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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.
US OUTLOOK/OPINION
- The 15 analysts below see differences in the extent of the softer details within the February CPI report but they mostly stick to their prior rate calls.
- Exceptions are Wells Fargo, who have pushed back the start point for cuts from May to June in line with the fairly broad consensus for such a move, and RBC who shift from an every-meeting to quarterly pace of cuts for 2024 (with 75bp vs 125bp of cuts for 2024). UniCredit still looking for 125bp of cuts this year, note risk of later and fewer cuts.
- BofA and Nomura see risk of the 2024 dot being lifted next week vs the median three cuts in the Dec SEP.
- The full MNI Inflation Insight will follow shortly.
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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