All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

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