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MI2 Partners Thoughts From The Divide: Who Blinked First?

BY JON WEBB
Some might think it academic, but we can’t help being curious about who blinked first. There are at least two games of chicken we have been closely watching. Clearly, everyone is watching the game of chicken between Xi and Trump. However, the casual observer might think there was also one involving Powell and Trump. In the case of Xi, its not entirely clear who blinked first. Read more →

C8 Currency Compass – USD Correction – January 2025

BY JON WEBB
Our FX models for USD against EUR, GBP, AUD, NZD and  NOK, which were largely USD positive last year, reversed in January.  In particular, our reversion models are suggesting some strength in these currencies against USD in the near term.  Nevertheless, the continued outperformance of the US economy, alongside sluggish growth in Europe, suggests that any USD reversal will not be sustained. Read more →

Trump and April Tariffs – Will He or Won’t He?

BY TEMATICA
Let's game it out... Read more →
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