INVITE: Join MNI Connect Livestream with Fed Mary Daly July 10
INVITE: Join MNI Connect Livestream with Fed Mary Daly July 10
USD Index (DXY) Tests A Long-Term Trendline Support
USD Index (DXY) Tests A Long-Term Trendline Support
Key Events
Calendar
Link to the pagehttps://my.mnimarkets.com/dashboard?widget=/events/key-events-calendarLink to the pageLink to the pageINVITE: Join MNI Connect Livestream with Fed Mary Daly July 10
INVITE: Join MNI Connect Livestream with Fed Mary Daly July 10
USD Index (DXY) Tests A Long-Term Trendline Support
USD Index (DXY) Tests A Long-Term Trendline Support
Key Events
Calendar
Link to the pagehttps://my.mnimarkets.com/dashboard?widget=/events/key-events-calendarLink to the pageLink to the pageLatest insights
MNI Technical Analysis
USD Index (DXY) Tests A Long-Term Trendline Support
FI Market Analysis
FI Market Analysis
We 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
FX 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
