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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.

    Learn more

    Hive on Media more videos

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

    Bilal Hafeez on Aljazeera TV

    US Inflation, Fed Hike and Debt Ceiling Outlook

    Bloomberg TV Interview

    Mustafa Chowdhury on US Recession Outlook

    Bloomberg TV Interview

    Latest Research read all

    1. China Growth Tracker – All Three Trackers Weaken

      Bilal Hafeez, Ben Ford

      Our high-frequency China reopening index has continued to worsen. Poor trade data helped the economic data-based China growth tracker follow suit. Our market data-based China growth tracker weakened, too.

    2. Key Supports Hold, But Upside Momentum Needed Soon

      Robin Wilkin

      There is a potentially a key week ahead for the macro world, with the latest US CPI inflation report ahead of the Federal Reserve and then the ECB meetings.

    3. FOMC Preview: Doves to Take the Reins?

      Dominique Dwor-Frecaut

      Since the April FOMC, there has been no progress on disinflation and no evidence of a macro impact of a credit crunch, yet the Federal Reserve (Fed) has decided to stay on hold next week.

    Hive Podcast more podcasts

    1. Ep. 167: Alberto Gallo on Investor Complacency, Crisis Risks and Fed’s Dilemma  

      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.

    2. Ep. 166: Deepak Gurnani on Building Winning Investment Strategies 

      Deepak Gurnani is the Founder and Managing Partner of Versor Investments - $2bn quantitative investment firm. Deepak is the former CIO of Investcorp’s Hedge Fund Group and was one of the founding members in 1996.

    3. Ep. 165: Jim Rogers on the Demise of the Dollar, Inflation and China

      Jim Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37.

    Portfolio Updates read all

    1. Prime Trade Ideas: High Yield Looks Highly Attractive

      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.

    2. Asset Allocation: Quality Stocks for a Quality Portfolio

      We stay overweight cash and TIPS while maintaining our underweight allocation to equities, long-duration bonds, property, and private equity.

    3. Prime Trade Ideas: CHF, JPY Key to Profiting From an Ugly Debt Ceiling Negotiation

      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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