All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

Rates markets look for a next Fed cut in September whilst President Trump continues to call for significant rate cuts

Jul-01 13:19

The NBP is expected to keep interest rates unchanged in a decision supported by an updated macroeconomic forecast.

Jul-01 09:58

We look at market implications of the welfare reform vote, appearances from Bailey and Taylor and the week's auctions.

Jun-30 16:45

Ex-BOE Professors Charles Bean and Michael McMahon on the Bank's use of alternative scenarios.

Jun-30 15:09

Atlanta Federal Reserve President Raphael Bostic speaks at an MNI Connect event.

Jun-30 14:31

The Chicago Business Barometer™, produced with MNI, fell 0.1 points to 40.4 in June

Jun-30 13:45

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FI Market Analysis

Germany, Spain, France and Belgium are all due to issue in the upcoming week

June 27, 2025 02:31

MNI consensus is for the headline HICP rate to accelerate slightly to 2.0% Y/Y (vs 1.9% prior).

June 26, 2025 01:22

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

June 26, 2025 06:00

European bond futures positioning is decidedly mixed after the quarterly roll and June ECB meeting.

June 23, 2025 04:17

FX Market Analysis

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

June 26, 2025 06:00

We look at last week's MPC decision

June 23, 2025 12:25

A patient Fed - Waller aside - and geopolitical risks as the US weighs striking Iran saw rates curves flatten

June 20, 2025 06:10

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

June 20, 2025 04:49