A Quick Word on USDJPY October Real Wages Fall 2.3%, Real Consumption Declines 2.5% October Current Account Surplus Tops ¥2.5 Trillion Revised July-September GDP Down...
Menu
Menu
More content for you in an easily digestible format! The new Japan News Weekly Digest, our weekly summary of the Japan Update. This piece...
Last week, we explained how our work suggested that while finely balanced, the US economy remains "too hot". Hence, the 100bps of easing effectively...
This week in a couple of pieces, we have laid out the case that (while delicately balanced) our work models suggest that far from...
Starting with Yellen's beautifully timed Quarterly Funding Announcement and topped off by Governor Waller's upbeat comments, markets have been on a tear to price...
A Quick Word on USDJPY October Real Wages Fall 2.3%, Real Consumption Declines 2.5% October Current Account Surplus Tops ¥2.5 Trillion Revised July-September GDP Down...
30-Year JGB Auction “Worst Ever” JGBs Heavily Sold Across All Maturities Ueda Tells Diet Ending NIRP and Adjusting YCC Will Come into View Kishida and...
BoJ’s Himino Latest to Hint at Policy Change JGBs Follow Treasury Yields Lower BoJ Policy Review: JGB Liquidity Adversely Impacted by QQE, YCC Position: What...
BoJ Cuts Size of 10-25 Year Buying Operation LDP Continues to Debate Defense Tax Increase Could BoJ Surprise the Markets This Month? Loan Rates Hit...
This publication is your ‘go-to’ to view a summary of trade recommendations proposed by Julian and Raoul in their respective In Focus pieces. Each month,...
In this special edition of Insider Talks, Julian Brigden and Harry Melandri of MI2 welcome Barry Knapp, managing partner of Ironside Macroeconomics, to get another...
Oversold bonds rallied violently after the Nov FOMC and payroll data. JP had to wield his stick to beat back the bond bulls as equities rallied...
“The case for adjustment cuts” Last week's excitement in bond markets came courtesy of Governor Waller offering a mechanical rationale for rate cuts. Simply, “If...
“You can then start lowering the policy rate just because inflation is lower” While one wouldn’t expect Fed governor Waller to pop champagne and do...
“People may have too much confidence in Mother Fed” Having previously warned of the possibility of “inflationary pressures of a kind we have not seen...
“Like most forecasters, we expect growth to moderate… Of course, that remains to be seen” The classic follow-up to this week’s title is “I voted...
Featuring a keynote discussion from Zurich's Precious Metals Summit earlier this week. Trevor Hall sat with Julian Brigden of MI2 Partners to talk about the...
Harry Melandri from MI2 Partners and Alex Gurevich, founder and CIO of HonTe Investments, discuss the resurgence of higher real rates amid the Fed’s quantitative...
The October jobs report revealed slower payroll growth and slightly higher unemployment, which Macro Intelligence 2 Partners Co-Founder, Julian Brigden, says still points to recession...
Julian Bridgen, co-founder and head of research at Macro Intelligence 2 Partners, discusses his outlook and investment strategies for US markets. He speaks with Bloomberg's...
500 S. Frontage Rd. E., #112 Vail, CO 81657
support@mi2partners.com
(201) 559-8195
© MI2 Partners 2022