All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

The MPC dropped its easing bias. We look at the prospects for a hike and whether fiscal policy can alleviate it.

Mar-21 08:14

The EU, Belgium, the Netherlands, Germany and Italy will hold auctions in the upcoming week.

Mar-20 18:30

Fed rates shift to a hiking bias as the Middle East conflict escalates and core central banks discuss reaction functions

Mar-20 18:18

Interest rate decisions in Chile and Mexico are the highlights in Latam next week.

Mar-20 17:23

Hungary and South Africa rate decisions take centre stage next week.

Mar-20 15:37

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FI Market Analysis

The Riksbank held the policy rate at 1.75%, but uncertainty around the baseline projections was stressed throughout.

March 20, 2026 01:20

France holds the non-competitive round for MT / IL auctions today while the Dutch DSTA is expected to publish Q2 plans.

March 20, 2026 06:45

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

March 20, 2026 06:07

ECB communications showed a non-committal stance but one clearly wary of inflation risks, playing into hawkish markets

March 19, 2026 06:06

FX Market Analysis

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

March 20, 2026 06:07

ECB communications showed a non-committal stance but one clearly wary of inflation risks, playing into hawkish markets

March 19, 2026 06:06

The RBA decided to hike rates 25bp to 4.1% but the difficult discussion was reflected in the 5-4 split vote.

March 19, 2026 02:04

Download Full Report Here: https://media.marketnews.com/Fed_Review_Mar2026_ca9af9f0b8.pdf EXECUTIVE SUMMARY: March's FOMC meeting brought few surprises on the immediate monetary policy front, but there were intriguing longer-run developments, including on Chair Powell's future. Markets modestly priced out the degree of upcoming rate cuts, though this was largely a continuation of price action throughout the day on the back of developments in the Middle East war. The press conference concluded with just 18bp of cuts priced through the end of 2026, vs 22bp just before the release of the decision. See PDF report for: * MNI View * Market Reaction * MNI Instant Answers * Press Conference Transcript * FOMC Meeting Links * Policy Statement Changes * Dot Plot/Econ Projections * MNI Policy - Fed Watch

March 18, 2026 08:37