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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.

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    Hive on Media more videos

    NFP, a 50bp Fed Cut in September, and Recession Signs

    Bilal Hafeez on Bloomberg TV

    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

    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. G10 FX Weekly: Time to Fade UK Short-End Yields

      Richard Jones

      Summary The UK 2-year yield hovers near last week’s six-month high. The Bank of England (BoE) Monetary Policy Review (MPR), following last week’s 25bps cut, broadly aligned with our expectations, without overly hawkish messaging. However, hawkish Fed pricing is feeding into BoE pricing, which challenges fading elevated UK short-end yields. Market Implications Despite the risks, […]

    2. Momentum Models Post Solid Gain as FX Leads, Equities Lag

      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 up +0.7% over the past week, with FX models gaining +1.4% WoW, rates models up 0.3% and equity models down -0.5% WoW. Momentum models are up in aggregate over […]

    Hive Podcast more podcasts

    1. Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

      Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments.

    2. Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

      Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015).

    3. Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

      Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis at Citi.

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