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.
In this conversation, MI2’s Harry Melandri sits down with colleague, Jeff Uscher, to explore the global consequences of a profound shift in industrial policy—and why Japan is rapidly becoming central to the macro narrative. Harry presents Jeff as a uniquely valuable member of the MI2 team, highlighting his fluency in Japanese, his unparalleled access to policymakers, and a 45-year career spanning trading desks, Grant’s Interest Rate Observer, and Medley Global Advisors. Jeff’s ability to interpret the intersection of policy, markets, and corporate behavior sets the tone for a wide-ranging discussion on capital flows, equity markets, and monetary dynamics.
In this conversation, MI2’s Harry Melandri sits down with colleague, Jeff Uscher, to explore the global consequences of a profound shift in industrial policy—and why Japan is rapidly becoming central to the macro narrative. Harry presents Jeff as a uniquely valuable member of the MI2 team, highlighting his fluency in Japanese, his unparalleled access to policymakers, and a 45-year career spanning trading desks, Grant’s Interest Rate Observer, and Medley Global Advisors. Jeff’s ability to interpret the intersection of policy, markets, and corporate behavior sets the tone for a wide-ranging discussion on capital flows, equity markets, and monetary dynamics.