December 30, 2025

Harry Melandri takes you through MI2’s 2026 outlook. What should you expect from the main macro variables? How will policy respond? What will this mean for the dollar and global risk markets? The analysis will walk you through the biggest risks and the likely sources of volatility, but also the main opportunities. Specifically, what appears to be an underappreciated WH policy shift amounting to a massive private sector monetary expansion. How should you position for what’s coming?