All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

Chinese policy advisors look at the implications of weekend talks with the U.S.

May-07 13:28

EU officials highlight the links between trade talks, defence and fiscal policy.

May-07 09:18

A dovish pivot from the MPC is possible, but the market is already partially pricing this.

May-07 05:44

MNI reports on the implications of a weakening labor market for Federal Reserve policy.

May-06 16:56

MNI speaks to former director of the Fed Board's division of monetary affairs William English.

May-06 15:36

-The BOE MPC is expected to cut in May, all eyes on its guidance and projections

May-06 13:42

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FI Market Analysis

While Q1 GDP was negative, the Fed may take more signal from evidence of solid private demand and hiring.

May 02, 2025 07:09

Austria, Germany, France, Spain and Ireland all look to hold auctions in the upcoming week.

May 02, 2025 02:38

Structural positioning continues to move toward the long side across European bond futures.

May 02, 2025 12:10

A weekly wrap of some of the key macro themes/data outcomes for the Asia Pac region.

May 02, 2025 05:57

FX Market Analysis

A weekly wrap of some of the key macro themes/data outcomes for the Asia Pac region.

May 02, 2025 05:57

We look at how the MPC could potentially tweak its guidance in May.

April 28, 2025 01:04

The impact of tariffs in the “hard” data remains inconclusive even as the “soft” data flashes warning signals

April 25, 2025 06:13

A weekly wrap of some of the key data/macro events for the Asia Pac region

April 25, 2025 05:57