All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

Head of Canadian cattle association says tight supply and rising demand will keep beef prices high.

Dec-02 17:31

MNI discusses the BOJ’s key concerns ahead of its December policy meeting.

Dec-02 13:59

Benign inflation trends open up room for the NBP to adjust the reference rate 25bp lower one more time this year.

Dec-02 09:10

MNI discusses the BOJ’s key concerns ahead of its December policy meeting.

Dec-02 03:42

MNI picks keys stories from today's China press

Dec-02 01:21

MNI discusses the RBA's cash rate view.

Dec-01 01:35

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FI Market Analysis

Headline HICP is expected to firm a tenth to around 2.2% Y/Y, while core is seen holding at 2.4%.

November 27, 2025 07:07

The MPC voted 5-1 to cut rates 25bp to 2.25%, as was expected. The discussion was between a hold or 25bp of easing.

November 27, 2025 03:53

The RBNZ is likely to cut rates 25bp on 26 November to 2.25%, edging below its estimate of "neutral".

November 25, 2025 04:04

We discuss the five factors (in order of importance) that will drive the market reaction to this week's Budget

November 24, 2025 12:41

FX Market Analysis

The RBNZ is likely to cut rates 25bp on 26 November to 2.25%, edging below its estimate of "neutral".

November 25, 2025 04:04

We discuss the five factors (in order of importance) that will drive the market reaction to this week's Budget

November 24, 2025 12:41

The “fog” of data following the federal government shutdown is only slowly lifting.

November 21, 2025 07:56

The UK Budget s the biggest domestic event of 2025. We answer main questions, outline potential measures and impacts.

November 21, 2025 05:00