Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
Strategy Insight

Labor Market Springs To Life

by Ryan Swift, Chief Strategist  

The labor market tightened in January, significantly lowering the odds of a H1 2026 rate cut. Rate cuts driven by lower inflation are still likely in H2 2026.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

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. 

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.