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Policy
Policy
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
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EM Policy
EM Policy
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
LATEST FROM EM POLICY: -
G10 Markets
G10 Markets
Real-time insight on key fixed income and fx markets.
Launch MNI PodcastsFixed IncomeFI Markets AnalysisCentral Bank PreviewsFI PiFixed Income Technical AnalysisUS$ Credit Supply PipelineGilt Week AheadGlobal IssuanceEurozoneUKUSDeep DiveGlobal Issuance CalendarsEZ/UK Bond Auction CalendarEZ/UK T-bill Auction CalendarUS Treasury Auction CalendarPolitical RiskMNI Political Risk AnalysisMNI Political Risk - US Daily BriefMNI Political Risk - The week AheadElection Previews -
Emerging Markets
Emerging Markets
Real-time insight of emerging markets in CEMEA, Asia and LatAm region
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Commodities
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Credit
Credit
Real time insight of credit 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.
Global MacroDM Central Bank PreviewsDM Central Bank ReviewsEM Central Bank PreviewsEM Central Bank ReviewsBalance Sheet AnalysisData AnalysisEurozone DataUK DataUS DataAPAC DataInflation InsightEmployment InsightGlobal IssuanceEurozoneUKUSDeep DiveGlobal Issuance Calendars EZ/UK Bond Auction Calendar EZ/UK T-bill Auction Calendar US Treasury Auction Calendar Global Macro Weekly -
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 UST Issuance Deep Dive: Dec 2024
MNI US Employment Insight: Soft Enough To Keep Fed Cutting
MNI ASIA MARKETS ANALYSIS: Jobs Data Green Lights Rate Cuts
EUR Market Wrap
- Bunds closed 5-6bp wider with peripheral spreads tighter (and OATs ~3bp tighter) after weekend developments on the French political front helped soothe market concerns to some degree (e.g. Le Pen saying if victorious in the upcoming election she would work with Macron).
- Main/XO ended -1bp/-2bp at 63bp/330bp while €IG/€HY was +2bp/-1bp with short-dated IG spreads outperforming by ~1.5bp (1-3yr now -16bp YTD vs. -4bp for +10yr) with Energy outperforming but still one of the worst performers WoW at +16bp along with Fins.
- SXXP closed flat with RE, Health and Utils all -1% while SPX closed +0.8%. Notable €IG movers included Dell +5% General Electric +5%, Flutter +5%, Vestas -4%, Acciona -4%. SX5E futures are +0.5%. Up today:
GMT/Local | Impact | Country | Event |
0900/1100 | *** | DE | ZEW Current Conditions Index |
0900/1100 | *** | DE | ZEW Current Expectations Index |
0900/1100 | *** | EU | HICP (f) |
0900/1000 | ** | UK | Gilt Outright Auction Result |
0900/1000 | ** | UK | Gilt Outright Auction Result |
1200/1400 | EU | ECB's Cipollone chairing session on market supervision | |
1230/0830 | *** | US | Retail Sales |
1255/0855 | ** | US | Redbook Retail Sales Index |
1315/0915 | *** | US | Industrial Production |
1330/1530 | EU | ECB's De Guindos at EC and ECB joint conference | |
1400/1000 | * | US | Business Inventories |
1400/1000 | US | MNI Webcast with Richmond Fed's Tom Barkin | |
1540/1140 | US | Boston Fed's Susan Collins | |
1700/1300 | US | Fed Governor Adriana Kugler | |
1700/1300 | US | Dallas Fed's Lorie Logan | |
1700/1300 | ** | US | US Treasury Auction Result for 20 Year Bond |
1720/1320 | US | St. Louis Fed's Alberto Musalem | |
1800/1400 | US | Chicago Fed's Austan Goolsbee | |
2000/1600 | ** | US | TICS |
To read the full story
Sign up now for free trial access to this content.
Please enter your details below.
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.