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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

    1. G10 FX Weekly: NFP Uncertainty Looms Over Dollar and US Rates

      Richard Jones

      Summary Since peaking above 108 (intra-day) on 22 November, the US dollar Index (DXY) moved below 106 one week later and now trades just above 106, about 1.75% lower than that recent peak. Moves in US yields have been similar, with the 2-year yield now about 25bp off its peak two weeks ago and the […]

    2. Momentum Models Remain Bullish USD and Global Equities

      Richard Jones

      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 were up +0.2% over the past week, with equity models up 1.1% WoW, and FX models and rates models flat WoW. Momentum models are down -0.1% in aggregate over a […]

    Hive Podcast more podcasts

    1. Ep. 245: Frank Kelly on Why Everyone Underestimates Trump

      Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office of Political Affairs.

    2. Ep. 244: In Memoriam – Professor Ian Shipsey on How Physics Can Change the World

      Professor Shipsey was one of the leading particle physicists of his generation and was Head of Physics at Oxford from 2018 until his passing. His groundbreaking work ranged from studying subatomic particles to advancing our understanding of the Higgs boson

    3. Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows

      Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at the National Bureau of Economic Research.

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