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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 AccessWeek Ahead (1/3)
- Last week’s MPC meeting saw the MPC vote to keep rates on hold with a 6-3 vote split - new member Breeden voting for unchanged rates as expected and the 3 members who votes for 25bp hikes in September continuing to vote for 25bp hikes. For more on the decision see the MNI BOE Review (where we also summarise over 20 sellside views). The MPC continues to see a near-term bias towards potentially needing to do more hikes if the data surprises adversely while it tried to communicate that cuts would not be required for around a year or so. But it continues to look at activity data to try to calibrate how much of its previous tightening has passed through to the real economy.
- Against this backdrop, this week sees the KPMG-REC Report on Jobs released overnight in the early hours of Wednesday. This has become one of the most-quoted reports on the labour market by MPC members. Indeed, the Bank’s paper on labour market forecasting found that the REC report was the third best predictor of employment growth two quarters ahead (behind the BOE’s Agent’s Survey and the PMI and well ahead of the LFS data) and the best predictor of pay growth two quarters ahead. With the ONS’ official data also in a transition phase to a new methodology, there will be even greater focus on survey data – with the REC data an important component.
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.