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Policy
Policy
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G10 Markets
G10 Markets
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Emerging Markets
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Data
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Global Macro
Global Macro
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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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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Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessMNI: PBOC Net Injects CNY28.8 Bln via OMO Thursday
MNI BRIEF: Ontario To Cut U.S. Energy Flows When Tariffs Hit
MNI BRIEF: Aussie Labour Market Tightens, Unemployment At 3.9%
Earnings Drive Banks Higher; NASDAQ Rebalance Due
- US equity markets start the session well, with the positive cash open helping tip e-mini S&P futures again to fresh contract highs of 4556.75.
- Earnings are now a key driver after some of the biggest banks reported today: Wells Fargo and JPMorgan are already among the session's best performers. Energy names are the laggards, faltered after the pullback in WTI and Brent crude prices this morning.
- Recall that later today the NASDAQ 100 rebalance update is set for release, where weightings of the index are set to be adjusted in order to "address overconcentration in the index by redistributing the weights."
- The adjustments are seen most impacting Microsoft, Apple, Nvidia, Tesla, Alphabet, Meta and Amazon, who make up over 50% of the NASDAQ 100 weightings at present.
- The weighting changes are set to be announced today, becoming effective on July 24th.
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.