All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

Banxico's interest rate decision and the minutes to the BCB, BCCh and BanRep MPC meetings will be in focus next week.

May-01 15:43

Middle East peace remained elusive as the U.S. weighed next steps, while EM credit spreads tightened and issuance persis

May-01 14:36

Rate decisions in Poland and Czechia take focus next week.

May-01 14:34

MNI interviews ex-CEA head Glenn Hubbard on Warsh Fed, monetary policy.

May-01 14:23

MNI speaks to the former deputy director of the National Economic Council about the upcoming Warsh Fed.

May-01 14:11

Austria, Germany, Spain, France and Belgium will all look to issue in the upcoming week.

May-01 12:45

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FI Market Analysis

Austria, Germany, Spain, France and Belgium will all look to issue in the upcoming week.

May 01, 2026 12:45

Austria, Germany, Spain, France and Belgium will look to issue in the W/C 4 May. We look for E30.2bln gross issuance.

May 01, 2026 06:09

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

May 01, 2026 05:57

The ECB unanimously held rates today but with an in-depth discussion on a potential rate hike; June still heavily priced

April 30, 2026 05:38

FX Market Analysis

Eurozone April headline HICP printed marginally above consensus at 3.04% Y/Y

April 30, 2026 04:11

The BOJ held rates at 0.75% as expected, but the tone was more hawkish signalling a shift toward gradual tightening.

April 30, 2026 12:56

(Corrects PDF Link) Download Full Report Here: https://media.marketnews.com/Fed_Review_Apr2026_5857d4f02e.pdf EXECUTIVE SUMMARY: * The communications following Jerome Powell's final FOMC meeting as Fed Chair had two major undercurrents. * The first was a vocal assertion of policy independence from political influence, in anticipation of the arrival of Kevin Warsh as Chair by the next meeting in June. * The second - and related - undercurrent was that the door to further rate cuts appears to be closing, with current FOMC members looking increasingly reluctant to support a continuation of the easing cycle regardless of the preferences of the incoming Chair. * Rates markets concluded the meeting pricing in slightly more tightening. But appropriately given Powell's continued emphasis on seeing more data before making future decisions, most of this hawkish repricing through the meeting could probably be attributed to rising oil prices on developments in the US-Iran war. See PDF report for: * MNI View * Market Reaction * MNI Instant Answers * Press Conference Transcript * FOMC Meeting Links * Policy Statement Changes * MNI Policy - Fed Watch

April 29, 2026 08:49

Download Full Report Here: https://media.marketnews.com/BOC_Review_Apr2026_39e0f7d852.pdf EXECUTIVE SUMMARY: * The communications following Jerome Powell's final FOMC meeting as Fed Chair had two major undercurrents. * The first was a vocal assertion of policy independence from political influence, in anticipation of the arrival of Kevin Warsh as Chair by the next meeting in June. * The second - and related - undercurrent was that the door to further rate cuts appears to be closing, with current FOMC members looking increasingly reluctant to support a continuation of the easing cycle regardless of the preferences of the incoming Chair. * Rates markets concluded the meeting pricing in slightly more tightening. But appropriately given Powell's continued emphasis on seeing more data before making future decisions, most of this hawkish repricing through the meeting could probably be attributed to rising oil prices on developments in the US-Iran war. See PDF report for: * MNI View * Market Reaction * MNI Instant Answers * Press Conference Transcript * FOMC Meeting Links * Policy Statement Changes * MNI Policy - Fed Watch

April 29, 2026 08:43