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Global Macro
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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.
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Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessMNI BRIEF: China November PMI Rises Further Above 50
MNI US Macro Weekly: Politics To The Fore
ANZ: A More Neutral Near-Term Outlook
ANZ note that "the last few days has been all about the USD's rebound off lows amid month-end rebalancing, stronger-than-expected US manufacturing data, and a continued rise in virus cases. At this juncture, the question markets have to decide is: is this just a correction or is the USD making a proper come-back? Better manufacturing and strong equity markets are decent supports if it drives fresh investment. But going against that we have virus cases still rising rapidly, abundant liquidity (which tends to benefit riskier currencies) and rebounding commodity prices. Geopolitics is a risk but the USD rebound looks more temporary. However, with the RBNZ set to strike a dovish tone next week that will limit NZD upside too, suggesting a more neutral near-term outlook."
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.