MEXICO: MNI Banxico Review – Nov 2025: Another 25bp Cut, Guidance Amended
Download Full Report Here: https://media.marketnews.com/MNI_Banxico_Review_Nov_2025_aa41d50cf1.pdf ...
Want to read more?
Find more articles and bullets on these widgets:
Historical bullets
SOFR: Net Long Setting Dominated In Futures On Tuesday
OI data suggests that net long setting dominated in SOFR futures as contracts ticked higher on Tuesday. Only a couple of instances of net short cover were seen through the blues.
| 07-Oct-25 | 06-Oct-25 | Daily OI Change |
| Daily OI Change In Packs |
SFRU5 | 1,413,666 | 1,411,259 | +2,407 | Whites | +78,703 |
SFRZ5 | 1,510,843 | 1,481,053 | +29,790 | Reds | +38,972 |
SFRH6 | 1,200,513 | 1,161,483 | +39,030 | Greens | +9,276 |
SFRM6 | 1,031,353 | 1,023,877 | +7,476 | Blues | +11,217 |
SFRU6 | 998,775 | 989,448 | +9,327 |
|
|
SFRZ6 | 1,030,970 | 1,015,526 | +15,444 |
|
|
SFRH7 | 795,046 | 787,606 | +7,440 |
|
|
SFRM7 | 796,100 | 789,339 | +6,761 |
|
|
SFRU7 | 676,917 | 682,142 | -5,225 |
|
|
SFRZ7 | 748,863 | 744,503 | +4,360 |
|
|
SFRH8 | 431,018 | 429,083 | +1,935 |
|
|
SFRM8 | 365,049 | 356,843 | +8,206 |
|
|
SFRU8 | 298,173 | 299,116 | -943 |
|
|
SFRZ8 | 327,104 | 317,464 | +9,640 |
|
|
SFRH9 | 192,299 | 190,093 | +2,206 |
|
|
SFRM9 | 166,817 | 166,503 | +314 |
|
|
EQUITY OPTIONS: EU Bank Rolling Put
SX7E (21st Nov vs 19th Dec) 220p, bought the Dec for 2.2 in 6k.
LOOK AHEAD: Wednesday Data Calendar: September FOMC Minutes, Fed Speak, 10Y R/O
- US Data/Speaker Calendar (prior, estimate)
- 10/08 0700 MBA Mortgage Applications (-12.7%, --)
- 10/08 0920 StL Fed Musalem welcome remarks
- 10/08 0930 Fed Gov Barr Community Banking Research Conf speech
- 10/08 1000 Chicago Fed Goolsbee open remarks payment conf
- 10/08 1130 US Tsy $69B 17W bill auction
- 10/08 1300 US Tsy $39B 10Y Note auction re-open (91282CNT4)
- 10/08 1400 FOMC minutes for September meeting
- 10/08 1515 MN Fed Kashkari Center for Indian Country Development
- 10/08 1630 MN Fed Kashkari fireside chat with Senator Tina Smith
- 10/08 1745 Fed Gov Barr on community development
- 10/08 1915 Chicago Fed Goolsbee payment conf
- Source: Bloomberg Finance L.P. / MNI
