May 19, 2022

LOCKED Macro Insiders: Insider Talks with Julian and Raoul – May 2022

In this month’s Insider Talks, Raoul Pal and Julian Brigden went live on May 17th to discuss their recent thoughts and answer questions from Real Vision Pro members. Moderated by Harry Melandri of MI2 Partners.

May 19, 2022

Thoughts From The Divide – (Un)Intended Consequences

“Will… include some pain” In a relatively brief interview from last week, Jerome Powell made a number of statements that seemed to put markets and

May 19, 2022

Recent Publications

Japan Update: July Economy Watcher’s Index Falls

Ask Me Anything & Summary of Views with Julian Brigden – August 2022

Thoughts From The Divide – Releasing the Hounds

Japan Update: Japanese Electronic Parts Makers Report Higher Inventories

Macro Insiders: In Focus Trade Portfolio – August 2022

MI2 China Update: Pelosi’s Taiwan trip still on, despite China signaling a potential military response

Blog Posts

LOCKED MacroCapture: On Our Radar | 12/15 – 12/20

LOCKED Japan Update: BoJ Raises Policy Rate to 0.75%, Highest Since 1995

Thoughts From The Divide: Living in Interesting Times

LOCKED Japan Update: BoJ Expected to Continue Rate Hikes in 2026

May 19, 2022

LOCKED Macro Insiders: Insider Talks with Julian and Raoul – May 2022

Thoughts From The Divide – (Un)Intended Consequences

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