All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

The Riksbank is largely expected to leave policy on hold in August with its interpretation of recent data surprises key

Aug-15 13:42

Former head of the Central Bank of Brazil’s department of economic research Marcelo Kfoury talks to MNI in an interview.

Aug-15 12:53

MNI's key exclusive stories for this week

Aug-15 08:31

Emerging Markets were strong, with USD index spreads tightening 10.7bp over the week, which set new year-to-date tights.

Aug-15 08:01

The RBNZ MPC will meet next week.

Aug-15 06:42

A weekly wrap of some of the key macro themes/data outcomes for the Asia Pac region.

Aug-15 05:56

Latest insights

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FI Market Analysis

The FOMC is mostly priced to resume rate cuts next month but we still see more sensitivity to a dovish surprise

August 11, 2025 03:09

Futures representing the shorter end of the German curve and BTPs remain in the longest structural positioning.

August 11, 2025 01:33

A continually softening labour market is a necessity for another quarterly cut in November.

August 11, 2025 08:40

The MNI Markets team assign a subjective 2/3 probability of a November 25bp cut with a cumulatively 80% prob by December

August 09, 2025 01:59

FX Market Analysis

Data took a back seat to Fed leadership developments this week.

August 08, 2025 07:10

A weekly wrap of some of the key macro themes/data outcomes for the Asia Pac region.

August 08, 2025 06:03

A 25bp cut is widely expected: vote split, press conference and signalling ahead of September's QT decision in focus.

August 05, 2025 07:04

Massive downward revisions to payrolls dominate a week of significant data releases, with a September cut firmly eyed

August 01, 2025 07:31