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    About Macro Hive

    Macro Hive is a leading independent provider of global macro research and strategy.

    Trusted by clients at 7 of the world's top 10 banks and all top 5 hedge funds, we combine best-in-class human and artificial intelligence to provide institutional investors with market-leading investment opportunities.

    Our experts leverage large language models, such as those that power chatbots like ChatGPT, to develop innovative, data-driven solutions to complex financial problems and to build state-of-the-art models in search of alpha signals across asset classes.

    Learn more

    Hive on Media more videos

    Bloomberg TV Interview: Bilal Hafeez on US CPI and 2024 Fed Cuts

    Bilal Hafeez on Bloomberg TV

    If the Fed Is Done, Do You Buy Bonds?

    Bilal Hafeez on Bloomberg TV

    Is It Time to Stock Up?

    Bilal Hafeez on Bloomberg TV

    AI Insights read all

    1. Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

      Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously worked at Mizuho and Credit Suisse.

    2. Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

      Shawn Edwards is Bloomberg’s Chief Technology Officer. Based in New York, he oversees the development of Bloomberg’s global technology strategy.

    3. Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

      Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of Multi-Asset Research and Advisor to the CEO at Deutsche Bank.

    Latest Research read all

    1. Momentum Flips Bearish US Fixed Income, Remains Bullish Global Equities

      Richard Jones

      When evaluating the performance of our momentum models we are considering the average performance across the one-, three-, and 12-month momentum models. Summary Momentum models were down -0.4% over the past week, with equity models up 0.6% WoW, FX models down -0.7% WoW and rates models down -0.6% WoW. Momentum models are down over a […]

    2. Stand Aside as US Rates Rangebound Until Election

      Richard Jones

      Summary US Treasury (UST) yields have risen sharply across the curve, driven by a stronger-than-expected US jobs report last Friday. Market pricing of further Fed easing for 2024 aligns with the FOMC’s Summary of Economic Projections (SEP) and our expectations. We expect rates to remain rangebound ahead of the elections next month, with the next […]

    Hive Podcast more podcasts

    1. Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

      Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and markets and G5 FX. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard.

    2. Ep. 236: Sean McMeekin on the Return of Communism

      Sean McMeekin PhD was educated at Stanford University and the University of California, Berkeley. Having visited American and European battlefields, libraries and archives, venturing as far east as Russia and Turkey, he now teaches at Bard College.

    3. Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

      Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously worked at Mizuho and Credit Suisse.

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