All signal, no noise
All signal, no noise
All signal, no noise
Latest insights
Politics (both domestically and internationally) will drive UK markets this week with monthly activity data also due.
Jul-07 13:56EU officials give an update on talks with the U.S.
Jul-07 13:29Economist David Tapia talks to MNI about Banxico.
Jul-07 13:04MNI discusses China's plans for a new policy-based bond.
Jul-07 04:59A somewhat robust payrolls report sees near-term Fed rate cut odds slashed with the Fed still in "wait and see" mode
Jul-04 16:24The EU is scheduled to hold a syndication while the Netherlands, Austria, Germany, Portugal and Italy will hold auctions
Jul-04 14:48
MNI INTERVIEW: Bernanke Forces BOE Rate Path Verdict - McMahon

MNI INTERVIEW: Bernanke Forces BOE Rate Path Verdict - McMahon

MNI RBA WATCH: Board Shocks With Hold As Trade Fears Ease

MNI RBA WATCH: Board Shocks With Hold As Trade Fears Ease
Key Events
Calendar
Open CalendarLink to the pagemyMNIhttps://my.mnimarkets.com/dashboard?widget=/events/key-events-calendarHSC on myMNILink to the pageMore CalendarsLink to the page
MNI INTERVIEW: Bernanke Forces BOE Rate Path Verdict - McMahon

MNI INTERVIEW: Bernanke Forces BOE Rate Path Verdict - McMahon

MNI RBA WATCH: Board Shocks With Hold As Trade Fears Ease

MNI RBA WATCH: Board Shocks With Hold As Trade Fears Ease
Key Events
Calendar
Open CalendarLink to the pagemyMNIhttps://my.mnimarkets.com/dashboard?widget=/events/key-events-calendarHSC on myMNILink to the pageMore CalendarsLink to the pageLatest insights
Politics (both domestically and internationally) will drive UK markets this week with monthly activity data also due.
Jul-07 13:56EU officials give an update on talks with the U.S.
Jul-07 13:29Economist David Tapia talks to MNI about Banxico.
Jul-07 13:04MNI discusses China's plans for a new policy-based bond.
Jul-07 04:59A somewhat robust payrolls report sees near-term Fed rate cut odds slashed with the Fed still in "wait and see" mode
Jul-04 16:24The EU is scheduled to hold a syndication while the Netherlands, Austria, Germany, Portugal and Italy will hold auctions
Jul-04 14:48Newsletter
MNI US MARKETS ANALYSIS - Equities Yet to Erase Tariff Drop
Jul-08 11:11MNI US OPEN - Trade Talks Back at the Top of the Agenda
Jul-08 09:42MNI DAILY TECHNICAL ANALYSIS - AUD Trend Setup Remains Bullish
Jul-08 07:39MNI EUROPEAN MARKETS ANALYSIS: A$ Surges On RBA Hold
Jul-08 05:27MNI EUROPEAN OPEN: RBA Holds Steady, Surprising Market
Jul-08 05:16MNI ASIA OPEN: Tariff Announcements & Deadline Extensions
Jul-07 20:08MNI ASIA MARKETS ANALYSIS: Japan, S. Korea Tariffs Kick Off
Jul-07 20:08MNI US MARKETS ANALYSIS - Trump Waves BRICS Tariffs Threat
Jul-07 11:06MNI Technical Analysis
USD Index (DXY) Tests A Long-Term Trendline Support

FI Market Analysis
Read moreFI Market AnalysisWe think that the market is looking at the wrong measure of reserves when discussing the BOE’s September APF decision
July 04, 2025 01:59A weekly wrap of some of the key macro themes/data outcomes for the Asia Pac region
July 04, 2025 05:53Nonfarm payrolls growth comfortably beat expectations in June, but it was far from an unambiguously strong report.
July 03, 2025 07:36July is set to be a key month for US issuance.
July 02, 2025 09:15FX Market Analysis
Read moreFX Market AnalysisFirmer-than-expected JOLTs job data and a still elevated prices paid component in the ISM manufacturing survey applies hawkish pressure, countering the dovish input from Fed Chair Powell ahead of the data and outweighing a soft employment sub-component within the ISM survey. * Powell's focus on the Fed's mandate, as opposed to President Trump's critique, could be a supplementary factor. * 5bp of cuts priced into FOMC-dated OIS for this month, 28bp through September, 45bp through October and 64.5bp through year-end. Contracts are 1-3 less dovish vs. pre-data levels. * December pricing has retraced back within the range witnessed over the prior 3 sessions. * Implied terminal rate pricing on the SOFR futures strip sits at 3.11%, after printing at ~3.00% during the London morning (SFRZ6 hit the highest level seen since early May).
July 01, 2025 02:26Rates markets look for a next Fed cut in September whilst President Trump continues to call for significant rate cuts
July 01, 2025 01:19We look at market implications of the welfare reform vote, appearances from Bailey and Taylor and the week's auctions.
June 30, 2025 04:45Weaker private domestic demand was a key theme in the “hard data” this week.
June 27, 2025 07:29