Inflation, Bonds & Insanity

Take a peek behind the curtain at three of MI2’s most prescient research pieces of 2021, included in one download

Inflation The Key Variable in 2021 – An overview of the high levels of inflation we anticipated

Bonds: You’re Only Supposed to Blow the Bloody Doors Off – Our follow-up that looks at how the inflation themes and other factors were playing into bonds as an asset class.

The Fed’s Balance Sheet: The Definition of Insanity – Referencing some of our earlier work, we lay out the ideas that Julian Brigden has built upon in discussions about the Fed’s reaction function and market consequences.