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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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Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessMNI UST Issuance Deep Dive: Dec 2024
MNI US Employment Insight: Soft Enough To Keep Fed Cutting
MNI ASIA MARKETS ANALYSIS: Jobs Data Green Lights Rate Cuts
Treasuries Unwind ISM Hit But Still See Substantial Rally
- Cash Tsys have pulled back off session highs to unwind the additional rally on the ISM mfg miss.
- They still see a significant rally on the day though, with yields 17.5-21bps lower across 2-10Y tenors, led by the belly on what started as a fading of Friday’s quarter-end cheapening that accelerated with the US coming in and looking to large rallies in EU FI (European bank concerns, UK fiscal u-turns).
- Even larger declines in real yields (5YY -33bps) see the breakeven pop higher (5Y +12bps) but having fallen sharply since the Sep FOMC the latter is still only at 2.29% and at levels last seen in Feb’21.
- TYZ2 at 113-07 holds onto its clearance of 113-00 from a high of 113-27+ that came close to testing the 20-day EMA of 113-30 in second resistance of the day before volumes petered away.
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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.