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Policy
Policy
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Global Macro
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Actionable insight on monetary policy, balance sheet and inflation with focus on global issuance. Analysis on key political risk impacting the global markets.
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About Us
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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.
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 ASIA MARKETS OPEN: Tsy Curves Reverse Course Ahead Wed CPI
MNI ASIA MARKETS ANALYSIS:Waiting For Next Inflation Shoe Drop
Key Inter-Meeting Fed Speak – Dec 2024
US TREASURY AUCTION CALENDAR: Avg 3Y Sale
Pelosi Risk Premium Being Built In
The defensive tone continues to manifest in Asia, with the previously alluded to block buy in TY futures (+1.5K) helping underpin the Tsy space as the market fallout related to U.S. House Speaker Pelosi’s impending journey to Taiwan extends.
- TYU2 last deals +0-21+ at 122-01, 0-01 off the peak of its 0-16+ range, while cash Tsys run 5-6bp richer across the curve.
- On the headline front note that UDN recently covered comments from Taiwan’s Defence Ministry, which noted that it will strengthen its combat readiness (linked to Pelosi’s trip).
- In terms of cross-asset flows weakness in the Hang Seng has been notable (trading the best part of 3% lower shortly after the re-open), while e-minis run 0.5% softer on the day and the JPY extends its recent recovery in G10 FX trade.
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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.