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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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Free AccessJ.P.Morgan Adjust Yield Forecasts
Late Monday saw J.P.Morgan note that “last week, our colleagues in economics revised their Fed forecast: they now project 50bp hikes at the next 2 FOMC meetings in June and July, before stepping down to a pace of 25bp hikes, leaving the Fed funds target back in the 3.00-3.25% range by March 2023. We refrained from making forecast changes at the time, as the volatility post-FOMC indicated that technicals were at work just as much as fundamentals. Volatility has not subsided at all, but we make adjustments to our forecast to reflect a Fed that will raise rates more quickly and to a higher terminal rate than in our prior forecast. We raise our 2-Year forecast by 25bp to 3.15% by year-end, and revise our 10-year target 35bp higher to 3.20%. While the moves are somewhat large relative to changes in our Fed forecast, it also incorporates expectations that the market will price in the Fed’s terminal rate months prior to our final projected hike early in 2023.”
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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.