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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.
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Free AccessStocks Stage Late Rebound From Steep First Half Losses
Overall volumes rather muted Monday, traders pre-occupied ahead midweek CPI and Friday's Jan Eurodollar option expiration. Surprise: Stocks higher late.
- Stock indexes managed late session rebound, Nasdaq topping 4681.0 late vs. 4575.0 low -- no obvious headline driver but higher Tsy yld headwinds eased around midday, trading desks reporting several large program buys near lows.
- Medium term focus on finding value in downside puts targeting first rate hike at the March 15/16 FOMC policy annc.
- Note -- various dealers bringing there liftoff expectation forward to March as well: GS, JPM, MS and NatWest for starters as well as more details over Balance Sheet normalization.
- Markets eager for details of timing on Quantitative Tightening as well. NatWest strategists say the June 14/15 FOMC a close call between second rate hike vs. QT, but not both. "This decision should be highly data dependent. We lean to the Fed announcing a second interest rate hike at the June Meeting, but we envision strong risk to an early start of QT."
- Tuesday -- Fed Chairman Powell nomination hearing with Senate committee on Banking, Housing and Urban Affairs Tuesday at 1000ET.
- The 2-Yr yield is up 4bps at 0.9024%, 5-Yr is up 3bps at 1.5285%, 10-Yr is up 0.7bps at 1.7692%, and 30-Yr is down 1.3bps at 2.1028%.
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.