All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

The NBP cut rates by 25bp describing the move as a 'cautious adjustment'; the Governor signalled more easing to come.

Jul-04 10:42

MNI's key exclusive stories for this week

Jul-04 09:28

EM $ indices were materially tighter (-16bp) as markets demonstrated real optimism around tariff discussions.

Jul-04 08:00

The RBNZ will deliver its next OCR decision on July 9.

Jul-04 07:27

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

Jul-04 05:53

Former BOJ Chief Economist Toshitaka Sekine warns the bank's policy normalisation plans are at risk.

Jul-04 05:14

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FI Market Analysis

July is set to be a key month for US issuance.

July 02, 2025 09:15

Services inflation remains elevated as expected

July 02, 2025 09:31

Rates markets look for a next Fed cut in September whilst President Trump continues to call for significant rate cuts

July 01, 2025 01:19

We look at market implications of the welfare reform vote, appearances from Bailey and Taylor and the week's auctions.

June 30, 2025 04:45

FX Market Analysis

Rates markets look for a next Fed cut in September whilst President Trump continues to call for significant rate cuts

July 01, 2025 01:19

We look at market implications of the welfare reform vote, appearances from Bailey and Taylor and the week's auctions.

June 30, 2025 04:45

Weaker private domestic demand was a key theme in the “hard data” this week.

June 27, 2025 07:29

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

June 26, 2025 06:00