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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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Free Access### POV, FADING POST FOMC RATE...>
US EURODLR OPTIONS: ### POV, FADING POST FOMC RATE RALLY
- Discerning what major market hedgers have been doing since the last NFP has
been exceedingly aggravating. Much like summer doldrums, trade has lacked a
certain amount of conviction for one reason or another (but usually associated
with uncertainty over global trade, slowing global economies, Brexit, etc..).
Meanwhile, volumes have been dwindling for weeks as liquidity providers hit the
sidelines.
- Thankfully not the case today. While exogenous risk factors remain, at least a
dovish-toned Fed is in the rear view mirror, drawing many off the sidelines as
they weigh the prospect of waning economic growth vs. further monetary
accommodation.
- Taking advantage of the drop in implied vol, Eurodollar put option volumes
have spiked (ex: +30k Dec 71/72/75 broken put flys, +30k Dec 71/72/73/75 put
condors) as accounts look to fade the rate rally as equities surge -- accepting
the invitation to "chase riskier returns". No telling how long the activity will
last, but it's good to see some counter-market trade coming back to play.
To read the full story
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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.