Securitized Products
Highlights Duration: The pace of rate hikes currently priced into the market is reasonable. However, we see strong odds that market expectations will move higher in the coming months, the result of continued strong economic data and the Fed starting to talk about tapering its asset purchases.…
Highlights Chart 1How Long Until Full Employment?
How Long Until Full Employment…
The BCA Research Global Asset Allocation (GAA) Forum will take place online on May 18th. We have put together a great lineup of speakers to discuss issues of importance to CIOs and asset allocators. These include the latest thinking on portfolio construction, factor investing, alternatives,…
Highlights Chart 1Back To Fair Value
Back To Fair Value…
Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (today at 10:00 AM EST, 3:00 PM GMT, 4:00 PM CET, 11:00 PM HKT). In addition, we are sending this Quarterly Chartpack that provides a recap of our key recommendations and some charts related to those…
Highlights Chart 1Inflation Indicators Hook Up
Inflation Indicators Hook Up…
Highlights Chart 12020 Returns
2020 Returns…
Highlights Chart 1Bond Yields & The CRB/Gold Ratio
Bond Yields & The CRB/Gold Ratio…
Highlights Chart 1Bond Yields Have Upside In A Blue Sweep
Bond Yields Have Upside In A Blue Sweep…
Highlights Chart 1Spending Held Up In August
Spending Held Up In August…