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Strategy Insight

US Economic Roundup

by Ryan Swift, Chief Strategist  

Core PCE inflation came in soft this morning and is tracking well below the Fed’s 2025 forecast. We highlight three upside risks to inflation and preview next week’s employment report.

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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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