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 12:08EM $ index spreads established new YTD tights as rising momentum behind tariff deals, including an agreement with the
Jul-25 08:07MNI reports on Trump-Powell saga.
Jul-24 21:02Lagarde in wait and see mode sees rate cut expectations trimmed further as markets assess the end of the easing cycle
Jul-24 17:26MNI interviews Hoover fellow and ex-Fed adviser John Cochrane on monetary-fiscal interactions.
Jul-24 17:18
MNI EGB Issuance, Redemption and Cash Flow Matrix – W/C 28 Jul

MNI EGB Issuance, Redemption and Cash Flow Matrix – W/C 28 Jul

MNI FED WATCH: Rates On Hold As Possible Fall Cut Considered

MNI FED WATCH: Rates On Hold As Possible Fall Cut Considered
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Open CalendarLink to the pagemyMNIhttps://my.mnimarkets.com/dashboard?widget=/events/key-events-calendarHSC on myMNILink to the pageMore CalendarsLink to the page
MNI EGB Issuance, Redemption and Cash Flow Matrix – W/C 28 Jul

MNI EGB Issuance, Redemption and Cash Flow Matrix – W/C 28 Jul

MNI FED WATCH: Rates On Hold As Possible Fall Cut Considered

MNI FED WATCH: Rates On Hold As Possible Fall Cut Considered
Key Events
Calendar
Open CalendarLink to the pagemyMNIhttps://my.mnimarkets.com/dashboard?widget=/events/key-events-calendarHSC on myMNILink to the pageMore CalendarsLink to the pageLatest insights
MNI interviews former senior Treasury official on outlook for monetary policy amid pressures on independence.
Jul-25 12:08EM $ index spreads established new YTD tights as rising momentum behind tariff deals, including an agreement with the
Jul-25 08:07MNI reports on Trump-Powell saga.
Jul-24 21:02Lagarde in wait and see mode sees rate cut expectations trimmed further as markets assess the end of the easing cycle
Jul-24 17:26MNI interviews Hoover fellow and ex-Fed adviser John Cochrane on monetary-fiscal interactions.
Jul-24 17:18Newsletter
MNI ASIA MARKETS ANALYSIS: Ylds Slip, Stocks Up on Trade Talk
Jul-25 19:32MNI Global Week Ahead: Central Banks, UST Refunding and Data
Jul-25 18:49MNI US MARKETS ANALYSIS - Weak Retail Sales Hit GBP
Jul-25 11:05MNI US OPEN - Trump Says Not Necessary to Fire Powell
Jul-25 09:40MNI DAILY TECHNICAL ANALYSIS - EUR Maintains Firmer Tone
Jul-25 07:34MNI EUROPEAN MARKETS ANALYSIS: Strong Week for China Equities
Jul-25 05:35MNI EUROPEAN OPEN: Not Necessary to Fire Powell
Jul-25 05:18MNI ASIA OPEN: Tsy Yields Rise, Mixed Data, ECB Holds Steady
Jul-24 19:41MNI Technical Analysis
USD Index (DXY) Tests A Long-Term Trendline Support

FI Market Analysis
Read moreFI Market AnalysisSee the PDF for BOE balance sheet tracker, supply previews, projected gilt market cash flows and issuance calendar.
July 21, 2025 11:18We 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 05:49June’s inflation and economic activity readings didn’t settle the debate over the impact of tariffs.
July 18, 2025 07:26Germany and Italy look to hold auctions in the upcoming week. We pencil in a summer slowdown in issuance to E11.5bln.
July 18, 2025 04:51FX Market Analysis
Read moreFX Market AnalysisA weekly wrap of some of the key data outcomes/macro themes for the Asia Pac region
July 18, 2025 05:50This week’s labour market and inflation data has taken on added significance after Governor Bailey’s recent interview.
July 15, 2025 01:41Fed rate cut pricing was little changed this week, as data appeared to confirm a steady economic outlook.
July 11, 2025 09:00It’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