G10 Macro Rates: May Monthly Commentary
< 1 minute read timeApril started with a negative impulse provided by stern warnings from Powell and his Fed colleague Waller that rate cuts were looking much less likely.
G10 Macro Rates: April Monthly Commentary
< 1 minute read timeApril started with a negative impulse provided by stern warnings from Powell and his Fed colleague Waller that rate cuts were looking much less likely.
G10 Macro Rates: March Monthly Commentary
< 1 minute read timeMarch started with weaker data, ISM manufacturing and services both coming in lower than expectations especially the prices paid component, drawing the UST 10Yr bond yield down to a monthly low of 4.04%.
G10 Macro Rates: February Monthly Commentary
< 1 minute read timeLike many occurrences last year, a new month brings a change in market sentiment.
G10 Macro Rates: January Monthly Commentary
< 1 minute read timeLike many occurrences last year, a new month brings a change in market sentiment.
G10 Macro – Market Commentary
5 minutes read time2023 encompassed the extremes of the recent global rate hiking cycle. The peak yield in the UST 10y rate of 5% at the end of October, sharply reversed on the Fed pivot to finish the year almost where it started at 3.88%.
G10 Macro Rates: December Monthly Commentary
2 minutes read timeNovember was a sharp reversal of trends seen in the prior months and all the volatility in rates was very much a push back against the “higher for longer” mantra.
IPE D.A.CH Interview with Dr Richard Marshall
6 minutes read timeRichard Marshall, Portfolio Manager of the Pacific G10 Macro Rates team interview with Frank Schnattinger from IPE D.A.CH.
G10 Macro Rates: November Monthly Commentary
2 minutes read timeNovember was a sharp reversal of trends seen in the prior months and all the volatility in rates was very much a push back against the “higher for longer” mantra.
G10 Macro Rates: October Monthly Commentary
< 1 minute read timeThe Pacific G10 Macro Rates team discuss the impact of October being the first month since January 2022 to not have a single G10 central bank move a base rate higher.
