Julian & Raoul: Daily Briefing
Since launching Macro Insiders together in 2017, Julian Brigden and Real Vision CEO, Raoul Pal, have been sharing their respective frameworks, macro views and flash
August 27, 2021
No Comments
MI2 Blog
MI2 Celebrates Ten Years of Making Calm out of Chaos
Back in 2008, like many others, Julian and Gretchen Brigden feared that their financial future may not survive the coming crash. Just three short years
June 30, 2021
No Comments
From fiscal fairy tale to market nightmare – the story of US exceptionalism and the changing dollar
As children, we all loved a great fairy tale story before bedtime. Knights in shining armor, dragons, heroes and heroines, who – against the odds –
June 16, 2021
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments