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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 AccessChinese COVID Matters Front & Centre
A greater degree of optimism re: the Chinese COVID situation was evident on Tuesday, which biased the ACGB space lower.
- The run of fresh record daily new COVID cases in the country was halted, with speculation surrounding the potential content of an impending COVID-related press conference being held by the Chinese health authorities fuelling speculation of fresh movement in COVID restrictions.
- As we have noted elsewhere, speculation surrounding the potential for a complete re-opening seems a bit misplaced to us, although there may be further tweaks to China’s ZCS announced at the press conference.
- The space finished a little above its Sydney base after futures extended on their overnight downtick, leaving YM -4.0 & XM -9.0. Cash ACGBs were 4-9bp cheaper across the curve, with the 10- to 12-Year zone leading the weakness.
- EFPs were a touch narrower on the day, pointing to a bond-driven move.
- Bills saw some light bear steepening pressure, running flat to 3bp cheaper through the reds at the close
- Looking ahead, Wednesday’s domestic docket is bursting at the seams. It includes Q3 capex data, monthly CPI, building approvals & private sector credit, as well as A$700mn of ACGB Apr-33 supply and an address from RBA Head of Domestic Markets Kearns in front of the 2022 Australian Securitisation Conference.
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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.