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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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VIEW: JPM See Risk Of Holding After Mixed Business Survey Results
- JPMorgan believe the BoC will weigh the hard data since the December decision —primarily the labor market and inflation —and hike 25bp tomorrow before holding through 2023.
- In terms of the risks they now believe the mixed results of the Bank’s 4Q BoS could be a factor that keeps the Bank on hold. Note that the survey interviews were conducted before the Dec 7 decision so the Bank had some insight into the conditions businesses were facing when it raised the policy rate by 50bp.
- The business community presented a somewhat gloomier outlook in the Q4 survey. While businesses anticipate weaker sales growth and expect to raise their output prices at a slower pace, a key takeaway is that inflation expectations remain elevated.
- Ahead, JPM look to the new meeting deliberations to be released on Feb 8.
- A recent staff paper suggests the transparency surrounding decision-making at the central bank could increase significantly; we expect the staff recommendations will be incorporated into the summary, featuring language about the views of “some members”, ”most members,” and ”all members.”
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.