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Webcast

BCA's Q3 FICC (Fixed Income, Commodities & Currencies) Outlook

14 Jul 2026

Ryan Swift

Ryan Swift

Chief US Bonds Strategist

Mathieu Savary

Mathieu Savary

Deputy Chief Investment Strategist | Head of FICC | Developed Markets, FX

Robert Timper

Robert Timper

Chief Global Fixed Income Strategist

Roukaya Ibrahim

Roukaya Ibrahim

Chief Commodity Strategist

Artem Sakhbiev

Artem Sakhbiev

Chief Strategist | Daily Insights

Please join Strategists, Mathieu Savary, with Ryan Swift, Roukaya Ibrahim, Robert Timper, and Artem Sakhbiev, for the BCA's Q3 FICC (Fixed Income, Commodities & Currencies) Outlook Webcast.

Tuesday, July 14
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST

Where they will discuss our take on the macro forces driving global fixed income, currencies, and commodities into year-end.

Topics to be discussed:

  • US rates under a Warsh-led Fed,
  • Where G10 central banks diverge from the Fed,
  • The best opportunities we see across global bond markets,
  • The dollar's path through year-end, and which currencies are set to win or lose most,
  • Whether the US-Iran de-escalation holds, and the read-through for oil and the broader commodity complex.

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