All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

MNI interviews former senior Treasury official on outlook for monetary policy amid pressures on independence.

Jul-25 12:08

MNI's key exclusive stories for this week

Jul-25 09:08

EM $ index spreads established new YTD tights as rising momentum behind tariff deals, including an agreement with the

Jul-25 08:07

MNI reports on Trump-Powell saga.

Jul-24 21:02

Lagarde in wait and see mode sees rate cut expectations trimmed further as markets assess the end of the easing cycle

Jul-24 17:26

MNI interviews Hoover fellow and ex-Fed adviser John Cochrane on monetary-fiscal interactions.

Jul-24 17:18

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FI Market Analysis

See the PDF for BOE balance sheet tracker, supply previews, projected gilt market cash flows and issuance calendar.

July 21, 2025 11:18

We look in detail at the UK June CPI and the July vintage of labour market data and its impact on the MPC.

July 21, 2025 05:49

June’s inflation and economic activity readings didn’t settle the debate over the impact of tariffs.

July 18, 2025 07:26

Germany and Italy look to hold auctions in the upcoming week. We pencil in a summer slowdown in issuance to E11.5bln.

July 18, 2025 04:51

FX Market Analysis

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

July 18, 2025 05:50

This week’s labour market and inflation data has taken on added significance after Governor Bailey’s recent interview.

July 15, 2025 01:41

Fed rate cut pricing was little changed this week, as data appeared to confirm a steady economic outlook.

July 11, 2025 09:00

It’s a busier first week to the earnings season than usual this quarter, with close to 10% of the S&P 500 by market cap

July 11, 2025 03:02