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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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Free AccessA Recap Of Recent Moves
Feedthrough from the combination of dovish comments from ECB’s Villeroy re: disinflation coming at a faster rate than expected/his failure to push back on market pricing of cuts and the headline ISM m’fing survey print (albeit with prices paid not as contractionary as expected) dominates in recent trade.
- ECB-dated OIS now sees a little over 130bp of cuts priced for ’24 on the whole vs. closer to 80bp at the start of the week, with today’s levels representing a new cycle extreme.
- This, coupled with Tsy yield feedthrough from the ISM survey, provides a fresh leg of support for equities, with e-minis and VG1 futures off lows.
- The broader USD initially firmed on the back of Villeroy’s comments, before the ISM print capped that moved. BBDXY sits in a contained range, last printing a little softer on the day.
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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.