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Policy
Policy
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
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EM Policy
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
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G10 Markets
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Global Macro
Global Macro
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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About Us
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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.
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Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessMNI US Inflation Insight: Nuanced Prints Don’t Alter Skip Odds
MNI China Daily Summary: Monday, October 14
Banxico Minutes Due Tomorrow
- Banxico will publish the minutes to its May MPC meeting tomorrow, when it unanimously agreed to hold rates, but significantly revised up this year’s inflation forecasts and delayed the convergence of inflation to target to end-2025.
- The full MNI review with analyst views is here.
- JP Morgan think core inflation concerns will be widespread across the board, but with some dovish tilts by a couple of members. They expect the Fed to be depicted as relevant, but more so later in the cycle as the relative monetary stance becomes easier in Mexico, not this early in the easing cycle. Finally, they don’t expect a lot of incremental news on fiscal, which should remain a source of concern.
- Meanwhile, Goldman Sachs believe the minutes will show directors expecting disinflation dynamics to continue, but with the impact of the recent shocks now expected to take longer to dissipate. They will be looking for any discussion around the conditions that would validate a cut at the next meeting, and how many of the five directors would be open to that. They will also be watching for discussion about the implications for the near-term calibration of monetary policy of a tight labour market and positive output and labour market gaps.
To read the full story
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Please enter your details below.
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.