All signal, no noise
All signal, no noise
All signal, no noise
Latest insights
Just Germany and France are scheduled to hold auctions in the upcoming week as issuance slows down ahead of Easter.
Mar-27 17:19The BanRep interest rate decision, BCCh minutes and Peru CPI inflation are in focus in Latam next week.
Mar-27 17:08Both Polish and Turkish inflation data set to cross
Mar-27 16:32EM risk sentiment turned more positive, but tentative.
Mar-27 13:57
MNI Colombia CB - Mar 2026: Another Aggressive Rate Hike

MNI Colombia CB - Mar 2026: Another Aggressive Rate Hike

MNI INTERVIEW: Survey Shows Swedish Recovery On Track - NIER

MNI INTERVIEW: Survey Shows Swedish Recovery On Track - NIER
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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 Colombia CB - Mar 2026: Another Aggressive Rate Hike

MNI Colombia CB - Mar 2026: Another Aggressive Rate Hike

MNI INTERVIEW: Survey Shows Swedish Recovery On Track - NIER

MNI INTERVIEW: Survey Shows Swedish Recovery On Track - NIER
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
Just Germany and France are scheduled to hold auctions in the upcoming week as issuance slows down ahead of Easter.
Mar-27 17:19The BanRep interest rate decision, BCCh minutes and Peru CPI inflation are in focus in Latam next week.
Mar-27 17:08Both Polish and Turkish inflation data set to cross
Mar-27 16:32EM risk sentiment turned more positive, but tentative.
Mar-27 13:57Newsletter
MNI US MARKETS ANALYSIS - Energy Costs Show in German CPI
Mar-30 11:01MNI US OPEN - Trump Says US Could ‘Take the Oil in Iran’
Mar-30 09:45MNI DAILY TECHNICAL ANALYSIS - E-mini S&P Bear Trend Holds
Mar-30 07:43MNI EUROPEAN MARKETS ANALYSIS: USD/JPY Back Under 160.00
Mar-30 05:23MNI EUROPEAN OPEN: Oil Higher, Risk Appetite Up From Lows
Mar-30 05:11MNI Global Week Ahead - War Ongoing, EZ HICP and US NFP Due
Mar-29 20:00MNI ASIA OPEN: US/Iran War Risk to Inflation & Growth, Paulson
Mar-29 18:13MNI ASIA MARKETS ANALYSIS: Safe Havens Outpace Stagflation
Mar-27 19:47MNI Technical Analysis
Monitoring The EURJPY Bull Channel Support

FI Market Analysis
Read moreFI Market AnalysisThe release will be the first to reflect price reactions to the Iran conflict.
March 26, 2026 03:28The release will be the first to reflect price reactions to the Iran conflict.
March 26, 2026 03:19Italy will hold the supplementary round of BTP-ST / BTPei auction and Belgium its ordinary non-competitive round today.
March 26, 2026 06:52Download Full Document Here: https://media.marketnews.com/MNI_P25032026_c6565cf429.pdf EXECUTIVE SUMMARY * Pre-existing net structural longs in European bond futures have disappeared in the post-Mar/Jun roll period that has coincided with the outbreak of war in the Middle East. * Vs our last update going into the Mar 6 Eurex roll deadline, there are now no contracts in structural "long" territory, vs 3 prior. * Indeed, now 6 of 7 contracts are short, with Gilt the exception. * While we caution that rolls may have distorted the signal, we note the most recent week of trade has seen mostly long reduction and short-setting. * GERMANY: German positioning has moved entirely short: Schatz and Bobl "very short" and Bund and Buxl merely "short". Pre-Eurex rolls, Bobl and Schatz had been long. The latest week saw short-setting in Schatz and Bund and long reduction in Bobl, with Buxl set apart by long-setting. * OAT: OAT structural positioning remains short, unchanged from pre-roll. The latest week's trade was indicative of long reduction. * GILT: Gilt structural "flat" positioning is likewise not much changed from February (though the Gilt roll preceded Eurex's by about a week). The latest week saw some long reduction. * BTP: BTP structural positioning is currently short, in stark contrast to its long-standing long positioning prior to March. Trade indicative of short-setting was seen last week.
March 25, 2026 03:29FX Market Analysis
Read moreFX Market AnalysisDownload Report Here: https://media.marketnews.com/Global_Tech_Trend_Monitor_Mar26_c2ce0a9fce.pdf EXECUTIVE SUMMARY: * We update our Global Tech Trend Monitor to incorporate sharp swings in asset prices since the onset of the Iran War * Notably, while the short-term trend in WTI crude futures is up, markets have rarely been able to sustain a breach above a multi-decade range * AUDJPY on cusp of possible major reversal, with the August 1990 high of 122.70 a particular level of note
March 25, 2026 01:51Norges Bank is expected to hold the deposit rate at 4.00%, but the overall tone of the meeting is likely to be hawkish.
March 24, 2026 02:20The last pre-conflict UK CPI print is expected to see headline CPI remain around 3.0%Y/Y; we look at drivers and details
March 24, 2026 02:17We look at the COBRA meeting today and look ahead to this week's BOE speakers and UK data (inc CPI and flash PMIs).
March 23, 2026 03:44




