Strategic Research



The Fed: Are the SEP Realistic?

January 24, 2023

The Fed SEP are inconsistent with low inflation, higher unemployment and yet no recession, Our work agrees that inflation is falling

MI2 Chart Point

MI2 Chart Point: Breaking the Trends of a Decade

January 10, 2023

While history is never the same, we all know it rhymes, and since the start of this US equity bear market, we’ve been struck by the similarities to the

MI2 Chart Point

MI2 Chart Point: All Connected

January 3, 2023

As we start the New Year, it is tempting to think that we’ve consigned the misery of the last twelve months to the past and can instead focus on a bright new...

Japan Update


Thoughts from the Divide


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...

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...


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...

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