All signal, no noise
All signal, no noise
All signal, no noise
Latest insights
Manoel Carlos Pires, former secretary of economic policy at the Ministry of Finance, talks to MNI in an interview.
Apr-01 17:05MNI interviews ISM manufacturing chair on sector outlook amid energy shock.
Apr-01 16:59March payrolls growth is likely to be boosted by a reversal of a strike and arguably an adverse weather impact
Apr-01 16:34MNI interviews former NY Fed staffer on outlook for monetary policy and inflation.
Apr-01 12:39The Colombian central bank hiked its overnight lending rate by a further 100bp to 11.25% in March, as expected.
Apr-01 10:35MNI looks at the BOE's likely verdict on recent gilt and rates market moves.
Mar-31 16:20
MNI: China SOEs Target AI-Driven Electricity Costs

MNI: China SOEs Target AI-Driven Electricity Costs

MNI: China Seen Partly Devolving Consumption Tax To Local Govt

MNI: China Seen Partly Devolving Consumption Tax To Local Govt
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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: China SOEs Target AI-Driven Electricity Costs

MNI: China SOEs Target AI-Driven Electricity Costs

MNI: China Seen Partly Devolving Consumption Tax To Local Govt

MNI: China Seen Partly Devolving Consumption Tax To Local Govt
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
Manoel Carlos Pires, former secretary of economic policy at the Ministry of Finance, talks to MNI in an interview.
Apr-01 17:05MNI interviews ISM manufacturing chair on sector outlook amid energy shock.
Apr-01 16:59March payrolls growth is likely to be boosted by a reversal of a strike and arguably an adverse weather impact
Apr-01 16:34MNI interviews former NY Fed staffer on outlook for monetary policy and inflation.
Apr-01 12:39The Colombian central bank hiked its overnight lending rate by a further 100bp to 11.25% in March, as expected.
Apr-01 10:35MNI looks at the BOE's likely verdict on recent gilt and rates market moves.
Mar-31 16:20Newsletter
MNI US MARKETS ANALYSIS - Oil, Tsys Higher, Labor Mkt in Focus
Apr-02 10:53MNI US OPEN - Trump Lays Out No Clear Path to End Conflict
Apr-02 09:44MNI DAILY TECHNICAL ANALYSIS - Bull Cycle Grips USDCAD
Apr-02 07:32MNI EUROPEAN MARKETS ANALYSIS: Risk Off On No Off Ramp
Apr-02 05:22MNI EUROPEAN OPEN: No Off Ramp From Trump
Apr-02 05:08MNI ASIA OPEN: Trump Looking For Iran War Off-Ramp
Apr-01 20:02MNI ASIA MARKETS ANALYSIS: Trump Update on Iran War Tonight
Apr-01 20:01MNI US MARKETS ANALYSIS - Risk Rallies, But Oil Remaining Firm
Apr-01 11:07MNI Technical Analysis
Monitoring The EURJPY Bull Channel Support

FI Market Analysis
Read moreFI Market AnalysisDownload Full Report Here: https://media.marketnews.com/US_macro_weekly_260327_2a719950e3.pdf Executive Summary * Almost a month in, the macro consequences of the war in the Middle East remain challenging to weigh for market participants and Fed officials alike. Incoming data, while obviously stale to at least some degree, show continued inflation pressures and a nascent uptick in consumer price expectations, but activity appeared to remain relatively robust through March. * Activity data showed something of a split, with manufacturing surveys (flash PMIs and regional Feds) remaining resilient while services softened more noticeably, as higher energy costs linked to the Middle East conflict pushed price pressures higher. * Indeed, inflation readings largely firmed, led by a surge in February import prices-especially capital goods and industrial supplies- even before the Mideast shock, while consumer surveys showed a meaningful jump in shortterm inflation expectations but relatively stable longerterm expectations. * But the labor market remains mostly resilient, with jobless claims staying very low and continuing claims improving further, even as payroll indicators continue to point to only modest underlying job growth. * Growth tracking cooled slightly but stayed solid, as GDPNow was trimmed on construction weakness, but with firm realtime retail sales indicators and a pickup in the Dallas Fed's Weekly Economic Index. * Markets and policymakers grappled with wardriven uncertainty, as marketimplied Fed policy rates swung sharply during the week, while Fedspeak emphasized patience, higher inflation risks from energy prices, and a stillfragile labor market constraining hawkish followthrough. * This week has ranged from pricing in almost 25bp of Fed hikes to end-2026 on Monday shortly before President Trump's post on a five-day pause in strikes on Iranian energy infrastructure to pricing out any hikes later that day. Since then, despite another announced pause in strikes, oil prices have surged and Friday briefly saw 20bp of hikes priced again only to then heavily pare this increase to just 5bp. * Looking ahead, next week brings key tests of the outlook with March nonfarm payrolls, ISM manufacturing, retail sales, JOLTS, and consumer confidence all due, along with an appearance by Fed Chair Powell.
March 27, 2026 07:55Just Germany and France are scheduled to hold auctions in the upcoming week as issuance slows down ahead of Easter.
March 27, 2026 05:19The release will be the first to reflect price reactions to the Iran conflict.
March 27, 2026 03:28Italy will conclude primary auction issuance for this week; the Netherlands will also hold its non-competitive round.
March 27, 2026 06:40FX Market Analysis
Read moreFX 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 03:19Download 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 02:20




