June 23, 2022

LOCKED MI2 China Update: Samoa signs a collaboration pact with China as eight nation island tour continues

  • Samoa signs a collaboration pact with China as eight nation island tour continues.
  • Shanghai reopens
  • China protests Tammy Duckworth’s visit to Taiwan
  • Chinese banks appeal for relaxation of documentation rules
  • China’s Top Two Leaders Diverge in Messaging on Covid Impact
  • China should move reserves out of US Treasuries
  • The Uyghur Forced Labor Prevention Act went into effect
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June 23, 2022

LOCKED MI2 Trader: Buy Sonia SFIZ3

Back in the spring, we took a stab at counter-trading the rise in UK rates (“MI2 Trader: Fading UK Rates” 26th Apr). At the time, the logic was that our leading indicators were suggesting a pause in skyrocketing UK inflation, which would allow the Old Lady to take a breath and assess the economic fallout from Ukraine. Unfortunately, we were too early and were stopped out almost immediately. Fast forward two months, and the arguments look even more compelling, with our work suggesting that, at least for now, UK inflation is clearly peaking.

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June 23, 2022

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