All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

MNI looks ahead at the policy outlook following the May FOMC meeting.

May-07 21:27

A slim majority of analysts expect the BCRP to extend the pause of its easing cycle, keeping the policy rate at 4.75%.

May-07 17:15

MNI speaks to Evan Koenig, former senior aide to the president of the Dallas Fed, on the economic outlook.

May-07 14:32

Services Y/Y Exceeds Highest Analyst Estimate

May-07 13:51

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

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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