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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 AccessHuge sales today could influence APF sales decision due Friday
- Those are huge sales from the BOE's Financial Stability Portfolio today. On MNI's very rough estimates, just under 60% of the longs purchased in nominal terms have now been sold while around 70% of the linkers have been sold.
- There is one final operation of the year on Friday, but the scale of the sales could influence the decision on whether the BOE starts to sell long-dated gilts from its APF portfolio (the QE portfolio). The decision for that is also due on Friday (it's not an MPC decision).
- For more on the options for the BOE on that decision see the bottom of page 3 in our BOE Preview.
- Gilt futures hit their low of the day on the results but are now back to prevailing levels but the 10s30s curve is over 2bp flatter (to be around 1bp flatter on the day overall after opening steeper following the soft CPI print this morning).
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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.