We are independent. Our research is unconstrained by trading positions, liquidity needs, political bias or influence. We are passionate about taking a 'top-down view of the world'. Exploring correlations in the economy and financial markets. Our unique tangential thought process and strong calls have garnered a global reputation.
Our research team is led by co-founder and global macro strategist Julian Brigden. With over 25 years of financial experience, Julian brings diverse talents to the research process, including an unrivaled understanding of global markets and politics. We provide macroeconomic insights to some of the world's largest investment banks, wealth managers, and family offices.
Our goal is to continuously refine our views so the client can prosper. The MI2 team has decades of market experience through bull and bear markets.
We only publish when opportunities are identified, not on a set schedule. We don't speak out unless we have value to add.
Our work is time-sensitive and impartial, focused on successfully navigating markets. Our research guides clients' strategic positioning and risk management.
We are authentic with our work producing research pieces on an impartial and time-sensitive basis focusing solely on the client's advances in the market.
Pulls together and explains current global macroeconomic markets. We heavily utilize graphics to clearly illustrate concepts over time
Japan-focused work based on Japanese Language Sources; uncovers subtleties in local news, politics, FX, and markets
Offers brief synopses on articles of interest from a wide range of media outlets, accompanied by charts
Focuses on opening, closing or watching a trade, or trades, that have come to our attention through technical or fundamental indicators
Small group calls and video presentations, where we tie together our views in an intuitive format with market outlooks and Q&A
A brief recap of what we published in the last week with links to the full reports, in case you missed them
As expected, the Bank of Japan Monetary Policy Board decided to keep interest rates unchanged. Despite huge pressure from the market, no changes were made to the...
Yield Curve Out of Control: 10-Year JGB Yield Tops 0.545%, November Current Account Rises 16%, Corporate Pension Returns Hit by Higher Rates, TSMC Said to Eye Second...
In November of last year, we wrote about how Small Businesses are an indicator species that help us “diagnose the health” of our economic ecosystem. Though we...
In a recent essay for PIMCO, (disgraced?) former Vice Chair of the Fed, Richard Clarida, explained that “markets are finally listening” to the Fed’s message of...
The Fed SEP are inconsistent with low inflation, higher unemployment and yet no recession, Our work agrees that inflation is falling
Back in December, CNBC published “Why everyone thinks a recession is coming in 2023”, explaining that historically, “When inflation picks up and the Fed...
As expected, the Bank of Japan Monetary Policy Board decided to keep interest rates unchanged. Despite huge pressure from the market, no changes were made to the...
Yield Curve Out of Control: 10-Year JGB Yield Tops 0.545%, November Current Account Rises 16%, Corporate Pension Returns Hit by Higher Rates, TSMC Said to Eye Second...
In November of last year, we wrote about how Small Businesses are an indicator species that help us “diagnose the health” of our economic ecosystem. Though we...
In a recent essay for PIMCO, (disgraced?) former Vice Chair of the Fed, Richard Clarida, explained that “markets are finally listening” to the Fed’s message of...
The Fed SEP are inconsistent with low inflation, higher unemployment and yet no recession, Our work agrees that inflation is falling
Back in December, CNBC published “Why everyone thinks a recession is coming in 2023”, explaining that historically, “When inflation picks up and the Fed...
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