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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: PBOC Net Injects CNY28.8 Bln via OMO Thursday
US TSYS: /STIR: Market Positioning Feels Long Into CPI
Positioning in both Tsy and SOFR futures remains long, leaving the risk to market positioning being titled towards a ‘hawkish’ round of CPI data.
- SOFR options activity further corroborates this view.
- While Friday’s NFP data drove some profit taking in both the Tsy and SOFR markets, longs have started to rebuild this week.
- Elsewhere, it is also worth noting that the latest J.P.Morgan Tsy client survey points to an uptick in cash Tsy longs
- Finally, market pricing continues to look aggressive when compared to recent Fedspeak and our DC policy team’s work, which has generally pointed to a preference for a more gradualist approach.
- 32bp of cuts are priced for next week’s FOMC, with just under 115bp of cuts priced through year end.
- Our full CPI preview can be found here.
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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.