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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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Real-time insight on key fixed income and fx markets.
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Emerging Markets
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MNI Research
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.
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Free AccessBofA On KRW Matters
Bank of America note that in June they revised their "USD/KRW forecast to indicate a fall to KRW1,110 in Q321 before rallying to KRW1,150 by the year-end. Since the forecast revision in late-June, our expected KRW summer rally has not yet materialized, and USD/KRW has risen and reached KRW1,150 before falling back to the low KRW1,140s. Since late-June, two developments have pushed spot USD/KRW away from our Q3 forecast target. Firstly, the USD remains strong. Secondly, in early July, global volatility, as proxied by the VIX Index, has spiked on a number of days. Although the VIX has structurally moved lower throughout 2021, we find that the change, rather than the outright level, in the VIX matters for net portfolio flows to Korea. There is a strong inverse correlation between upward movement in the VIX and portfolio outflows in Korea."
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.