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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.
CAPITAL GOODS
- Bonds 10-15 tighter YTD, in line with or tighter than industrial comps despite headwinds, leaving little room for disappointment.
- 4Q results will be closely watched after a miss at 3Q took equity -12%. The cycle turned last year after 3 years of strong growth, with 10%+ declines on industry volumes expected in 2024.
- Lower commodity prices and higher input costs present further headwinds.
- The company is guiding for $1 – 1.2bn FY23 FCF, with consensus at 1.3bn.
- Strong focus on cost savings and balance sheet strength at this point in the cycle.
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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