Global Fixed Income Weekly

This weekly fixed income report from Deutsche Bank updates rates strategies and forecasts following recent FOMC meetings and Middle East developments. It highlights pension fund rebalancing flows and structural shifts toward higher term premia.

Key Takeaways

• 1.The US Fed pivot has completed the new year challenge; markets and the Fed are now aligned on neutral policy rates.
• 2.Pension fund rebalancing is expected to generate $44.4bn of fixed income buying and $88.3bn of equity selling in Q2 2026.
• 3.The EU funding plan for H2 2026 is expected to be around EUR 80bn, consistent with long-term goals and manageable impact on spreads.

Table of Contents

• Bond Market Strategy
• G10 Rates Chartpack: June 2026
• Macro portfolio update
• US Rates Strategy Update
• Fixed Income Blog
• Euroland Strategy
• Fixed Income Charts of the Week
• Rate Check: Where Macro Meets Markets
• Covered Bonds and SSA
• Latest Forecasts

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