US TSY FUTURES: CFTC Shows Asset Managers Covering Longs, …
WEB3 hours ago · The latest CFTC CoT showed asset managers trimming some of their net longs (TU, FV, US & WN), while they added to others (TY & UXY). They also cut net longs in SOFR futures.Meanwhile, hedge funds pared back net shorts in most contracts, only adding to net shorts in TU & UXY futures. They also added ...
GILTS: Futures Test Support, Early Widening Vs. Bunds Reversed
WEB4 hours ago · Early gilt weakness extends as Bunds sell off on the regional German CPI data.Bears threaten initial support in futures, testing Friday’s low (98.31).Yields ~4bp higher across the curve in a parallel shift.10-Year Gilt/Bund initially widened beyond last week’s multi-year closing high, seemingly driv...
MNI US MARKETS ANALYSIS - E-Mini S&P Rallies Towards New High
WEBSep 19, 2024 · MNI US MARKETS ANALYSIS - E-Mini S&P Rallies Towards New High. The strong recovery and extension higher for major equity benchmarks has underpinned notable outperformance for the likes of AUD and NZD. NOK leads G10 gains following the relatively hawkish tilt from Norges Bank. Treasuries have firmly moved off early overnight lows as European ...
MNI INTERVIEW: Fed To Slow Cuts As Inflation Lingers-Roberts
WEB4 days ago · MNI (WASHINGTON) - The Federal Reserve will likely slow the pace of its interest rate cuts to a quarter point over the next couple of meetings as lingering inflation pressures and a strong job market make it unclear that substantial monetary easing is needed, former New York Fed executive Rick Roberts told MNI. “I do not think 50 basis points is the new baseline here.
WEB2 days ago · 1 MNI U.S. Weekly Macro Wrap MNI View: Low Bar To Another 50bp Cut Pre-Payrolls September 27, 2024 - By Chris Harrison and Tim Cooper Executive Summary
MNI US MARKETS ANALYSIS - Yield Spreads Weigh on USD Pre-Fed
WEBSep 18, 2024 · MNI is the leading provider. of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an ...
MNI US MARKETS ANALYSIS - Fed Uncertainty Weighs on US Yields
WEBSep 16, 2024 · MNI is the leading provider. of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an ...
WEBSep 20, 2024 · 1 MNI U.S. Weekly Macro Wrap MNI View: Waller Ensures Further 50bp Cuts In Play September 20, 2024 - By Chris Harrison and Tim Cooper Executive Summary
MNI US MARKETS ANALYSIS - Odds of 50bp September Fed Cut …
WEBSep 13, 2024 · Former NY Fed President Dudley also sees a strong case for a 50bp cut, although that should be less of a surprise, as he previously pointed to the potential for such a move. Cumulative cuts from 5.33% effective: 36bp Sep (28bp pre-WSJ), 75bp Nov, 116bp Dec (103bp pre-WSJ), 153bp Jan and 230bp June (215bp pre-WSJ).
EMERGING MARKETS: Global news: September 13
WEBSep 13, 2024 · EMERGING MARKETS. US - Former Federal Reserve Bank of New York President William Dudley said there’s scope for a half-point rate cut at the central bank’s meeting next week. “I think there’s a strong case for 50,” Dudley said on Friday at a forum organised by The Bretton Woods Committee in Singapore.