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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 US Employment Insight, Sep'24: Cooler But Not Sharply So
MNI BRIEF: EU Exposure To Global Trade Break "High" - Draghi
What to watch
- This morning sees plenty of tier 2 data from Europe (final reading of Spain HICP, Italy IP and the BOE/Ipsos Inflation Attitudes Survey). However, the market will be watching to see how many ECB policymakers make appearances and whether they give any new colour to yesterday's decision. Villeroy has already spoken while Holzmann is also due to speak this morning. Lagarde and Nagel are due to make appearances this afternoon.
- The focus later today will switch to US CPI - the main scheduled event of the day. Consensus has headline CPI inflation rising +0.7% M/M from +0.3% M/M as energy rebounds with large rises seen in both gasoline and the less heavily weighted gas component. Core inflation is seen dipping to +0.5% M/M (av 0.4%) from the surprisingly strong +0.57% M/M in April, in part as airfares slow from their record 19% M/M rise. Few categories are expected to materially accelerate but instead could maintain similar strength. As has been the case under this recent Fed guidance of 2x50bp hikes, greater focus will be on implications for the rate path further out determined by the breadth of sequential inflation and changes in the particularly sticky rent components. For our full CPI Preview including 10 sell side summaries click here.
- Elsewhere this afternoon we will see the Canadian labour market report as well as Michigan confidence data.
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.