MNI Gilt Week Ahead - 9 February 2026
MNI Gilt Week Ahead - 9 February 2026
MNI POLICY: BOJ Sees Hikes Intact, Despite Takaichi Win
MNI POLICY: BOJ Sees Hikes Intact, Despite Takaichi Win
Silver Unwinds Its Overbought Condition
Silver Unwinds Its Overbought Condition
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MNI Gilt Week Ahead - 9 February 2026
MNI POLICY: BOJ Sees Hikes Intact, Despite Takaichi Win
MNI POLICY: BOJ Sees Hikes Intact, Despite Takaichi Win
Silver Unwinds Its Overbought Condition
Silver Unwinds Its Overbought Condition
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Silver Unwinds Its Overbought Condition
FI Market Analysis
FI Market Analysis
President Lagarde stressed that monetary policy remains in a good place amidst heightened but broadly balanced risks
February 06, 2026 03:04Belgium is scheduled to hold an ORI auction this morning.
February 06, 2026 06:52Spain and France are scheduled to hold conventional auctions today and Finland an ORI auction.
February 05, 2026 06:53Focus will be on the vote split, the Agents' Pay Survey and individual paragraphs as we look for guidance
February 04, 2026 07:58FX Market Analysis
FX Market AnalysisFocus will be on the vote split, the Agents' Pay Survey and individual paragraphs as we look for guidance
February 04, 2026 07:58EXECUTIVE 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 02:22Euro appreciation has faded since last week's push higher but President Lagarde will be mindful of further strength
February 03, 2026 05:42EXECUTIVE SUMMARY: * The combination of a resilient labour market and stronger than expected Dec/Q4 inflation has the sell-side consensus expecting an RBA rate hike tomorrow. If delivered, focus will be on how much follow up action the central bank sees as needed to ensure inflation returns to target. The trimmed mean CPI y/y has been trending up since mid last year and is now comfortably above the top end of the RBA's 2-3% target band. We expect the RBA to leave the door ajar for another hike, albeit one that remains dependent on data outcomes. * OIS now reflects materially tighter policy expectations across the curve. A 25bp hike tomorrow is priced at a 77% probability (up from 32% pre-jobs data), with cumulative tightening probability of 166% by June (vs 88% pre-jobs) and 229% by December 2026 (vs 152% pre-jobs). FOR THE FULL PUBLICATION PLEASE USE THE FOLLOWING LINK:RBA Preview - Feb 2026.pdf: https://media.marketnews.com/RBA_Preview_Feb_2026_2a2e1b5adc.pdf
February 02, 2026 03:09
