All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

MNI interviews former Bank of China chief researcher Zong Liang on prospects for global use of the yuan.

Jun-11 09:18

The BOJ Board will deliver its latest policy decision next Tuesday.

Jun-11 06:46

MNI discusses the BOJ's policy rate view.

Jun-11 04:17

Former BCB deputy governor for monetary policy Luiz Fernando Figueiredo talks to MNI in an interview.

Jun-10 14:26

The BCRP is expected to leave its benchmark reference rate unchanged at 4.25% on Thursday.

Jun-10 13:57

Governor Tiff Macklem says Middle East drag has increased, US trade policy remains volatile.

Jun-10 13:45

Latest insights

Trial MNI

Trial our real time service now

FI Market Analysis

Executive Summary: * We update our Tech Trend Monitor to incorporate the latest market moves over the course of May * Currency market trends are extending significant longer-term trends, particularly in EURCHF, USDCNH, and AUDNZD * Equity bull cycles have run further, but are extending into overbought territory See full chartset covering key FX, commodity, equity and bond market trends here: MNITechTrendMonitorJune.pdf: https://media.marketnews.com/MNI_Tech_Trend_Monitor_June_61551da43d.pdf

June 10, 2026 02:31

A first ECB hike is fully priced for Thursday with attention instead on any timing clues for subsequent hikes

June 10, 2026 07:32

Greece is likely to hold a syndication today, Germany and Portugal will hold auctions, Austria will hold second round.

June 10, 2026 05:58

EU and Italy are likely to hold syndications today while the Netherlands, Austria, Germany, Finland will hold auctions.

June 09, 2026 06:16

FX Market Analysis

A first ECB hike is fully priced for Thursday with attention instead on any timing clues for subsequent hikes

June 10, 2026 07:32

Monthly inflation rates are expected to moderate in May but Y/Y rates should accelerate further with headline above 4%

June 08, 2026 07:19

We look ahead to the data releases that will be important for UK markets ahead of next week's MPC meeting.

June 08, 2026 02:47

Download Full Report Here: https://media.marketnews.com/BOC_Preview_Jun2026_420a69add9.pdf EXECUTIVE SUMMARY: * The Bank of Canada is overwhelmingly expected by both markets and analysts to maintain its overnight rate for a 5th consecutive decision at 2.25% at the June meeting (announcement on June 10). * Mixed activity data and an uncertain near-term geopolitical outlook make it likely that the BOC will also likely leave its message from the last meeting in April largely intact: potential upside in rates is greater than the downside at this juncture, but maintaining policy is still the "right thing to do for today" as uncertainty over trade and energy prices looms large. * Rate markets imply a full 25bp hike by year-end, but the BOC has no real urgency to make a move given still-soft core inflation readings and possible paradigm-shifting developments from ongoing Canada-US-Mexico trade negotiations and US-Iran talks. * Analysts remain nearly unanimous that the next move will be a hike rather than a cut, but the vast majority see a hold through the rest of this year with 50bp of increases in 2027. See table for more details.

June 05, 2026 08:05