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February 18: The Week Ahead

BY TEMATICA
A short week, but some good earnings insights ahead Read more →

MI2 Partners – Thoughts From The Divide: Spectacle

BY JON WEBB
Another week into Trump 2.0 and you’d be forgiven for starting to tune out some of the news around the administration. After all, nothing screams kabuki more than touting “yuge” concessions from the Canadian and Mexican governments that were already in the works… Admittedly it’s two birds with one stone (that was going to be thrown anyway) for the US’s neighbors, but it does make it hard to take the threat of tariffs seriously. That being said, while some of the spectacle is certainly theater, like a bullfight it does come with horns as markets and political actors react to the latest news. Read more →

EURGBP Inflection Point

BY JON WEBB
Sell EURGBP above 0.85. First target 0.82. Longer term targets sub-0.80. Stop above 0.86. Read more →
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