An Imminent Pivot?
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Host Roukaya Ibrahim talks to BCA Research US Bond Strategist Ryan Swift about the economic forces driving Fed policy. Is the disinflation process progressing? What will be the impact of last month’s bank turmoil on Fed policy? And what will it take for the Fed to cut interest rates in H2?
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Host Roukaya Ibrahim talks to BCA Research’s Chief Geopolitical Strategist Matt Gertken about the outlook for cross-strait tensions and US-China relations following the recent election in Taiwan. 
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