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.
. Powell’s Jackson Hole pivot adds fuel, with markets now pricing nearly a 90% chance of a September cut, flipping Fed policy from headwind to tailwind. The takeaway is unchanged: support levels (6,371 / 6,299) remain intact, breadth confirms strength, and until/unless 6,519 rejects price hard, the path of most pain for the SPX is still higher, with 6,648–6,661 the next magnet.
The Weekly Lens aims to give you a concise sense of MI2 internal discussion over the past week. It reflects what we have been reading and discussing, and how those discussions are influencing our view of the macro environment. The aim is to give you some idea of how our thinking is evolving.
Perhaps we are atypical, but we found the Jackson Hole Economic Symposium to be a mix of compelling drama and “The Office-style” comedy. The fun