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Bilal Hafeez on Bloomberg TV
Bilal Hafeez on Al Jazeera
Bilal Hafeez on Bloomberg TV
Rates
Sam van de Schootbrugge
This report presents outputs from Macro Hive’s quantitative model for informational purposes only. Model signals and recommendations describe model outputs and do not constitute trade ideas, investment recommendations or investment advice by Macro Hive. They should not be interpreted as a recommendation to enter into, maintain or exit any transaction. Summary Global yields extended higher, […]
Liang Ding
Summary With US–China talks having limited impact, the October 2026 EU–China talks in Beijing are the decisive deadline for the EU to rebalance the trade deficit, curb Chinese exports, and secure reciprocal market access amid rising Chinese countermeasures. If talks fail, Brussels is likely to use targeted anti-dumping and anti-subsidy tariffs on EVs, green tech, […]
Sam van de Schootbrugge
Summary Our framework utilises trends in analysts’ forecasts to predict upcoming labour market reports. This month, the model is forecasting a downside NFP surprise (71k vs. 90k) and the UER (4.12% vs. 4.10%). Market pricing from options expiring on Friday is slightly below average for NFP releases, with USD/CHF and GBP/USD standout pairs where vol […]
Viresh Kanabar
Summary September may have marked peak BoJ hawkishness. Dissents from Asada and Sato complicate the idea of a unified Japan-US push for a stronger JPY, while there is still limited evidence that the median Board member sees neutral at 2%. The two clearest advocates of a 2% terminal rate, Tamura and Takata, both leave in […]
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy.
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank.
In this solo episode, Bilal flips the script to pull back the curtain on his personal research workflow, addressing a surge of questions from peers on how to effectively apply AI to financial market analysis using six core principles.
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PM at Point 72
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