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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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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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Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessMNI EUROPEAN MARKETS ANALYSIS: ECB Expected To Cut Rates Later
MNI EUROPEAN OPEN: A$ & Local Yields Surge Following Jobs Data
Inflation Seen Rising to New Cycle High
- The PiS ruling party are currently running through options to unblock KPO recovery funds, according to Rzeczpospolita, with the current government seeing the persistent blockage as working in favour of Donald Tusk's opposition. The piece writes that the government are watching the situation in Hungary closely, with Budapest yielding to a number of EU demands to unlock recovery monies.
- Parkiet cover the mechanics of the Polish bond market today, writing that Polish government bonds are more sensitive to interest rate changes due to the increased supply of floating-rate bonds in recent years. Additionally, the average tenor of Polish debt has shortened, meaning Poland pays higher interest sooner.
- The finance ministry are today to update their bond supply plans for November, while markets watch October prelim CPI closely. CPI is seen accelerating further to hit 17.8% Y/Y.
To read the full story
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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.