A short-form weekly video blog designed to keep you aligned with our evolving macro thinking. Each episode breaks down the key developments shaping the landscape, highlights where the data supports—or challenges—our core views, and shares the charts commanding our attention right now.
The Weekly Lens aims to give you a concise sense of MI2 internal discussions over the week. It reflects what we have been reading and discussing, and how those discussions are influencing our view of the macro environment. We hope to give you some idea of how our thinking is evolving.
It’s been a challenging week for President Trump. The problems started when the Justice Department released a memo as part of their “commitment to transparency”