Since the start of the year, as our work started to flag the growing odds of a US recession, we have suggested fixed income...
Even before the regional banking crisis, one of the recessionary headwinds facing the US economy was tightening credit. In that regard, few data points...
• Quarterly Corporate Report Shows Record Recurring Profit • Keidanren Chief Calls for More Wage Hikes • Weak Semiconductor Production Equipment Exports Dent April Production • Asian...
• MoF, FSA, BoJ Meet to Discuss Weak Yen, Ueda Downplays Policy Change • May Tokyo Core CPI Rises 3.2% • April Unemployment Drops to 2.6% • Tax Agency Rules...
• April Core CPI Rises 3.4% • BoJ’s Ueda Warns Against Raising Rates Too Soon • Keidanren: Large Companies Raised Wages by 3.91% • Nikkei 225 Index...
Raoul wants to add to his Exponential Age bets...
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...
Regional banks are short of capital. Caught out by rising rates, assets (especially long duration fixed income) fell. Shareholder dilution beckons but equity valuations...
In this month’s In Focus Report, Raoul dives deep into liquidity: why it's the ultimate driver of global markets and how it can help...
This week we highlight some amusing and bemusing dynamics observed in various sectors of the economy. Commercial real estate increasingly justifies the dumpster fire...
We at MI2 often find ourselves quoting Mark Twain (see here, here and here). In our collective experience, his “It ain’t what you don’t...
“The cash flow… was insufficient to continue servicing its indebtedness” For the last several weeks, we’ve been cheekily referring to real estate as a...
“If the economy sinks into a recession as many expect, owners will be whipsawed again” The Fed’s SLOOS lending report, now with the post-SVB...
Harry Melandri of MI2 Partners welcomes Tom Caddick, managing director at Nedgroup Investments, to explore why UK commercial real estate is an overlooked and...
Julian Brigden, Co-founder of Macro Intelligence 2 Partners, discusses a potential credit crunch, the odds of an impending recession, the Federal Reserve's evolving monetary...
In this live stream, Julian is asked how much lower he thinks the dollar can go. Julian believes 20-30% over time as money flows...
Julian Brigden joins the show to discuss the process of tightening credit in the banking system and what it will mean for the economy...
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