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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 AccessKeeping To Circa 50/50 Odds Of First Cut In June
- GoCs mostly take their cue from Tsys today amidst a light domestic docket, twist steepening with 2Y yields 1.5bp lower and 10/30Y yields 3.5bps higher.
- The long-end has opened up some mild outperformance but doesn’t wildly change Can-US yield differential trends: they are at the high end of the range from the past month but still depressed historically, with the 2Y at -44bps and 10Y at -74bps.
- BoC-dated OIS has hovered either side of 50/50 odds for a first cut coming in June so far this week.
- Recapping yesterday’s data, the BOS/CSCE surveys were mixed. Of note within the BOS, business sentiment improved and fewer companies expected a recession, but from a dovish angle there was decent moderation in price-setting behaviour, a sizeable shift from those seeing 2Y average price increases of >3% to 2-3% and a deterioration in capex intentions.
- Further, insolvency data for February showed another sizeable 25% Y/Y increase for consumers and more notably reinforced the sharp increase for businesses seen in Jan, holding 122% Y/Y in Feb.
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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.