The rising tides of inflation and stormy dollar seas
Over the last month, we’ve witnessed market expectations change. Inflation in 2021 is no longer beyond belief. And many have come around to the idea
May 12, 2021
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MI2 Blog
Macro madness – the mania driving volatility in our markets
The last month has been uncertain and uncomfortable for investors. As measured by the VIX volatility index, a barometer of investor expectations for future market
February 22, 2021
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2021: The Year of Inflation
What a ride the last 12 months has been. It’s clear that 2020 will go down in the history books as a challenging year; characterised
January 18, 2021
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Election commentary part II – Recovery postponed until further notice
In our last blog, we discussed the fact that, whether it was Trump or Biden for the win, there are no quick fixes for jump-starting
December 8, 2020
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MI2 Us Election Commentary Part I: The only certainty is uncertainty
Presidential elections are always high-stakes, winner-takes-all races to the top. The 2020 US election is no exception. Gripped by the effects of the CV-19 pandemic,
October 15, 2020
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Changing seasons in the macro climate
As we swiftly head towards the end of the year, several people have asked me what the outlook is for Q4. My response? “100% of
September 9, 2020
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An Englishman’s home is his castle
The problem is that it’s built in a highly financialized space. As many of you who follow us on Twitter know, we are convinced that
August 14, 2020
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Ask Us Anything (and we do mean anything)
Earlier this month, we took to Twitter using #askMI2 for our first live Q&A featuring Harry Melandri. This is the first of many sessions designed
July 13, 2020
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Why you shared care about declining CPI?
Across the world, inflation is plunging. The last US Consumer Price Index (CPI) broke records – and not the good kind. Headline CPI declined 0.8%
June 1, 2020
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A generational inflection point in macro is now
Pandemics have always had political effects. Between 1342 and 1353, the Black Death led people to question their relationships with the Catholic church. The spread
May 14, 2020
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