All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

The EU is scheduled to hold a syndication while five countries will hold auctions in the upcoming week.

Mar-06 16:01

CPI inflation data in Hungary and Poland and the CBRT rate decision highlight next week's calendar.

Mar-06 15:46

Former economic advisor to Brazil's Ministry of Planning and Budget Eduardo Velho talks to MNI in an interview.

Mar-06 15:33

Spreads gapped wider in CEEMEA following the US-Israel joint military operations against Iran, while Iran targeted inf

Mar-06 15:27

Former Czech National Bank director of monetary policy and strategy Michael Skorepa looks at CNB policy.

Mar-06 12:10

Jasper Verschuur, co-founder of the IMF-Oxford,-Delft port activity monitor PortWatch, on the effects of the Iran war.

Mar-06 11:10

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FI Market Analysis

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

March 06, 2026 06:02

Eurozone February headline HICP printed 0.2pp above consensus at 1.90%.

March 05, 2026 01:23

Download Full Report Here: https://media.marketnews.com/MNI_US_Deep_Dive_Issuance_2026_02_c9b4586b77.pdf February Refunding Review: Guidance And Cash Management Twists * Treasury's February 2026 Refunding round brought unchanged nominal coupon auction sizes for the Feb-Apr quarter as anticipated, though came with some modest surprises on the guidance and cash management fronts. * Below is the updated expected issuance table - as we explain below, risks are now tilted toward nominal coupon auction sizes next increasing only in 2027, as opposed to late 2026 which had been expected by many (including MNI). * March's sales begin next week: on March 10 with $58B in 3Y Note, continuing on March 11 with $39B in 10-Year Note Reopen (CUSIP: 91282CPZ8), and March 12 with $22B in 30-Year Bond Reopen (CUSIP: 912810UR7). * March will see a total of $362B in coupon issuance, including $19B 10Y TIPS and $28B 2Y FRN. * Monthly Auction Review: February's coupon auctions were mixed, with three decent sized tails, one solid trade-through and three auctions coming in more or less on the screws.

March 05, 2026 12:40

Spain and France are due to hold auctions today while books for the retail-only BTP Valore remain open.

March 05, 2026 06:46

FX Market Analysis

Strikes and colder weather are seen adding to payback after January strength in nonfarm payrolls growth

March 04, 2026 04:11

We look at the market and political implications of the Spring Statement and expectations for the FY26/27 gilt remit.

March 02, 2026 07:04

Data took a backseat this week, with dovish shifts despite some solid data, but with NFPs, retail sales and ISMs ahead

February 27, 2026 06:38

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

February 27, 2026 06:11