Thoughts From The Divide: Julian Brigden’s Latest Interview

In lieu of this week’s Thoughts From The Divide, we wanted to share Julian's latest interview with Ted Oakley, Managing Partner at Oxbow Advisors. In this engaging discussion, Julian addresses economic, stock market, and extreme political instability. In this engaging discussion, Julian addresses economic, stock market, and extreme political instability.

BY JON WEBB

In lieu of this week’s Thoughts From The Divide, we wanted to share Julian’s latest interview with Ted Oakley, Managing Partner at Oxbow Advisors.

In this engaging discussion, Julian addresses economic, stock market, and extreme political instability. Click the play button below to tune in

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This week’s Fed meeting will be watched closely for hints of a policy pivot following reports that some officials favour slower policy tightening and amidst a revival in global risk appetite. In this Bulletin we take a look at the recovery in the performance of 'long only' strategies on the C8 platform. 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 →

NDR Dynamic Allocation Strategy January 2023 Update

BY BRIAN SANBORN

Dynamic Allocation Strategy, indicators, weightings update Read more →

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