All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

MNI discusses the impact of Japan's election on the BOJ's hiking strategy.

Feb-09 07:03

Economists and advisors share their outlook on China's GDP growth target.

Feb-09 05:11

A former BOJ chief economist shares his policy rate outlook.

Feb-09 04:01

A former RBA economist shares his policy rate outlook.

Feb-09 01:50

Mexico and Brazil January CPI inflation and the BCRP interest rate decision are the main focuses across Latam.

Feb-06 17:14

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FI Market Analysis

The MPC voted to maintain Bank Rate at 3.75%, everything else pointed in a dovish direction.

February 06, 2026 04:36

Six countries are scheduled to hold auctions next week, while the EU is likely to hold a syndication.

February 06, 2026 04:07

President Lagarde stressed that monetary policy remains in a good place amidst heightened but broadly balanced risks

February 06, 2026 03:04

Belgium is scheduled to hold an ORI auction this morning.

February 06, 2026 06:52

FX Market Analysis

President Lagarde stressed that monetary policy remains in a good place amidst heightened but broadly balanced risks

February 06, 2026 03:04

Focus will be on the vote split, the Agents' Pay Survey and individual paragraphs as we look for guidance

February 04, 2026 07:58

EXECUTIVE SUMMARY: * The RBA raised the cash rate to 3.85%, as expected by the sell-side consensus and which was largely priced by the market (around 75% priced in per OIS markets prior to the decision). The decision was unanimous by the board. The risks appear skewed towards further action to ensure that inflation moves sustainably back into the target band of 2-3%. * RBA-dated OIS pricing is firmer again today across meetings, extending yesterday's post-RBA decision sell-off. That leaves RBA-dated OIS showing tightening across all meetings, with the probability of a 25bp hike rising from 17% for March to 105% by June and 172% by December 2026. FOR THE FULL PUBLICATION PLEASE USE THE FOLLOWING LINK:RBA Review - Feb 2026.pdf: https://media.marketnews.com/RBA_Review_Feb_2026_df58dffe5a.pdf

February 04, 2026 02:22

Euro appreciation has faded since last week's push higher but President Lagarde will be mindful of further strength

February 03, 2026 05:42