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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.
BONDS
French and Italian contracts sit in almost polar opposite structural positioning territory per our latest Europe Pi update.
- OAT: OAT has drifted continually away from structural longs seen in mid-May to increasingly pronounced shorts - and is very short currently. Further shorts were set last week.
- BTP: BTP structural positioning remains in long territory, which has become the new norm since mid-Aug after mostly flat/short in 1H 2023. Some shorts were set last week.
- GILT: Gilts have flipped more quickly than OAT from structural longs (in early Aug) to shorts, which were reached in early Sept. Activity was indicative of long reduction last week.
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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