Treasuries After Liftoff: Breadth Of The Recovery Matters

Fed Chair Yellen has repeatedly stressed that rate hikes will proceed “gradually” and the committee’s median forecasts call for only four 25bp rate hikes in the first year following liftoff and five in the second. The extent to which this expected pac … [More.]

BCA Research introduces BCA Edge: The Future of Investment Research

BCA has successfully launched Edge, an innovative platform designed to close the gap between research and investment decision-making. Designed directly with—and for— today’s investment professionals, BCA Edge is the most technologically advanced in … [More.]

Is The Fed A Real Threat To EM?

A common assumption among many market commentators and investors is that emerging markets (EM) are vulnerable because of expected rate hikes by the U.S. Federal Reserve. Although intuitively this thesis seems reasonable, our EM strategists note that … [More.]

Are JGBs Next?

The German Bund slaughter raises the question of whether JGBs are the next in line, especially given the improving Japanese economic backdrop. The steepening of the JGB curve so far appears to have been driven by the global bond selloff, which … [More.]

Dr. Ben S. Bernanke to be the Opening Speaker at BCA’s Investment Conference in New York City

Dr. Ben S. Bernanke, Chairman, The Federal Reserve System (2006-2014) leads list of speakers at BCA’s 2015 Investment Conference Given the impressive list of names of who will be participating in BCA’s 2015 Investment Conference in New York Cit … [More.]