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Blockworks On The Margin – An Inevitable Recession? Why the Soft Landing is a Myth

Blockworks On The Margin: The Unavoidable Recession

July 9, 2024

“An Inevitable Recession? Why The Soft Landing Is A Myth” -In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve’s dilemma in managing inflation without triggering a recession, and examines global economic flows and their impact on the US dollar. To close out Julian unpacks where potential may exist in the choppy market. 

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Talking Markets: Credit Distress? With Maggie Lake & Harry Melandri

December 18, 2025

During most stock market sell-offs, the dollar tends to rise. However, Julian Brigden, co-founder of Macro Intelligence 2 Partners, explains to host Jack Farley of Monetary Matters why he believes the U.S. dollar will weaken as the stock market declines, as a bubble in dollar assets is burst by new U.S. fiscal policy.

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