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CoreMacro Strategy Report

The Real Reason To Own Bonds, And When To Buy Them

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The real reason to own bonds is for their higher propensity to melt up, but anticipating those melt-ups is crucial. We list four indicators to monitor closely in 2025.

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BCA | CoreMacro

BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.

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