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Policy
Policy
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
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Global Macro
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Actionable insight on monetary policy, balance sheet and inflation with focus on global issuance. Analysis on key political risk impacting the global markets.
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
Real-time Actionable Insight
Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessMNI ASIA MARKETS OPEN: Tsy Curves Reverse Course Ahead Wed CPI
MNI ASIA MARKETS ANALYSIS:Waiting For Next Inflation Shoe Drop
Key Inter-Meeting Fed Speak – Dec 2024
US TREASURY AUCTION CALENDAR: Avg 3Y Sale
1 Month USD/KRW Dips Supported, First 10-days Of August Trade Data On Tap
1 month USD/KRW finished the NY session just above 1316, against post US CPI lows sub 1305. This keeps the pair within recent ranges, albeit with USD dips being supported. Recent highs in the pair rest around the 1320 level. For onshore spot, we finished up at 1315.85 yesterday.
- Early June highs in the 1 month NDF rest around ~1325/26. THe 200-day EMA rests close to 1300.50 on the downside.
- There are a number of domestic focus points today. The first 10-days of August trade data are due (out around 9am local time, 01:00 BST). The Finance Ministry also releases its monthly economic assessment report.
- Later on, the BoK releases monthly money supply data, which is unlikely to be a market mover.
- In the equity space, the lead from US tech related indices is mixed, the SOX down 0.37%, while the MSCI IT rose a modest 0.16%. To recap, the Kospi fell 0.14% yesterday, while offshore investors sold -$250.8mn of local shares, bringing week to date inflows back to +$189.1mn.
To read the full story
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.