-
Policy
Policy
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
LATEST FROM POLICY: -
EM Policy
EM Policy
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
LATEST FROM EM POLICY: -
G10 Markets
G10 Markets
Real-time insight on key fixed income and fx markets.
Launch MNI PodcastsFixed IncomeFI Markets AnalysisCentral Bank PreviewsFI PiFixed Income Technical AnalysisUS$ Credit Supply PipelineGilt Week AheadGlobal IssuanceEurozoneUKUSDeep DiveGlobal Issuance CalendarsEZ/UK Bond Auction CalendarEZ/UK T-bill Auction CalendarUS Treasury Auction CalendarPolitical RiskMNI Political Risk AnalysisMNI Political Risk - US Daily BriefMNI Political Risk - The week AheadElection Previews -
Emerging Markets
Emerging Markets
Real-time insight of emerging markets in CEMEA, Asia and LatAm region
-
Commodities
-
Credit
Credit
Real time insight of credit markets
-
Data
-
Global Macro
Global Macro
Actionable insight on monetary policy, balance sheet and inflation with focus on global issuance. Analysis on key political risk impacting the global markets.
Global MacroDM Central Bank PreviewsDM Central Bank ReviewsEM Central Bank PreviewsEM Central Bank ReviewsBalance Sheet AnalysisData AnalysisEurozone DataUK DataUS DataAPAC DataInflation InsightEmployment InsightGlobal IssuanceEurozoneUKUSDeep DiveGlobal Issuance Calendars EZ/UK Bond Auction Calendar EZ/UK T-bill Auction Calendar US Treasury Auction Calendar Global Macro Weekly -
About Us
To read the full story
Sign up now for free trial access to this content.
Please enter your details below.
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.
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 AccessMNI BRIEF: PBOC Increases Gold Reserves
MNI BRIEF: Japan Q3 GDP Revised Up On Net Exports, Capex
MNI ASIA OPEN: Nov Job Gains, Fed Blackout, CPI/PPI Ahead
MNI UST Issuance Deep Dive: Dec 2024
OIES Raise 2024 Brent Forecast to $82.9/bbl on Market Deficit
OIES have raised the Brent forecast from $82.1/bbl to $82.9/bbl in 2024 with 2025 at $79.4/bbl due to extended OPEC+ cuts and robust non-OECD demand according to the latest Oil Monthly report.
- The market balance has flipped into a deficit of 400kb/d this year to pressure stocks and expected to raise Brent to the mid-to-high $80s in Q4.
- A 1.3mb/d deficit is now forecast for Q2, following a 380kb/d deficit in Q1 before returning to a marginal 40kb/d surplus in H2 and a 390kb/d surplus in 2025. OECD commercial stocks are unlikely to build significantly this year.
- Global oil demand forecast remains unchanged at 1.5mb/d in 2024 and 1.1mb/d in 2025. Non-OECD demand, particularly India and China, to start strong before softening in H2 while weak OECD demand growth remains flat for the year. Diesel/gasoil demand in 2024 is scaled back.
- Global supply growth forecast drops by 360kb/d to 930kb/d in 2024 but increased by 390kb/d to 1.9mb/d in 2025. OPEC crude growth in 2024 is reduced by 420kb/d to -170kb/d while non-OPEC crude growth is downgraded by 100kb/d to 830kb/d. US crude growth is revised lower by 120kb/d to 360kb/d.
To read the full story
Sign up now for free trial access to this content.
Please enter your details below.
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.