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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
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
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G10 Markets
G10 Markets
Real-time insight on key fixed income and fx markets.
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Emerging Markets
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Credit
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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.
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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 POLITICAL RISK - Trump Readies Reciprocal Tariffs
MNI Europe Pi: Long Reduction / Short Setting Continues
MNI US MARKETS ANALYSIS - CPI React Maybe Muddied by Revisions
Goldman Sachs: The Growing Case For Continued Upside
Goldman Sachs note that “the USD has a lot going for it at the moment. Domestic data have been relatively resilient and there is a strong safe haven appeal in a rocky risk environment.”
- “We encounter very little resistance in client conversations to our baseline outlook for continued Dollar strength in coming months. However, the lack of follow-through following both the employment report & CPI has raised questions whether this view is priced.”
- “We have some sympathy with these concerns - the market continues to worry about overtightening risks & foreign intervention. But we also think recent developments have also exposed a growing, under-appreciated, tail risk that Dollar strength could prove more persistent despite challenging valuation.”
- “U.S. inflation has shown little signs of slowing, and the source of strength has transitioned from temporary supply constraints to the very tight labor market. This presents the risk that the Fed will have to stay at an aggressive pace for longer.”
- “In addition, the challenging fiscal environment - exemplified by the UK - demonstrates the potential for policy missteps to add to USD upside.”
- “Finally, recent developments have prompted concerns about financial stability.”
- “Lower energy prices would help solve a lot of these problems, and that is the biggest risk. Barring that, we think investors should continue to position for a more persistent Dollar cycle.”
To read the full story
Sign up now for free trial access to this content.
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.