Strategy Insight
Stagflation Today, Recession Tomorrow
High US inflation is being driven by tariffs, not domestic inflationary pressure. This argues for Fed easing and a bull-steepening of the Treasury curve.
Interested in the Executive Summary of this report?
Get instant access to this Executive Summary from BCA Research.
BCA Research | US Bond Strategy
Global Fixed Income Strategy, US Bond Strategy, Foreign Exchange Strategy, and Commodity and Energy Strategy.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.