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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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Free AccessGoldman Sachs: Policy Sets A Concerning Course
Goldman Sachs note that “the BoE did not set a more aggressive tone, which became even more out of step with market dynamics following the large fiscal easing package.”
- “With broad unfunded spending on the fiscal side unmatched by monetary policy to offset the inflationary impulse, the currency is likely to weaken further. Our economists do expect a larger increase in the policy rate at the next meeting, as it’s possible that the Bank’s refreshed projections and assessment of fiscal policy will allow them to strike a more forceful tone on inflation, but significant uncertainty remains.”
- “Considering the size and breadth of the fiscal package, even a 75bp hike seems likely to leave the BoE behind the curve on taming inflation and well below market pricing which is now close to 100bp.”
- “We are revising our GBP forecasts weaker vs EUR to GBP0.92, GBP0.90, GBP0.88 in 3-, 6-, and 12- months (GBP0.85, GBP0.83, and GBP0.84 previously). We are also downgrading our GBP/USD forecasts for 3-, 6-, and 12-months ahead to $1.05, $1.08, and $1.19 (vs $1.14, $1.17, and $1.25 previously).”
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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.