All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

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

May-30 05:55

MNI discusses Beijing's urban renewal funding options.

May-30 04:28

MNI reports on the outlook for Federal Reserve policy.

May-29 16:42

We set out in detail our expectations for gilt issuance in the upcoming fiscal quarter.

May-29 13:20

Former Central Bank of Mexico Deputy Governor Javier Guzman talks to MNI in an interview.

May-29 12:48

The BOK lowered the Base rate 25bp to 2.5% on Thursday.

May-29 06:53

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FI Market Analysis

Market attention on trade matters had appeared to have run its course, but Friday brought a major escalation.

May 23, 2025 08:05

A BTP Italia is due; auctions from the Netherlands, Italy and Germany. There is potential for a Spain syndication.

May 23, 2025 03:46

A weekly wrap of some of the key macro themes/data points from the Asia Pac region.

May 23, 2025 05:49

The quarterly Gilt roll has begun, with the contract in "very long" territory.

May 21, 2025 01:49

FX Market Analysis

It would not be hyperbolic to describe the April CPI print as potentially the most important UK data point of the year.

May 20, 2025 12:01

Hard consumer spending data continue to bely some extremely weak sentiment readings.

May 16, 2025 06:19

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

May 16, 2025 05:44

April data is likely "stale" but still relevant for assessing the fallout from US trade policy

May 12, 2025 05:22