Powered by independent thinking and industry experts.
Supported by the latest AI and Machine Learning.
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
Bilal Hafeez on Bloomberg TV
Bilal Hafeez on Bloomberg TV
Bilal Hafeez on Bloomberg TV
Not a day goes by without a new LLM model hitting the market, each claiming to outperform the rest on some benchmark leaderboard. But these self-reported scores often deserve scepticism. Much like marking your own homework, these evaluations can be misleading. For starters, many benchmark datasets – or even their answers – might appear in […]
Summary Inference-time scaling is the New Frontier: AI progress is shifting to focus more on inference-time scaling techniques that refine responses after initial training. Deeper Reasoning, Longer Waits: Enabling models to break complex tasks into smaller steps during inference results in longer waiting times but better responses. Better Cost-Outcome Alignment: This approach better aligns cost […]
Assessing and Alleviating State Anxiety in LLMs: Finds that trauma prompts can change the ‘state’ anxiety of LLMs, while relaxation ones reduce anxiety! Structured Outputs Enable General-Purpose LLMs to Be Medical Experts: The paper does away with fine-tuning an LLM on medical data and instead introduces a seven-step cognitive process (chain-of-thought) to answer questions. E.g., […]
Economics & Growth
Macro Hive
Key Events For Insights Into Market Pricing and Forecasts Around Key Events, Visit Our NEW Event Monitor! G10 Event Monitor Watch for our latest US CPI forecast on Monday ahead of its release on Tuesday 12 August. Our preliminary forecast for core m/m is 0.31%. The largest add-ons the market is currently pricing are for AUD/USD […]
Dominique Dwor-Frecaut
Summary US growth is likely to remain below 1.5% over the next year or so due to immigration collapse and consumer debt stabilisation. The Trump administration is likely to react through fiscal stimulus as monetary policy will likely remain beyond its reach. Because the growth slowdown is partly supply driven, a fiscal stimulus could bring […]
Ben Ford
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 registered a negative outing over the past week, down 0.5% (equities: -0.3%; rates: -0.8%; FX: -0.3%). Momentum models delivered positive returns only in equities over the past three months (equities: […]
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater.
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank.
Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring.
Macro Hive helps me focus on ideas that truly matter and it’s fabulous! It’s developed into a community of people that are curating ideas for each other.
Jim Leitner
President of Falcon Management
Macro Hive is more than just an independent research provider. It's a network and community connecting some of the best investors and thinkers together. A real industry disruptor!
Etienne de Marsac
Head of Absolute Return at Sunny Asset Management
When tackling macro themes, I am faced with many challenges, such as the involvement of numerous variables and tons of related information. Macro Hive helps me deal with this complexity. Macro Hive has found a unique way to use human skill and knowledge combined with leveraging AI to deliver a fantastic product.
Lorenzo Lorenzi
Foundation Endowment Manager
Macro Hive has been able to build a first-in-class research team. I look to them for consistently high quality insights and fast moving analysis in reacting quickly to market-moving events. They have also become thought leaders and innovators in using quant analysis and machine learning tools in creating insights and improving traditional factor models, volatility analysis, positioning, and sentiment.
Mirza Baig
PM at Point 72
Spring sale - Prime Membership only £3 for 3 months! Get trade ideas and macro insights now
Your subscription has been successfully canceled.
Discount Applied - Your subscription has now updated with Coupon and from next payment Discount will be applied.