All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

Former deputy director of macroeconomic analysis at the Ministry of Finance Eugenio Gomez Alatorre talks to MNI.

Jul-14 12:05

MNI looks at the BOJ's internal policy calculations.

Jul-14 09:11

Fed rate cut pricing was little changed this week, as data appeared to confirm a steady economic outlook.

Jul-11 21:00

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

Jul-11 15:34

MNI reports on a document advising Canada's finance minister on tactics for a call with Scott Bessent.

Jul-11 15:23

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

Jul-11 15:02

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FI Market Analysis

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

European bond futures positioning is as mixed as we have seen it in 2025, with BTPs very long and Gilts very short.

July 07, 2025 01:52

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