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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.
CREDIT MACRO
- The Third Plenum lacked measures to support China’s beleaguered property sector adding to pressure on iron ore and copper.
- The long-term demand thesis for copper is well known due to the energy transition; shorter term inventories are building. The “Dr Copper” indicator doesn’t hold as much weight in today’s economy as it once did, but it does reflect construction activity in China.
- Lithium prices have already cratered with the slower pace of EV adoption and heavy investment leaving the battery component oversupplied in the short term, while the long term bull case is clear.
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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