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EXECUTIVE SUMMARY: * Structurally long positioning has evaporated across European futures contracts since the beginning of the year. * At the start of 2025, Gilt and BTP had been in long territory but already showed signs of moving flat. * Meanw...
MNI BRIEF: Big Disinflation Risk From China -ECB's Cipollone
MNI BRIEF: Bank Demand Key For Balance Sheet - ECB's Cipollone
MNI BRIEF: ECB To Factor Balance Sheet Into Cuts -Cipollone
MNI: Canada Tariff Retaliation Seen Limited By Domestic Pain
MNI INTERVIEW: Steady Backdrop For Norway Pay Deals
REPEAT: Livestreamed Connect CBO's Phillip Swagel On Feb 24
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