Ted, thank you so much for inviting me onto your show. We certainly covered a lot of ground, from why Goldilocks is so hard to achieve to hyper-financialisation, #inflation , #bonds , #preciousmetals , #equities etc. bit.ly/3Qt8O1F

Recent economic data didn't boost Fed confidence. Inflation dominates headlines, prompting concerns about the Fed's stance. Authers warns of sticky inflation. Fiscal policy fuels the party, but how long will the sugar rush last? Dive in here 👉 bit.ly/49CyUFQ

Is it really safe to assume the #inflation witch is dead? Not according to the #nfib US Small Business survey

Amidst the data dispersion, Fed voices differ: some see one, while others eye multiple cuts. Mester's dovish stance, coupled with a nod to higher long-term rates, reflects the economy's resilience. The commodities boom hints at loose financial conditions, with gold's breakout…

Having utterly failed at home integration, the TV, the car, etc., we are now meant to believe it's home robots. I think the word that perfectly sums up #Apple at present is 'floundering.' They are a one-trick pony that lives and dies on iPhone sales.

📈 At the 2024 Digital Asset Summit, Julian Brigden explained why we are seeing acceleration in commodity prices and the potential knock-on effects. Click here to check out the full discussion 👉 bit.ly/3TABzda

In a 'fluid' operating environment, the Fed's recent actions signal a potential new approach to inflation & growth. Bond markets remain subdued amid hints of rate cuts. Will 3% inflation replace the 2% target? Stay tuned for Powell's next move. Read more: bit.ly/3PFzbkv

It's our view that far from 'just right', Goldilocks's porridge is 'too hot'. Hence, outside a couple of tweaks, rate cut expectations are delusional. Is Waller the first sign the #FederalReserve is pushing back? Will Powell follow tomorrow or are we heading FOMC dissent?

What an honour to discuss the #macro outlook with luminaries such as Michael CrossBorder Capital Joseph Joseph Wang and Jonny SuperMacro Thanks to the whole Blockworks team for the invite and especially Jack Farley who hosted the panel vimeo.com/showcase/11059…

Back in Dec 2022, inflation was a zesty 6.45%, stirring debate on the Fed's 2% target. Now, Powell is aiming for sustainable progress 'toward' that target before joining the rate-cutting bandwagon. Is there strength in numbers? Read more here 👉 bit.ly/tftd322

🎙️Tune in to Merryn Somerset Webb's latest podcast episode feat. Julian Brigden who explains why 'higher-for-longer' is the new norm for the Fed and interest rates, why you should be nervous about Japan's big rally, the dual nature of Bitcoin, and more. Listen here 👉 bit.ly/bbmi2

Our research team integrates long-term market views with tactical trading strategies, employing technical expertise & delivering uniquely personalized insights to elevate your investment strategy. Want to see for yourself? Click here to request a trial 👉bit.ly/49Iav2y

Meet David Kreisa, who joined MI2 Partners in 2019 from Gelber Group LLC, a Chicago-based proprietary trading firm. He spent 14 years as a Portfolio Manager & Head of Trading - Foreign Exchange across offices in Chicago, New York, Zurich, & London. Read more about David & the…

Markets are digesting hot inflation amid the Fed black out, with goods inflation threatening to return. Yellen admits regret over 'transitory' as labor markets see challenges with mistimed wage negotiations and growing hiring concerns. Uncertainty looms as the Fed appears to be…

In case you missed it, Julian Brigden shared a video update on what MI2 is watching in 2024. With so many uncertainties this year, having the right guidance is crucial, and we've got you covered. Check out the video update here 👉 bit.ly/2024mi2

Meet Ronnie Aked. Ronnie brings a complementary skill set to MI2 Partners, helping to identify investment themes and key actors likely to impact pricing and market clearing across asset types.

Learn more about Ronnie and the rest of the team here: mi2partners.com/team/

Powell's latest musings repeat the mantra that cuts are likely 'at some point this year', contingent on the Fed gaining confidence that inflation has been tamed. But will 'pent-up exuberance' spoil the Fed's plans? Read more in our latest newsletter here: bit.ly/4c9bJpq

'When you have inflation of this magnitude you have two options...' Julian Brigden explains the Fed's choices in this short clip.

Check out the full interview for his breakdown of the pros & cons as the Fed acknowledges the risks of its current strategy 👉 bit.ly/3PcHzaZ