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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

    ECB More Hawkish

    Henry Occleston 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. Equity View: 2024 Earnings Priced for Perfection?

      John Tierney

      Equities have been mired in a tight range since early summer as markets weigh the pressures of rising rates against ongoing evidence of a robust economy. 

    2. Markets to Watch This Week: Is the ECB Done? Don’t Be So Sure 

      Bilal Hafeez, Viresh Kanabar

      Dominique nailed it – the Fed finally acknowledged the US economy’s strength. The Fed stayed on hold, kept an extra 2023 hike, reduced the number of 2024 cuts from four to two, and kept the inflation trajectory unchanged but upgraded the growth trajectory.

    3. Recession Probability Stays High After FOMC Meeting

      Dalvir Mandara, Bilal Hafeez

      US treasury yields rose last week as markets digested the outcome of the latest FOMC meeting on Wednesday.

    Hive Podcast more podcasts

    1. Ep. 182: Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts

      Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including most recently “In Defense of Public Debt”.

    2. Ep. 181: Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1% 

      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. He was educated at Oxford University and lives in the US.

    3. Ep. 180: Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy

      Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles. She has been producing alpha-generating trade ideas in FX and rates in EM and G10 at established and startup macro hedge funds in the US since 2011, including at Bridgewater.

    Portfolio Updates read all

    1. Prime Trade Ideas: Bullish EUR/USD After Jackson Hole

      This month we took a deeper look into private markets, where we have been bearish for most of this year.

    2. Prime Trade Ideas: Fading BoE Hawkishness

      This month we took a deeper look into private markets, where we have been bearish for most of this year.

    3. Asset Allocation: Private Markets See Less Activity, More Scrutiny

      Private market activity has fallen in H1, with total vehicles closed down over 50%. Investment trusts exposed to the private market are currently trading at wide discounts to their NAV as low liquidity and fears over asset valuations hurt investor sentiment.

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