MNI US Macro Weekly: Weighing The Costs Of Conflict
MNI US Macro Weekly: Weighing The Costs Of Conflict
Monitoring The EURJPY Bull Channel Support
Monitoring The EURJPY Bull Channel Support
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MNI US Macro Weekly: Weighing The Costs Of Conflict
Monitoring The EURJPY Bull Channel Support
Monitoring The EURJPY Bull Channel Support
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MNI Technical Analysis
Monitoring The EURJPY Bull Channel Support
FI Market Analysis
FI Market Analysis
The 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
FX 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
