Real-time insight on key fixed income and fx markets.
Real time
Central Bank
The RBNZ will ease but it is unclear whether it will be by 25bp or 50bp.
October 07, 2025 01:44RBA widely expected to leave rates at 3.6%.
September 29, 2025 06:20Markets and analysts see a hold at 0.00% at Thursday’s meeting as most likely, with a cut appearing improbable.
September 23, 2025 15:45The Riksbank’s September decision will be a very close call between a hold at 2.00% and a 25bp cut to 1.75%.
September 22, 2025 11:09Market Analysis
FI PI
European bond futures have mostly moved off the shortest-leaning/least long structural positioning seen recently.
Oct-06 16:12Last Week FI PI
Futures representing the shorter end of the German curve and BTPs remain in the longest structural positioning.
Aug-11 13:33Gilt Week Ahead
A disappointing UK labour market report - likely increasing the probability that Bailey keeps options open for a Q4 cut.
Oct-14 16:04Last week Gilt Ahead
We look at the MPC implications for the labour market release and look at the probability of a surprise to the data.
Oct-13 13:59Global Issuance
US
Treasury auctions will continue uninterrupted however long the federal government shutdown persists.
Oct-03 18:50UK
A disappointing UK labour market report - likely increasing the probability that Bailey keeps options open for a Q4 cut.
Oct-14 16:04EU
The ESM is likely to hold a syndication while five countries will all hold auctions in the upcoming week.
Oct-10 14:29Global
A disappointing UK labour market report - likely increasing the probability that Bailey keeps options open for a Q4 cut.
Oct-14 16:04Issuance Calendar
Political Risk
A trio of legal challenges to Thaksin and Paetongtarn Shinawatra will define Thailand's medium-term political outlook.
August 21, 2025 07:50
Download Full Report Here: https://media.marketnews.com/MNIPOLRISKUS_Daily210725_a796d103a7.pdf * Lunch with Vice President JD Vance is the only event in President Donald Trump's diary. Philippine President Ferdinand Marcos, Jr. will meet Secretaries Rubio and Hegseth today ahead of a meeting with Trump later in the week. * OpenAI CEO Sam Altman will meet Fed officials and Wall Street executives on Tuesday to kick off a big week for AI. Trump will deliver the keynote address at an AI summit on Wednesday. The White House may release its 'AI Action Plan' the same day. * Japanese PM Shigeru Ishiba's electoral setback could weaken his position to negotiate a trade deal with Trump. South Korea's national security adviser is in Washington for a second round of talks to head off a 25% tariff. Commerce Secretary Howard Lutnick hinted that Canada's tariff rate will remain in place. * The EU is "readying a counterattack", after US officials reportedly told Trade Commissioner Maros Sefcovic to expect a higher tariff rate than anticipated. * A Senate appropriations vote this week will test the risk of a government shutdown. * Trump officials could visit the Fed's D.C. office today to examine a renovation project at the centre of threats to oust Chair Powell. * Treasury Secretary Bessent described a landmark crypto bill as "a seminal moment for digital assets and dollar supremacy". * A ceasefire deal in Gaza is looking increasingly unlikely. Iran nixed near-term nuclear talks with the US. * Poll of the Day: Economists lowered the likelihood of a recession. Full Article: US DAILY BRIEF: https://media.marketnews.com/MNIPOLRISKUS_Daily210725_a796d103a7.pdf
July 21, 2025 12:12Following Israel's strikes on Iran, MNI's Political Risk, Commodities, and Markets teams assess the impacts
June 13, 2025 12:03ABC's Jonathan Karl via X -" I just spoke to President Trump and asked him about the Israeli attack on Iran. Here's what he told me: "I think it's been excellent. We gave them a chance and they didn't take it. They got hit hard, very hard. They got hit about as hard as you're going to get hit. And there's more to come. a lot more.""
June 13, 2025 11:27Election Previews
Babis looks to return for 2nd term as PM amid rise in support for populist parties, PM Fiala's coalition facing defeat
Oct-02 10:28PM Støre seeks second term for Labour, as prospect of populist-right Progress holding PM's office for first time looms.
Sep-03 11:44Domestic political instability and tariff threat from US sees upper house elections draw increased market focus
Jul-17 15:22Snap presidential election takes place amid deep political divisions; Opposition leader Lee Jae-myung strong favourite
May-30 10:48
