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Why MNI
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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 AccessUBS Clearly Below CPI Consensus But With Upside Risks
- UBS are below consensus for core CPI with 0.32% M/M (cons 0.4), and that’s pushed up from their nowcast of 0.28% M/M, although see risks to the upside as has been the case in recent months and wouldn’t be surprised to see core CPI anywhere between 0.23-0.44% M/M.
- They see the step down from the past couple of months being led by CPI rents (OER 0.61% M/M), which may finally be starting to see the effect of slowing market rents over the past year and half.
- Additionally, prices for core goods ex transportation and core services ex housing rents should resume a more moderate pace amid consumer import prices trending down and supplier delivery times decreasing.
- Risks to the upside include apparel prices (Feb and Sep tend to have large seasonal price increases) and transportation services prices (which have been rising quickly of late).
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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.