Together with inflation, Julian believes that this means the Fed needs to rapidly tighten policy while slowing growth. As a result, the economy has closed the output gap and is in danger of overheating. When asked about his market outlook for 2022, Julian stated that the US policy response was massive. As a global macro strategist, Julian’s primary focus is understanding and explaining macroeconomic and policy-related developments to tell clients what is important in markets and what to fade. He is particularly skilled at exploring correlations in the economy and financial markets vital to a vast array of investment decision-makers. He has extensive experience with macro data analysis, broad fixed income, equity market (not individual stocks) and currencies. Julian is a trusted advisor to many top money managers who use MI2 Partners’ research to guide their investment process. Julian has over 30 years of experience in financial markets including positions in market and policy focused consulting to institutional investors as well as FICC sales. He leads a six-person team of research and market professionals to publish independent macroeconomic research that is both ahead of market consensus and timely.

Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011.

Other stop-off points on the way were NatWest Markets and HSBC, although he began his career by training traders in technical analysis. In this role, Raoul established strong relationships with many of the world’s pre-eminent hedge funds, learning from their styles and experiences. Raoul moved to GLG from Goldman Sachs where he co-managed the hedge fund sales business in Equities and Equity Derivatives in Europe. Previously he co-managed the GLG Global Macro Fund in London for GLG Partners, one of the largest hedge fund groups in the world. He retired from managing client money at the age of 36 in 2004 and now lives in the tiny Caribbean island of Little Cayman in the Cayman Islands. Global Macro Investor has one of the very best, proven track records of any newsletter in the industry, producing extremely positive returns in eight out of the last twelve years. It draws on his considerable 31 years of experience in advising hedge funds and managing a global macro hedge fund. In addition, Raoul has been publishing Global Macro Investor since January 2005 to provide original, high quality, quantifiable and easily readable research for the global macro investment community hedge funds, family offices, pension funds and sovereign wealth funds. Real Vision members also have access to Real Vision Crypto, a cryptocurrency and digital assets video channel watched by over 235,000 people. Raoul Pal is the Co-Founder and CEO of Real Vision, the world’s pre-eminent financial media platform, which helps members understand the complex world of finance, business, and the global economy.

Macro trading star