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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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Credit
Credit
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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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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 AccessMNI BRIEF: EU Rejects China EV Peace Offer - Gill
MNI US Inflation Insight, Sep'24: 25bp Cut Looks Locked In
Wells Fargo's Rjavinski and............>
US TSYS/TIPS: Wells Fargo's Rjavinski and Griffiths add on potential 2018
inflation surprises: "Fewer generic drugs could cause an upward surprise in
medical commodities to the tune of 0.2%-0.3% at the CPI level," they said. "This
component has been highly volatile in recent years, so the initial reaction may
be contained in front-end TIPS. However, if the rampup in drug costs does not
begin to fade, mkts may look for signs of longer- term structural change.
Investors with bullish lg-term outlk on inflations should extend into 10-30y
sector in breakevens or real yields."
- They said US rents may surprise "on downside if multifamily supply continues
to outstrip demand while affordability declines. This could turn cause an
overall bearish sentiment turn, given heightened importance of housing to the
economy. Look to underweight breakevens and implementing breakeven steepeners to
profit from broad bearish moves in TIPS."
- They added hotel supply growth plus "weak demand cd become another downside
concern in 2018" but won't be "longer-term trend;" they urge avoid frontend TIPS
in "wake of falling lodging away from home prices."
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.