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G10 Macro Rates Market Analysis – Weekly Review – 24th Feb 2020

25 February 2020

With the Pacific G10 Macro Rates Team

Global Macro Overview
Last week we observed continued divergence between equity and fixed income markets. While Fixed Income markets started to price in a very benign global growth outlook due to concerns about the spread of coronavirus, the S&P reached new highs on Wednesday and rebounded back on Thursday and Friday.  

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G10 Macro Rates Market Analysis – Weekly Review – 17th Feb 2020

17 February 2020

With the Pacific G10 Macro Rates Team

Global Macro Overview
Interest rate markets were trading with caution over the last week trying to navigate through the coronavirus headlines, politics and macroeconomic data. Yield on the 10-year US Treasuries was stuck in a narrow (less than 10bps) corridor the whole week. At the same time, equities continued grinding higher despite the uncertainty and unquestionably lower (short- to medium-term) global growth prospects that is starting to show in the data. 

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G10 Macro Rates Market Analysis – Weekly Review – 10th Feb 2020

10 February 2020

With the Pacific G10 Macro Rates Team

Global Macro Overview
Coronavirus related headlines continued to dominate financial markets last week. Once again G10 interest rates paid little attention to strong fundamental data with government bonds selling off in the first half of the week and then rallying back into the weekend. 

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G10 Macro Rates Market Analysis – Weekly Review – 3rd Feb 2020

03 February 2020

With the Pacific G10 Macro Rates Team

Global Macro Overview
Despite many countries releasing Q4 GDP and inflation data, along with two major central bank meetings (The Fed and the Bank of England), last week’s fundamental information was largely ignored, with the focus firmly on the outbreak of the Coronavirus and its potential impact on global growth.  

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