Schwab Network: Biggest Market Risks Lie in Bond Yields, 4Q Earnings May Disappoint
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.
Talking Markets: Credit Distress? With Maggie Lake & Harry Melandri
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.
The AI Bubble, Retail Mania & What Comes Next For Markets: Harry Melandri
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.
Excess Returns: $20 Trillion Trapped in US Assets – What Happens When the Flows Reverse
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.
Monetary Matters: Doubting Goldilocks
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.
My Life In Four Trades: Harry Melandri Reflects on a Remarkable Trading Journey
MI2 Partners’ Julian Brigden hates to say he told you so, but, well, he told everyone so: “The idea that inflation is defeated is a joke.” Now, with a hotter-than-expected CPI report earlier this week, and January’s biggest dip in retail sales in almost 2 years, what’s going on? Julian joins Maggie Lake to discuss what the data means, his short- and medium-term outlook, and where he is seeing opportunities.
The Trump Policy Mosaic: Spending, Taxes, Trade & Markets
MI2 Partners’ Julian Brigden hates to say he told you so, but, well, he told everyone so: “The idea that inflation is defeated is a joke.” Now, with a hotter-than-expected CPI report earlier this week, and January’s biggest dip in retail sales in almost 2 years, what’s going on? Julian joins Maggie Lake to discuss what the data means, his short- and medium-term outlook, and where he is seeing opportunities.
The Market House: Bond Market “Will Fail to Outperform Cash”
MI2 Partners’ Julian Brigden hates to say he told you so, but, well, he told everyone so: “The idea that inflation is defeated is a joke.” Now, with a hotter-than-expected CPI report earlier this week, and January’s biggest dip in retail sales in almost 2 years, what’s going on? Julian joins Maggie Lake to discuss what the data means, his short- and medium-term outlook, and where he is seeing opportunities.
Maggie Lake Talking Markets: Rough September Incoming?
MI2 Partners’ Julian Brigden hates to say he told you so, but, well, he told everyone so: “The idea that inflation is defeated is a joke.” Now, with a hotter-than-expected CPI report earlier this week, and January’s biggest dip in retail sales in almost 2 years, what’s going on? Julian joins Maggie Lake to discuss what the data means, his short- and medium-term outlook, and where he is seeing opportunities.
Monetary Matters: U.S. Dollar Will “Get Annihilated” (Here’s How) with Julian Brigden & Jonny Matthews
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.