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Policy
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Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
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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 POLITICAL RISK ANALYSIS - Week Ahead 2-8 December
MNI POLITICAL RISK - Trump Targets BRICS w/New Tariff Threat
MNI Gilt Week Ahead: Triple issuance week?
MNI US MARKETS ANALYSIS - French Politics Undermines EUR
Analysts at Barclays have been long 3Y.........>
EGBS: Analysts at Barclays have been long 3Y Italian asset swaps as a carry
trade after the ECB meeting but have closed this trade this morning. Instead,
they are "initiating short 10Y Italy vs Spain" after a 45bp tightening of the
spread since the summer. "Economic fundamentals still appear solid in Spain in a
more structural way than in Italy and we think the political risk premium has
room to increase relatively more in the latter in coming months"
- In terms of spreads "with 10y France vs Germany now trading at its tightest
levels since the start of QE when optimism was very high, we also recommend
rolling our short 10y Netherlands vs OIS trade idea into a short 10y France vs
OIS trade as the risk/reward is better".
- Barclays point out that in France, net issuance will be almost double PSPP
buying levels next year, "which is the least market-friendly among major
issuers"
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.