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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

    Why Is the Debt Ceiling So Contentious in the United States?

    Bilal Hafeez on Aljazeera TV

    US Inflation, Fed Hike and Debt Ceiling Outlook

    Bloomberg TV Interview

    Mustafa Chowdhury on US Recession Outlook

    Bloomberg TV Interview

    Latest Research read all

    1. G10 Rates Weekly: EUR to Benefit From Softer Eurozone Inflation and a Vigilant ECB

      Richard Jones

      Eurozone (EZ) CPI readings, both headline and core, are coming in softer, with the most recent data below consensus estimates.

    2. Momentum Models Increase Equity Bullishness and US Rates Bearishness

      Bilal Hafeez, Ben Ford

      Momentum models delivered a fourth consecutive week of positive returns, led by equities (+0.9% WoW).

    3. Using Twitter to Predict Markets and Monetary Policy

      Sam van de Schootbrugge

      A new FEDS working paper uses Twitter chatter to build a measure of credit and financial market sentiment. The authors use Keyword Clustering alongside FinBERT to assign sentiment scores to tweets. They then average over tweets to create sentiment indices at different frequencies.

    Hive Podcast more podcasts

    1. Ep. 166: Deepak Gurnani on Building Winning Investment Strategies 

      Deepak Gurnani is the Founder and Managing Partner of Versor Investments - $2bn quantitative investment firm. Deepak is the former CIO of Investcorp’s Hedge Fund Group and was one of the founding members in 1996.

    2. Ep. 165: Jim Rogers on the Demise of the Dollar, Inflation and China

      Jim Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37.

    3. Ep. 164: Stefan Jansen on How to Use ChatGPT and AI in Finance

      Stefan Jansen is the author of the widely read ‘Machine Learning For Algorithmic Trading’. He is the founder and Lead Data Scientist at Applied AI. He advises Fortune 500 companies, investment firms and startups across industries on data & AI strategy and developing machine learning solutions.

    Portfolio Updates read all

    1. Prime Trade Ideas: CHF, JPY Key to Profiting From an Ugly Debt Ceiling Negotiation

      We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.

    2. New Look Asset Allocation Update

      This month, we expand the coverage of our asset class views and provide further granularity in each component.

    3. Prime Trade Ideas: Positioning for a US Debt Ceiling Debacle

      We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.

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