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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.
CONSUMER CYCLICALS
WTD: €IG -1.7 vs. staples -1.7 and cyclicals -1.3
Tight moves to index are reflective of very low vol. Still we had plenty of changes to views (linked below) and some earnings coming through - though none (including Walgreens) changing our views on the respective issuers.
Cheap views here:
- Additions: £B&M28s, Dufry 27s.
- Removals: New Elo 28s, New PostNL31s, £WBA 25s.
Rating Changes:
Primary:
None we had a firm view on, keeping an eye on Ceconomy earnings for any signs of a recovery.
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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