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Why MNI
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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 AccessLate Rally Doesn’t Materially Change Sizeable Re-Cheapening
- Cash Tsys see some late unwinding of the day’s cheapening, extending as SPX reversed a nearly 2% intraday drop.
- Moves help more than unwind the additional sell-off after ISM services strength but front end yields are still +5.5bps with solid increases in 2023 Fed rate expectations, especially in 2H23 with terminal at 4.5% and Dec’23 at 4.2%.
- Largest increases are seen in 10YY, currently +11.5bps and with strong increases in real yields seeing a notable retracement of Monday’s rally with breakevens modestly dipping and remaining relatively close to YTD lows.
- TYZ2 trades -29 at 112-19, off lows of 112-08+ that didn’t trouble support at 111-20+ (Sep 21 low).
- Multiple Fed speakers headline tomorrow’s docket including Governors Cook and Waller.
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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.