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.
The price action surrounding the apparent resumption of hostilities in the US-China trade war has been extremely interesting. The question for investors and traders is whether what we have seen was just a correction, or a blow off top. Heightened vigilance and a tightening of stops is advisable.
It’s been an incredibly interesting news week for those of us who focus on the nexus of markets and politics. This publication is often a
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.