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Policy
Policy
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
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EM Policy
Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
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G10 Markets
G10 Markets
Real-time insight on key fixed income and fx markets.
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Emerging Markets
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Data
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Global Macro
Global Macro
Actionable insight on monetary policy, balance sheet and inflation with focus on global issuance. Analysis on key political risk impacting the global markets.
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About Us
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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.
Real-time Actionable Insight
Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessVIEW: Wednesday saw Bank of America...........>
BONDS: VIEW: Wednesday saw Bank of America Research note question "will the
demand impact of the crisis dominate in a disinflationary way or will the
supply-side damage be inflationary over the medium term? Our economists stress
the former and that seems to be what the market is pricing. Respondents to our
Survey seem concerned about upside inflation risk, but there is scant sign of
this underpinning the inflation-linked market. The good news is that you do not
have to decide. You can just go long the inflation uncertainty because there are
some linkers with such low breakevens that they can be regarded more like
nominal bonds with cheap (or seemingly free) call options on any positive future
inflation we might be lucky enough to see. JGBis and BTPeis fit the bill, but
the outstanding example is BTP Italia, offering exceptional value, in our view.
To read the full story
Sign up now for free trial access to this content.
Please enter your details below.
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.