Global Fixed Income Strategy

Strategy Report

The Biggest Question Facing Each Central Bank

27 Feb 2018

BCA Research | Global Fixed Income Strategy

Global Fixed Income Strategy, US Bond Strategy, Foreign Exchange Strategy, and Commodity and Energy Strategy.

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Contents

Executive Summary / Insight
The Federal Reserve: "Is The U.S. Neutral Rate Now Higher?"
The ECB: "How Much Has The Euro Rally Damaged European Growth?"
The Bank Of England: "Will Faster Wage Growth Offset Brexit Uncertainty?"
The Bank Of Japan: "Will A Stronger Yen Tip Japan Back Into Deflation?"
Bank Of Canada & Reserve Bank Of Australia: "How Much Spare Capacity Truly Exists?"
The GFIS Recommended Portfolio Vs. The Custom Benchmark Index
Duration
Regional Allocation
Spread Product
Global Bond Yields
Historical Returns

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Topics covered

Australia Economic Growth Economy Inflation/Deflation Monetary Policy Canada Developed Countries Europe Gov Sovereigns/Treasurys Japan United States UK Fixed Income