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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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Free AccessGoCs Extend Outperformance After Subdued GDP
- GoCs are continuing to extend outperformance to Treasuries, kickstarted with the 0830ET data which included sluggish monthly GDP data (July 0.0% M/M vs cons 0.1, Aug advance just 0.1%).
- Benchmarks sit between 4.5-5.5bps richer on the day vs the 0.5-1.5bp for Tsys, with the Can-US 2Y yield differential widening back out to -19bps for sustained lows for the week when allowing for the new 2Y Tsy mid-week.
- BoC expectations have cooled, with 8.5bp for Oct and now seen topping out with 19bp of cumulative hikes early next year.
- The mostly parallel shift through 2024 CORRA futures sees the H4/Z4 spread hold at -36.5bps for still close to recent lows in terms of cuts priced from terminal to end-2024.
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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.