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Putin Renews Geopolitical Tension, Walmart Earnings

BY TEMATICA
The S&P 500 Outlook - Bank of America vs. Goldman Sachs Read more →

What Will Powell Say on Inflation and Tariffs Today?

BY TEMATICA
👀January CPI and PPI as well as reciprocal Trump tariffs on the horizon Read more →

USD Pivot Lower in 2024 – MI2 for C8

BY JON WEBB
MI2 currently has a bias for cyclical USD weakness as we progress into 2024, but this weakness could easily morph into an environment of secular USD decline. The early signs of USD weakness are falling into place, and with the current complacent consensus of stable FX relationships within the G4, the risk is building for a decisive break from the prevailing regime. Below, we segment our analysis to line up our skittles for a consensus-busting weak USD impulse. Read more →
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