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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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Free AccessMNI UST Issuance Deep Dive: Dec 2024
MNI US Employment Insight: Soft Enough To Keep Fed Cutting
MNI ASIA MARKETS ANALYSIS: Jobs Data Green Lights Rate Cuts
Barclays: Inflation Expectations 12 Month Ahead Point To 50bps Hike
- Expect an acceleration of BanRep's tightening cycle and a hike to the policy rate of 50bp.
- Since the last meeting, inflation crept higher reaching 4.5% y/y, but probably the most important change has been in terms of inflation expectations 12 month ahead, which continued to deteriorate reaching 3.6%, further distancing from the 3.0% target.
- Additional risks on inflation could come from recent rains and La Niña phenomenon that could affect agricultural production and result in higher food prices in the coming months.
- On the other side, August GDP registered an expansion of 13.2%, which was weaker than we were expecting (14.9%), and adds some risks to our rate call for this month.
- Nonetheless, the GDP print still points to faster growth in 2021 than estimated by Banrep (8.6%), which implies a faster closing of the output gap. Meanwhile, the labor market has shown further signs of improvements that should make the authorities more comfortable with continuing to reduce the size of the monetary stimulus.
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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.