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G10 Macro Rates Market Analysis – Weekly Review – 18th January 2021

18 January 2021

With the Pacific G10 Macro Rates Team 
Last week saw the market re-appraised the odds of tapering in the US, after the FOMC re-emphasised it would be a function of economic resilience. This was interpreted as a pushback on timing and resulted in the benchmark UST 10yr backing down below 1.10% after touching a 10-month high 1.18%. 

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G10 Macro Rates Market Analysis – Weekly Review – 11th January 2021

11 January 2021

With the Pacific G10 Macro Rates Team 
Welcome to the first Pacific G10 Macro weekly for 2021, which continues the madness of 2020 with harsh lockdowns and an attempted “coup” in Washington DC. The only predictable event was both sides claiming a victory after the eventual resolution of a trade deal on Brexit. Elsewhere positive numbers were reported from China, Taiwan and South Korea on trade, export, survey and industrial production. These announcements led to a stock indices putting in healthy returns for the end of year and a relatively limited response from government bonds. 

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Multi-Asset – CIO Monthly View – January 2021

04 January 2021

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

Equity markets rounded off an extraordinary year with gains in most markets. The global roll out of the vaccine for COVID-19 began in the UK, which was the first country to approve the Pfizer/BioNTech vaccine. The UK’s Medicines and Healthcare products Regulatory Agency also approved the AstraZeneca/Oxford University vaccine which has the advantage of being able to be stored in a conventional refrigerator, easing the distribution challenges of the Pfizer and Moderna vaccines.  

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