All signal, no noise
All signal, no noise
All signal, no noise
Latest insights
The NBP rate decision takes focus across CEEMEA. CPI inflation data for December is due in Hungary.
Jan-09 14:55Issuance is expected to remain elevated in the third week of the new year.
Jan-09 14:47Former Banxico director and advisor Federico Rubli Kaiser talks to MNI in an interview.
Jan-09 12:51You are invited to join an MNI Webcast with Alberto Musalem, President & CEO, Federal Reserve Bank of St Louis.
Jan-09 12:00An Italian government official gives Rome's view of the Greenland dispute.
Jan-09 11:26Former Central Bank of Brazil deputy governor for international affairs Tony Volpon talks to MNI in an interview.
Jan-09 10:48
MNI US Employment Insight: U/E Rate Improves But Payrolls Soft

MNI US Employment Insight: U/E Rate Improves But Payrolls Soft

MNI US Macro Weekly: Activity Hums While Labor Market Stutters

MNI US Macro Weekly: Activity Hums While Labor Market Stutters
Key Events
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Open CalendarLink to the pagemyMNIhttps://my.mnimarkets.com/dashboard?widget=/events/key-events-calendarHSC on myMNILink to the pageMore CalendarsLink to the page
MNI US Employment Insight: U/E Rate Improves But Payrolls Soft

MNI US Employment Insight: U/E Rate Improves But Payrolls Soft

MNI US Macro Weekly: Activity Hums While Labor Market Stutters

MNI US Macro Weekly: Activity Hums While Labor Market Stutters
Key Events
Calendar
Open CalendarLink to the pagemyMNIhttps://my.mnimarkets.com/dashboard?widget=/events/key-events-calendarHSC on myMNILink to the pageMore CalendarsLink to the pageLatest insights
The NBP rate decision takes focus across CEEMEA. CPI inflation data for December is due in Hungary.
Jan-09 14:55Issuance is expected to remain elevated in the third week of the new year.
Jan-09 14:47Former Banxico director and advisor Federico Rubli Kaiser talks to MNI in an interview.
Jan-09 12:51You are invited to join an MNI Webcast with Alberto Musalem, President & CEO, Federal Reserve Bank of St Louis.
Jan-09 12:00An Italian government official gives Rome's view of the Greenland dispute.
Jan-09 11:26Former Central Bank of Brazil deputy governor for international affairs Tony Volpon talks to MNI in an interview.
Jan-09 10:48Newsletter
MNI Global Week Ahead: US CPI In Focus
Jan-09 19:23MNI US MARKETS ANALYSIS - NFP Next, Tariff Ruling a Tail Risk
Jan-09 12:02MNI US OPEN - US Payrolls Expected Cleaner, But Not Fogless
Jan-09 10:35MNI DAILY TECHNICAL ANALYSIS - USDJPY Tilted Toward Resistance
Jan-09 08:56MNI EUROPEAN MARKETS ANALYSIS: Oil On Track For Weekly Rise
Jan-09 05:45MNI EUROPEAN OPEN: USD Edges Up Ahead of NFP
Jan-09 05:31MNI ASIA OPEN: December Employ & SCOTUS on Tariffs Ahead
Jan-08 21:18MNI ASIA MARKETS ANALYSIS: Senate Advances Vote on War Actions
Jan-08 21:16MNI Technical Analysis
Gold Bull Cycle Extends

FI Market Analysis
Read moreFI Market AnalysisDOWNLOAD DOCUMENT HERE: https://media.marketnews.com/MNI_US_Deep_Dive_Issuance_2025_12_5febcd59fc.pdf Coupon Issuance Set To Remain Steady; Bills More Intriguing * Attention swiftly turns to the next quarterly Refunding round which gets underway February 2nd with the latest financing requirement estimates, then the full announcement on February 4. * There is no expectation that there will be any changes to coupon auction sizes, though deficit estimates will be eyed alongside bill issuance estimates (seasonally bill issuance picks up in February before dropping sharply in March and April). * December auction review: December's coupon Treasury auctions were fairly solid, with no real outstanding results. Overall, there were 4 trade-throughs, 2 tails, and 1 on-the-screws. * Upcoming issuance: January's nominal coupon issuance will total $315B, in addition to $22B TIPS (10Y) and $30B 2Y FRNs for a total $367B. Auctions start next week with $58B 3Y note and $39B 10Y Note reopen on Monday, followed by $22B 30Y Bond reopen on Tuesday.
January 08, 2026 07:52Italy and Portugal are both likely to hold syndications today while Spain and France will hold auctions today.
January 08, 2026 06:45The December payrolls report should offer a less distorted view of the labor market ahead of the Jan 28 FOMC decision
January 07, 2026 02:44MNI's Key Central Bank Decision Dates calendar for 2026.
January 06, 2026 11:59FX Market Analysis
Read moreFX Market AnalysisDownload Full Report Here: https://media.marketnews.com/Fed_Minutes_Preview_Dec2025_bf656ac185.pdf Our preview of the December FOMC meeting minutes (out Dec 30 at 2pm ET) includes what to watch for upon release; MNI's FOMC Hawk-Dove Spectrum; analyst expectations; and key highlights of FOMC participant commentary since the meeting.
December 30, 2025 03:492026 sovereign rating review schedules for Fitch, Moody's, S&P, Morningstar DBRS & Scope Ratings.
December 29, 2025 10:38We look at the tweaks to the BOE's guidance, where the bar is for cuts at and the latest data developments.
December 23, 2025 01:17EXECUTIVE SUMMARY: * The BoJ hiked rates by 25bps last Friday, in line with the sell-side economic consensus and market pricing. As expected, the BoJ also kept a tightening bias into 2026, as it still views policy settings as accommodative. * Still, the market came away disappointed on lack of details on the timing around further rate hikes, with yen weakening and JGB yields pushing higher. * Market pricing has a further 25bps hike priced by around the July meeting next year. * Part of the market focus will be on whether higher USD/JPY levels brings forward market expectations for the next hike. FOR THE FULL PUBLICATION PLEASE USE THE FOLLOWING LINK: BOJ Review - Dec 2025.pdf: https://media.marketnews.com/BOJ_Review_Dec_2025_eab8c7b7c6.pdf
December 22, 2025 03:49




