Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
Reporting on key macro data at the time of release.
Real-time insight on key fixed income and fx markets.
- Emerging MarketsEmerging Markets
Real-time insight of emerging markets in CEMEA, Asia and LatAm region
- MNI ResearchMNI 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
US DATA PREVIEW: On tap for Thursday: Weekly claims; March final PPI; weekly
securities holdings. US TSY $16B 30Y bond auction (912810SF6). Fed speakers: NY
Fed Pres Williams (Neighborhood & Housing Dev conf, NY Q&A), StL Fed Pres
Bullard (eco/mon-pol outlook, Tupelo Mo, Q&A), Fed Gov Bowman, Comm Bnkng in Age
of Innovation, Fed Family Luncheon, SF.
- Barclays economists estimate "final demand PPI to have increased 0.4% m/m in
March, driven by a rebound in energy prices as well as a modest increase in food
and core prices. For core PPI (excluding food and energy) we forecast a 0.2% m/m
increase." Barclays adds "headline PPI inflation slowed at the end of last year
as a result of the weakness in energy prices and we expect this weakness to
continue in the first half of 2019."
- Morgan Stanley economists expect core PPI "to improve in March with a 0.2%
gain. The headline figure should get an additional boost from rebounding energy
prices, and so we look for a 0.3% gain. A print in line with our forecasts would
hold headline PPI steady at 1.9% on a year-over-year basis (NSA) but would lower
core CPI to 2.2% from 2.3%."