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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. Markets to Watch: USDJPY To Rise Despite BoJ Rate Hike

      Bilal Hafeez, Viresh Kanabar

      Summary We think the Fed will stay on hold and keep three 2024 cuts in their forecast when they meet on Wednesday. The Bank of England will also likely keep rates steady, with CPI dictating the tone. Yet Tuesday’s BoJ meeting could bring the first hike in a generation following the strongest shunto wage negotiation […]

    2. G10 FX Weekly: Short CHF Stands Out as Central Bank Flurry Approaches

      Richard Jones

      Summary In the next seven days, six G10 central banks provide monetary policy updates. Excepting the Bank of Japan (BoJ), no interest rate moves are expected. Markets are therefore largely in wait-and-see mode, with most G10 currencies in a range, presenting very few attractive trades. Market Implications One exception to this is being short the […]

    Hive Podcast more podcasts

    1. Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI

      Dave DeWalt is Founder, CEO, and Managing Director of NightDragon, an investment and advisory firm focused on growth and late-stage cybersecurity, safety, security, and privacy companies.

    2. Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It

      Nigel Toon is the founder of Graphcore, which builds unique IPU chips designed for AI. He sits as a Non-Executive Director on the board of the UK Research and Innovation Council and has sat on the UK Prime Minister's Business Council.

    3. Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times

      Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015).

    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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