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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

    Economics & Growth | Monetary Policy & Inflation | US

    Can Financial Conditions Be Fine-Tuned?

    Dominique Dwor-Frecaut

    Summary A bottom-up assessment of monetary policy transmission suggests policy fine-tuning would be difficult. Residential investment is the demand component most responsive to funding costs but accounts for only 3.5% of GDP. The Fed impacts consumption, which accounts for 70% of GDP, mainly through equity and home prices rather than through funding costs. Non-residential investment […]

    1. Bloomberg TV Interview: Bilal Hafeez on Germany’s Lagging Economy, the Trump Trade, and Tech Overhype

      Macro Hive

      Macro Hive CEO and Head of Research Bilal Hafeez speaks on Bloomberg Europe about Germany's lagging economy, the banking sector, and the macro forces at play in the US economy.

    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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