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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.
FED
Paraphrasing Chicago Fed's Goolsbee ('25 voter) in a monetary policy discussion:
- The thing that I want us to note with the supply chain and how the NY Fed’s GSCPI has returned to more neutral levels (although Regional Fed liaison programs also support it) .
- There could be an argument that the supply chain is now fixed so whatever happened in 2023 is over so you shouldn’t expect anymore benefit in 20224.
- Be a little careful with that argument because one of the things that we learnt is that team transitory (which is now team supply shock) got the timing wrong from failure to appreciate the persistence of inflation, I think, from spillovers from the supply chain having a bunch of steps in it.
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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