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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 AccessRicher With Haven Flows But At Sydney Session Cheaps
ACGBs (YM +3.0 & XM +7.5) are richer but at or near Sydney session lows after dealing in a relatively narrow range.
- There hasn’t been much on the newsflow front other than the previously outlined consumer and business confidence data.
- Hence, it seems that the course of the local market has been influenced by US Tsys, which, in a chain reaction, have been affected by safe-haven flows amid the escalating conflict in the Middle East.
- US Tsy futures are holding slightly weaker in Asia-Pac dealings, but there has been little follow-through on the initial move lower. Cash US Tsys sit 12-17bps richer across the major benchmarks after yesterday's Columbus Day holiday.
- Cash ACGBs are 3-7bps richer, with the 3/10 curve flatter. The AU-US 10-year yield differential is at -19bps.
- Swap rates are 2-6bps lower, with EFPs 1-2bps wider.
- The bills strip has bull-flattened, with pricing flat to +3.
- RBA-dated OIS pricing is 1-4bps softer for ’24 meetings, with Nov’24 leading. Terminal rate expectations have softened by 2bps to 4.19%.
- Tomorrow, the local calendar sees CBA Household Spending data, along with a Bloomberg address from RBA Assistant Governor (Financial Markets) Christopher Kent.
- Tomorrow, the AOFM plans to sell A$800mn of the 2.75% 21 November 2027 bond.
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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.