Research for the world's most sophisticated investors.

Powered by independent thinking and industry experts.

Supported by the latest AI and Machine Learning.

Explore Our Research

    Want to receive our latest macro and financial market updates? Subscribe to our newsletters!

    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

    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. Markets to Watch: Price Pressures Piling Up for Fed

      Bilal Hafeez, Viresh Kanabar

      Summary A data-rich week in the US sees the Fed’s preferred measure of inflation (PCE) and Q4 GDP come out. Expect both to be too hot for the Fed’s liking. EZ inflation data will likely undershoot ECB expectations, while BoE and ECB speakers could indicate policy outlooks. In the $-bloc, expect a hawkish pause from […]

    2. Charts of the Week: US Growth Expectations Are Flying High, Helping USD

      Matthew Tibble

      Summary US growth is beating euro-area growth. However, the divergence may have peaked, with recent US data weaker than consensus expected. Chinese companies are struggling to make money, but a new securities regulator is providing hope for investors. The odds of Joe Biden quitting the presidential race have increased markedly in the last few weeks. […]

    Hive Podcast more podcasts

    1. Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

      Claudia Sahm is a well-known, highly regarded, Washington-based expert on monetary and fiscal policy and forecasting. She has advised decision-makers at the Federal Reserve, White House, and Congress.

    2. Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking

      Melanie Mitchell is one of the leading AI researchers in the world. She is Professor at the Santa Fe Institute.

    3. Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook

      Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments.

    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. 

    What our customers are saying

    Macro Hive helps me focus on ideas that truly matter and it’s fabulous! It’s developed into a community of people that are curating ideas for each other.

    Jim Leitner
    President of Falcon Management

    Macro Hive is more than just an independent research provider. It's a network and community connecting some of the best investors and thinkers together. A real industry disruptor!

    Etienne de Marsac
    Head of Absolute Return at Sunny Asset Management

    When tackling macro themes, I am faced with many challenges, such as the involvement of numerous variables and tons of related information. Macro Hive helps me deal with this complexity. Macro Hive has found a unique way to use human skill and knowledge combined with leveraging AI to deliver a fantastic product.

    Lorenzo Lorenzi
    Foundation Endowment Manager

    Macro Hive has been able to build a first-in-class research team. I look to them for consistently high quality insights and fast moving analysis in reacting quickly to market-moving events. They have also become thought leaders and innovators in using quant analysis and machine learning tools in creating insights and improving traditional factor models, volatility analysis, positioning, and sentiment.

    Mirza Baig
    PM at Point 72

    Get the weekly newsletter 16,000+ finance pros read for 'must-have' trade ideas.

      Spring sale - Prime Membership only £3 for 3 months! Get trade ideas and macro insights now