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 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

The EU, Germany, Spain and France will all look to hold auctions in the upcoming week.

Nov-28 17:10

European officials assess the EU-U.S. spat over the EU's Digital Services Act.

Nov-28 16:43

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FI Market Analysis

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

The “fog” of data following the federal government shutdown is only slowly lifting.

November 21, 2025 07:56

FX Market Analysis

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

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

November 21, 2025 06:27