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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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Policy
Policy
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
LATEST FROM POLICY: -
G10 Markets
G10 Markets
Real-time insight on key fixed income and fx markets.
Launch MNI Podcasts -
Emerging Markets
Emerging Markets
Real-time insight of emerging markets in CEMEA, Asia and LatAm region
-
Commodities
Commodities
Real-time insight of oil & gas markets
-
Credit
Credit
Real time insight of credit markets
-
Data
-
MNI Research
Actionable insight on monetary policy, balance sheet and inflation with focus on global issuance. Analysis on key political risk impacting the global markets.
-
About Us
Real-time Actionable Insight
Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessNAB: Spending Some Time Outside Its Comfort Zone
NAB think “the USD has not yet peaked given a hawkish Fed and rising concerns over an imminent global recession (with Europe’s Russian energy dependency and China’s zero-COVID strategy major headwinds). The U.S. is better placed than other economies to withstand an economic slowdown, indeed this economic backdrop is allowing the Fed to retain its aggressive stance in its quest to bring inflation to heel. Our stronger for (still) longer USD view implies a more extended period below $0.70 for AUD/USD with the currency seen broadly contained in a $0.65-0.70 range over coming quarters. From a valuation perspective, longer-dated hedging from Australian exporters and reassessment of FX hedges by asset managers should become a consideration should levels at or below 0.65 be seen (a potentially AUD supporting influence). Given its risk sensitive nature, AUD will remain vulnerable to further weakness on the view that significantly slower global growth, whether or not the world falls into the outright recession, is not yet adequately priced into risk assets. We now see the AUD back above the $0.70 mark, on sustained basis, only from around the middle of next year. This view is contingent on our assumption that we will eventually see a reconnection between the AUD and commodity prices once the USD begins a cyclical decline following Fed success in its anti-inflation pursuit.”
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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.