MI2 PartnersThoughts From The Divide: Trump twists, Powell sticks

Last week, we mentioned how busy the news cycle had been, what with riots in LA, another Boeing crash, and speculation of Israeli military action against Iran. The speculation was right on the money, but you couldn’t tell if you were just looking at markets.
BY JON WEBB

MI2 Partners

Jun 20, 2025

Last week (TFTD: “Know when to Fold‘Em”), we mentioned how busy the news cycle had been, what with riots in LA, another Boeing crash, and speculation of Israeli military action against Iran. The speculation was right on the money, but you couldn’t tell if you were just looking at markets. Yes, oil is markedly higher, but there was little evidence of significant stresses in FX, Equity or Bond markets. Even the shekel showed remarkably little evidence of stress!

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