Interest Rates
Thoughts From The Divide – Disconnect
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...
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.
Refined Timing
We only publish when opportunities are identified, not on a set schedule. We don't speak out unless we have value to add.
Unparalleled Perspective
Our work is time-sensitive and impartial, focused on successfully navigating markets. Our research guides clients' strategic positioning and risk management.
Powerful Independence
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.
PRODUCTS
MI2 Reports
Pulls together and explains current global macroeconomic markets. We heavily utilize graphics to clearly illustrate concepts over time
Japan Update
Japan-focused work based on Japanese Language Sources; uncovers subtleties in local news, politics, FX, and markets
Newsletter
Offers brief synopses on articles of interest from a wide range of media outlets, accompanied by charts
MI2 Trader
Focuses on opening, closing or watching a trade, or trades, that have come to our attention through technical or fundamental indicators
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Small group calls and video presentations, where we tie together our views in an intuitive format with market outlooks and Q&A
Weekly Research Recaps
A brief recap of what we published in the last week with links to the full reports, in case you missed them
SAMPLES
Fed
The Fed: Are the SEP Realistic?
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
Interest Rates
Thoughts From The Divide – There’s a Chance?
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: BoJ Stands Pat, Will Use Funds-Supplying Operations to Tame Curve
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: Yield Curve Out of Control: 10-Year JGB Yield Tops 0.545%
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...
Fed
Thoughts From The Divide – Checking on the Frogs
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...
