed-income sector allocation.

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Contents

Executive Summary
Key View #1: Above-Benchmark Portfolio Duration
Key View #2: Stick With Treasury Curve Steepeners
Key View #3: Move To Neutral TIPS Versus Nominals
Key View #4: Underweight Corporate Bonds
Key View #5: Overweight Current Coupon Agency MBS

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Topics covered

High-Yield Labor Market Recession-Hard/Soft Landing Corporate Profits Corporate Bonds Corporate Economy Inflation/Deflation Monetary Policy Developed Countries Gov Sovereigns/Treasurys MBS Inflation Protected United States Investment Grade Securitized Products Yield Curve Fixed Income