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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 ASIA MARKETS ANALYSIS: 2025 Rate Cut Projections Abate
MNI BRIEF: Canada Says Has Leverage Against Trump Tariffs
Gilts looking set to close sharply.....>
GILT SUMMARY: Gilts looking set to close sharply lower, with the yield curve
bear flattening as the short-end comes under greater pressure following step-up
in hawkish rhetoric from the Bank of England. 2-/30-year spread is 2bp steeper.
- 2-yr Gilt yield is +7.1bp at 0.363%, 5-yr +8bp at 0.638%, 10-yr +6.8bp at
1.216% and 30-yr +4.9bp at 1.853% according to Tradeweb.
- Markets now calculating a 50/50 chance of a 25bp rate hike at next BOE MPC
meeting in November as it says "majority of MPC members felt some withdrawal of
stimulus would be appropriate in the "coming months" if the economy followed a
path consistent with the continued erosion of slack and a gradual rise in
underlying inflationary pressure."
- This heavily outweighed the fact the MPC voted 7-2 to keep rates unchanged in
August (market was increasingly pricing risk of a 6-3 vote) and pushed yields,
especially the 2-/5-year area, and Sterling sharply higher.
- Large selling was also seen in back end of White and across Red short sterling
future contracts, with volumes 4x above 30-day average.
- Swap spreads are little changed, however breakevens are a touch wider.
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.