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G10 Macro Rates Market Analysis – Weekly Review – 14th December 2020

14 December 2020

With the Pacific G10 Macro Rates Team 
The big event last week was the December ECB meeting, which was much anticipated as Lagarde had hinted strongly that action was forthcoming. They delivered just enough to keep markets happy. Delivering a Euro 500bn increase for the PEPP and extension to mid-2022 along with TLTROs, but no rate cut. Favourable financing conditions were preserved, but not enough to stop ECB forward guidance on inflation being revised lower to a sub target 1.4% in 2023. 

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G10 Macro Rates Market Analysis – Weekly Review – 7th December 2020

08 December 2020

With the Pacific G10 Macro Rates Team 
Last week started with Chinese data showing strong PMIs and CPI as expected. South Korean trade data was also strong, showing good underlying regional demand.  

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Multi-Asset – CIO Monthly View – December 2020

03 December 2020

CIO Monthly View with Will Bartleet, CIO and multi-asset portfolio manager at Pacific Asset Management

Equity markets rallied sharply in November as positive news of a COVID-19 vaccine lifted sentiment. The market was driven firstly by the US election, which despite not being resolved over the night of the 3rd of November due to mail-in ballot counting, led to Joe Biden being declared president elect. The second key driver for markets over the month was the announcement of the results of phase 3 trials for the coronavirus vaccines from Pfizer/BioNTech, Moderna and AstraZeneca.  

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