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Policy
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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 China Daily Summary: Wednesday, Aug 21
MNI BRIEF: China Aluminium Imports To Increase In 2024
Goldman: Recent Dec FRA-OIS Compression Vulnerable To Year-End Pressures
Goldman Sachs note that “following a widening into the middle of June, December FRA-OIS has compressed some 5-to-6bp to the mid-20s over the last week or so, with the U2/Z2 FRA-OIS curve flattening sharply in the process. Although relief is being priced, it is not clear this is warranted. Some of the larger money center banks saw greater-than-expected increases in their estimated stressed capital buffers relative to limited excess capital, which should prompt continued and likely intensified balance sheet mitigation - our banks’ analysts note that risks are towards even greater than usual efforts on trying to mitigate G-SIB scores in Q4. While there are a range of ways in which to try to go about these mitigation efforts, to the extent that banks manage in part by scaling back on activities such as FX swaps and repo financing, we could see renewed pressure on dollar funding costs over the year-end. While FX forwards spanning year-end and the U2/Z2 FRA-OIS slope suggest some amount of this risk is priced, it does not appear all that pronounced by historical standards, suggesting vulnerability to some reversal wider.”
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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.