Skip to content
Markets Are Noisy...We Make Calm out of the Chaos
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.
WE CREATE HIGH QUALITY MACROECONOMIC RESEARCH WITH...
A Competitive Advantage
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.
Newsletter • February 24, 2023
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...
Strategic Research • January 24, 2023
The Fed SEP are inconsistent with low inflation, higher unemployment and yet no recession, Our work agrees that inflation is falling
Newsletter • January 19, 2023
Back in December, CNBC published “Why everyone thinks a recession is coming in 2023”, explaining that historically, “When inflation picks up and the Fed...
Bank of Japan
Japan Update • January 18, 2023
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...
Bank of Japan
Japan Update • January 13, 2023
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...
Newsletter • January 12, 2023
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...
© 2024 Arbor Research & Trading, LLC. All rights reserved. This material is for your private information, we are not soliciting any action based upon it. This material should not be redistributed or replicated in any form without the prior consent of Arbor Research & Trading, LLC. The material is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such.