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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.
- The MNI Markets team expects a 25bp hike this week, along with the 26 sell-side analysts in our survey.
- Assuming a hike, the gilt maturing in March will almost certainly not be reinvested.
- Markets are fully pricing 50bp of hikes by March, but only 1/26 analysts in our survey sees that as their base case. We think markets shouldn't fully price a rate hike but that analysts are underestimating the probability. We talk through the potential rationale for a March hike.
- We would prefer to stay away from trading near-term meetings and instead think there is more scope to seeing Red SONIA futures move higher.
Full document including summaries of 26 sell-side analyst views and the questions for MNI Instant Answers:
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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