Evaluate, Watch, Move

Providing  strategic macroeconomic Research 

 
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The Firm

Macro Intelligence 2 Partners is an independent research firm that provides insight into global markets and policy developments. Our research allows clients to develop a clear, big-picture framework of market fundamentals, resulting movements, and most importantly, execute timely trades.  We use proven economic models, market technicals and our understanding of both government and central bank policy to identify opportunities across asset classes.

·        Our research includes MI2 Reports, MI2 Trader, and the Japan Update. We use a series of proprietary, predictive models to anchor our views and create the basis for a repetitive process. Our Reports are concise, timely and integrate charts to clearly illustrate key concepts. We only publish when opportunities are identified. For a deeper dive into our market views, we provide presentations several times a year.

·        Monetary, fiscal and regulatory policy has never been more important or more unpredictable. Our unique background allows us to pull together different areas of expertise and weigh variables to replicate the decision making process of an investor. Our research is completely independent and unconstrained by conflicts of interest including trading positions, liquidity needs, political bias or influence. Our sole focus is providing information to our clients so they can make money.

·        Our team members have decades of market experience and have held senior positions in sales, trading and originations, all with direct P&L responsibility. We understand trading and the realities of the markets.

 

Team

Research

Our product offerings focus on interpreting market movements for global institutional investors. MI2 Reports and MI2 Trader are our heavy analysis pieces.  MI2 Reports is our signature product and covers global markets from a macro and political viewpoint. MI2 Trader is trade focused product and complements our reports. The Japan Update provides insight into the day to day markets and political environment from a fully fluent Western researcher using Japanese language sources.  MI2 Reports and MI2 Trader are published approximately 7 times a month and only when we have something to say; which is to say not on a set schedule.  The Japan Update is published most days.

Methodology

We use a combination of quantitative and qualitative models to monitor debt, equity, foreign exchange and commodity markets across the globe.  We track a series of proprietary predictive models to anchor our views and create the basis for a repetitive process.   Our primary focus is tradable macroeconomic and policy-related information.  We publish outside those specific areas when there are important developments that directly affect broad markets.

Timing

Our reports are concise, timely and integrate charts to clearly illustrate key concepts.  At Macro 2 Intelligence Partners we recognize that our clients have demanding daily schedules and only publish when opportunities are identified.  For a deeper dive into our market views, we provide presentations several times a year.

Perspective

In the current environment monetary, fiscal and regulatory policy has never been more important or more unpredictable. We draw on our breadth of policy knowledge to provide our clients with a clear picture of the implications of policy and central bank moves. Our unique background allows us to pull together different areas of expertise and weigh variables to more closely replicate the market decision making process of an investor.

Independent

Our research is completely independent and is unconstrained by conflicts of interest including trading positions, liquidity needs, political bias or influence.  Our sole focus is providing information to our clients so they can make money.  

Experience

Our team members have decades of market experience and have held senior positions in sales, trading and originations; all with direct P&L responsibility. We understand trading and the realities of the markets.

Featured Press

Macro Voices Interviews Julian Brigden  on May 27