Hiren Ravji

1 week ago | mnimarkets.com | Hiren Ravji

BOE: Will the BOE intervene in the gilt market? 30-year gilt yields hit their highest levels since 1998 today and 2s30s steepened around 65bp between President Trump announcing tariffs and their peak today (albeit at the time of writing 2s30s was around 12bp off of its intraday extreme). These moves are more extreme than those seen in Germany or the US and this brings the inevitable question of whether the Bank of England will look to provide liquidity to the market or pause QT.

1 week ago | mnimarkets.com | Hiren Ravji

MNI US OPEN - Tariff Cuts on Table at US-China Weekend TalksYou are missing out on very valuable content. EXECUTIVE SUMMARY * TRUMP TEAM SEEKS TARIFF CUTS, RARE EARTHS RELIEF IN CHINA TALKS: #ebed2e6a-5280-490e-a222-844d44f0b716 * TRUMP BRINGS MILLIONAIRE TAX IDEA BACK TO LIFE: #624f1201-4a48-4f63-824b-eac1e723ea40 * INDIA SAYS IT THWARTED PAKISTAN ...

1 week ago | mnimarkets.com | Hiren Ravji

India has offered to slash its tariff gap with the U.S. to less than 4% fromnearly 13% now in excha... Want to read more?

1 week ago | mnimarkets.com | Hiren Ravji

MNI US OPEN - US, China Trade Talks to Start This WeekYou are missing out on very valuable content. EXECUTIVE SUMMARY * MNI FED PREVIEW - WHEN IN DOUBT, WAIT IT OUT: #02b3e605-45db-491c-9862-1fedfd01552a * US-CHINA TRADE TALKS TO START THIS WEEK FOCUSED ON DE-ESCALATION: #c60ef69e-9492-4a1b-8f2d-38324016edeb * INDIA, PAKISTAN TRADE MILITARY ST...

1 week ago | mnimarkets.com | Hiren Ravji

MNI US OPEN - Germany's Merz Falls Short in First Round VotingYou are missing out on very valuable content. EXECUTIVE SUMMARY * MERZ FALLS SHORT IN FIRST ROUND OF CHANCELLOR VOTING: #51576f04-44cc-4783-9fa0-19ccc5ae1440 * ROMANIAN PREMIER RESIGNS AS FAR-RIGHT SURGE TRIGGERS TURMOIL: #fd844464-182c-4ebf-a3da-374d24789e79 * INDIA OFFERS ZERO-FOR-ZERO TA...