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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 AccessJPMorgan Say Scales Will Tip To 150BP Hike
- JPMorgan think the scales will tip to a 150bp hike at the June 30 meeting, taking the policy rate to 7.5%, with a small risk the board will opt to do even more to catch up.
- Since the last meeting in April, growth has boomed, led by domestic demand, the CA has continued to widen, core inflation looks stronger, and inflation expectations are still slipping higher.
- Indeed, governor Villar has conceded the output gap is no longer negative and policy would likely need to be restrictive. Moreover, sovereign credit premium remains elevated, despite signs of moderation from the incoming administration.
- President-elect Petro’s victory speech was rather conciliatory, and his economic advisors seem to be prioritizing a structurally robust tax reform as a first legislative project in order to define how much space will be available to responsibly pursue a historically ambitious social agenda.
- To this end, signs point to Petro’s willingness to build a cabinet with experienced leaders from past centrist administrations, in conjunction with the construction of a working congressional majority including parties from the center-left Hope coalition and the Liberal Party—a project dubbed a “Grand National Agreement of Unity.”
- Amid ongoing negotiations, markets are anxiously awaiting definition of the next Finance Minister, although the names being floated are generally moderate and experienced.
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.