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Yield Curve

It’s Finally Time For Japanese Curve Flatteners

From steepening to flattening. As the BoJ continues to tighten in 2026, we show why curve flatteners are finally the right trade.

Global Fixed Income Strategy by Robert Timper
The Hassett Premium

Our Portfolio Allocation Summary for December 2025.

US Bond Strategy by Ryan Swift
2026 Key Views: US Fixed Income
Special Report

Our key US fixed income views for 2026.

US Bond Strategy by Ryan Swift
Flying Blind

Our Portfolio Allocation Summary for October 2025.

US Bond Strategy by Ryan Swift
Stablecoins Spotlight

From Treasurys to tokenization, stablecoins are quietly becoming one of the most disruptive forces in global finance, with the power to compress yields, deepen dollar penetration, and shift the balance within crypto markets. Explore BCA’s latest insights on their growing impact.

Foreign Exchange Strategy by Artem Sakhbiev
Resilient NAB Survey Undercuts Dovish RBA Pricing
Australia’s NAB survey shows underlying resilience, reinforcing our underweight on ACGBs and the case for AUD flatteners vs. CAD steepeners. The August survey was mixed, with current conditions improving to 7 from 5, while business confidence softened to 4…
Daily Insights by Felix Vezina-Poirier
Gold Breakout Aligns With Yield Curve Steepening
Gold and steepeners remain core trades, supported by structural shifts in markets and policy. Gold broke out of the consolidation range it had been in since April, supported by central-bank buying and heightened policy uncertainty. Moreover, the…
Daily Insights by Felix Vezina-Poirier
Watch The Unemployment Rate

Our Portfolio Allocation Summary for September 2025.

US Bond Strategy by Ryan Swift
Trading Global Yield Curves: Where Steepeners Still Work
Special Report

Monetary policy surprises shape curve trade returns. We show where steepeners and flatteners offer the best risk-reward in today’s market.

Global Fixed Income Strategy by Robert Timper
Is The Labor Market Slowdown For Real?

Our Portfolio Allocation Summary for August 2025.

US Bond Strategy by Ryan Swift

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