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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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Commodities
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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 Hosts Rutte Amid NATO Uncertainty
MNI US MARKETS ANALYSIS - Front-end Under Pressure Into PPI
US TSYS: Higher Yields Consolidate Across the Curve.
- Bonds latched on to comments from Mary Daley this morning suggesting caution on her decision on rates and sold off during the day today, pushing yields higher.
- Ahead of tonight’s US Initial Jobless Claims and Continuing Claims, both of which are considered a pre-cursor to the NFP, yields have drifted +0.5-1.5bp higher across the curve with intermediates the underperformer.
- US 2YR 4.138% (+0.8bp), US 5YR 4.081% (+1.2bp), US 10YR 4.192% (+1.0bp).
- US10YR Mar 25 future is off -03 to 111-04.
- SOFR and Treasury options flow included decent two-way positioning in calls and puts Wednesday as underlying futures continued to climb higher after this morning's lower than expected ISM services data. Projected rate cuts into early 2025 continued to gain, current levels vs. this morning's (*) as follows: Dec'24 cumulative -19.4bp , Jan'25 -25.2bp, Mar'25 -40.4bp, May'25 -50.9bp.
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.