- Fears of a broader market meltdown have grown as stocks have struggled in 2022.
- Julian Brigden, the head of Macro Intelligence 2 Partners, believes more weakness could come.
- Two trades are likely to be winners if the dollar’s value slides like it did in the early 2000s.
Investors had plenty of reasons to cheer in late 2021 as markets regularly hit new record highs on the back of robust earnings and strong economic growth.
But after a dismal start to the year for stocks, even the staunchest bulls can’t completely write off the risk of a market meltdown. Fears of higher inflation, lower growth, and geopolitical conflict continue to plague shares of US companies.
Julian Brigden, who cofounded and heads up the global economic research firm Macro Intelligence 2 Partners (MI2), has long urged caution — especially about…