All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

EU officials provide an update on the likely outcome of trade talks with the U.S.

Jul-17 08:22

MNI interviews Republican Senator on prospect of Powell ouster at Fed.

Jul-16 21:44

Paper explores tradeoffs between monetary and fiscal policy that remain today.

Jul-16 21:28

Mounting evidence of tariff-related inflation is set to keep the Fed on the sidelines for the summer.

Jul-16 20:45

MNI interviews Columbia University legal expert Lev Menand on how a Powell firing would play out in courts.

Jul-16 16:48

MNI reports on WH consideration of firing Fed Chair Powell.

Jul-16 16:03

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FI Market Analysis

It’s a busier first week to the earnings season than usual this quarter, with close to 10% of the S&P 500 by market cap

July 11, 2025 03:02

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

July 11, 2025 06:02

The minutes of the June FOMC meeting should underline the Committee's patience in making its next rate move.

July 08, 2025 06:35

Politics (both domestically and internationally) will drive UK markets this week with monthly activity data also due.

July 07, 2025 01:56

FX Market Analysis

Politics (both domestically and internationally) will drive UK markets this week with monthly activity data also due.

July 07, 2025 01:56

A somewhat robust payrolls report sees near-term Fed rate cut odds slashed with the Fed still in "wait and see" mode

July 04, 2025 04:24

We think that the market is looking at the wrong measure of reserves when discussing the BOE’s September APF decision

July 04, 2025 01:59

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

July 04, 2025 05:53