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Real-time insight on key fixed income and fx markets.
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Global Macro
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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.
Real-time Actionable Insight
Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessMNI ASIA MARKETS OPEN: Tsy Curves Reverse Course Ahead Wed CPI
MNI ASIA MARKETS ANALYSIS:Waiting For Next Inflation Shoe Drop
Key Inter-Meeting Fed Speak – Dec 2024
US TREASURY AUCTION CALENDAR: Avg 3Y Sale
CNB Minutes Confirm Hawkish Tilt, Pushing Back on Rate Cut Expectations
CNB Minutes highlights:
- Board unanimously disagreed with baseline scenario, which assumes rates would start to come down in Q3
- Board sees outlook for core inflation at around 3.5% in 2024 as one of the main arguments for keeping policy tighter over an extended period
- Members Holub, Kubelkova and Prochazka cite CZK weakness as a minor upside risk to inflation
- The majority among the board agreed fiscal policy remains a substantial upside risk to inflation
Hawkish overtones very much present in the CNB minutes (as expected) and inline with Kubicek's TV appearance late yesterday. Minutes unanimously disagreed with baseline that saw cuts from Q3, strengthening Kubicek's messaging that easing likely around year-end/early 2024.
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.