All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

A former RBNZ staffer offers his view on next week's MPC meeting.

Aug-14 05:03

The BCRP is expected to keep the benchmark rate on hold at 4.50% for a third consecutive meeting in August.

Aug-13 15:42

Former Bank of Spain chief Miguel Angel Fernandez Ordonez gives his view on the digital euro and stablecoins.

Aug-13 11:28

A former BOJ official shares his policy rate outlook.

Aug-13 05:50

NIESR Deputy Director Stephen Millard on the outlook for UK fiscal reform.

Aug-12 10:01

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FI Market Analysis

The MNI Markets team assign a subjective 2/3 probability of a November 25bp cut with a cumulatively 80% prob by December

August 09, 2025 01:59

Data took a back seat to Fed leadership developments this week.

August 08, 2025 07:10

Finland and Germany are due to hold auctions in the upcoming week. We pencil in issuance of just E6.5bln.

August 08, 2025 03:06

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

August 08, 2025 06:03

FX Market Analysis

A 25bp cut is widely expected: vote split, press conference and signalling ahead of September's QT decision in focus.

August 05, 2025 07:04

Massive downward revisions to payrolls dominate a week of significant data releases, with a September cut firmly eyed

August 01, 2025 07:31

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

August 01, 2025 06:04

We expect two-sided risks but with greater sensitivity to a dovish report after a hawkish shift on a patient Powell

July 31, 2025 10:36