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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.
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Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessMNI BRIEF: China November PMI Rises Further Above 50
MNI US Macro Weekly: Politics To The Fore
MNI US CPI Preview: Watch Services For Terminal Implications
EXECUTIVE SUMMARY
- Released Sep 13 0830ET, the August CPI print is expected to see similar sequential figures as July, with a second month of core at a ‘lower’ 0.3% M/M (0.31% in July) and headline at -0.1% M/M (-0.02%) after another drag from energy.
- It will take a sizeable miss to knock the FOMC off an almost fully priced 75bp hike next week, especially after VC Brainard said last week she wants to see “several” months of lower inflation before Waller upped it with wanting to see a permanent, longer-term decline having been burned by last year’s apparent easing.
- Risk of potentially larger reaction in the event of a miss after last week's Fed push of higher rates for longer saw an implied terminal Fed Funds effective rate briefly north of 4% and 2Y Ts yields hit fresh post-2007 highs, but there is scope for sizeable moves in either direction.
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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.