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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

    If the Fed Is Done, Do You Buy Bonds?

    Bilal Hafeez on Bloomberg TV

    Is It Time to Stock Up?

    Bilal Hafeez on Bloomberg TV

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

    Bilal Hafeez on Aljazeera TV

    Latest Research read all

    1. QT to Continue Through 2024

      Dominique Dwor-Frecaut

      Summary My February expectation that QT would end in 2023 H2 did not happen due to: Slower bank loan growth. Increased Fed lending to banks after the spring bankruptcies. Tight money market liquidity that reduced use of the Fed RRP facility by MMFs. I do not expect these events to repeat in 2024; in particular, […]

    2. Why Aging Populations Are Good for Workers

      Julius Probst, PhD

      Summary Worker shortages are hitting labour markets in advanced economies hard. Without a massive inflow of foreign workers, countries like Germany will soon see their workforce shrink. After several decades of declining bargaining power and stagnating wages, these trends might now finally reverse as adverse demographics are increasingly leading to labour scarcity. The Decade-Long Decline […]

    Hive Podcast more podcasts

    1. Ep. 192: Yesha Yadav on Crypto Bankruptcies, Stablecoin, and Treasury Market issues

      Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax.

    2. Ep. 191: Greg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products

      Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax.

    3. Ep. 190: Dr Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility

      Dr Douglas Greenig is the CEO, CIO, and founder of Florin Court Capital, a systematic, trend-following asset manager uniquely broad in its focus on over 500 markets.

    Portfolio Updates read all

    1. Prime Trade Ideas: GBP Has Likely Peaked for This Cycle

      Our views on the major asset classes remain the same. We’re slightly more positive on the FTSE 100 given this environment of rising rates at the long end.

    2. Prime Trade Ideas: Asian FX to Bounce Back on Rebounding Economy

      Our views on the major asset classes remain the same. We’re slightly more positive on the FTSE 100 given this environment of rising rates at the long end.

    3. Prime Trade Ideas: King Dollar to Reign Supreme in Q4

      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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