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We aim to deliver the best macro ideas. We strive to give a different angle and we like to challenge. We do this by harnessing the experience of a network of leading thinkers led by Bilal Hafeez. Crucially, we present everything in an accessible form, so you can get the key insights in minimal time. Now, it’s time for you to join The Hive."
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Adam Tooze Part 2 (Talking Politics – LRB) (29 min listen)

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Markets Update: How COVID-19 Is And Isn’t Like the ’08 Financial Crisis (Exchanges at Goldman Sachs) (14 min listen)

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Claudia Sahm On Direct Payments To Individuals And Other Policy Responses To The COVID-19 Crisis (Macro Musings) (56 min listen)

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After A Sharp Drop In Prices, What’s Next For Oil? (Exchanges at Goldman Sachs) (14 min listen)

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Economics In The Time Of Covid-19 (Vox Talks – Vox EU) (18 min listen)

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BILAL'S TOP PICKS

Markets & Investing

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Monetary Policy & Inflation

The ESF backstop and why ECB action is not enough VIEW LATEST

Fiscal Policy & Inequality

The case for YCC in the UK and ex-post fiscal targeting VIEW LATEST

Growth & Labour Market

The case for non-pharma interventions and some projections for US unemployment VIEW LATEST

Politics

How Sunak will dominate in Johnson’s absence and why US states should preparing now for postal voting VIEW LATEST

Data, Models & Market Plumbing

How to increase IMF resources and stress in the non-bank sector VIEW LATEST

China

China’s regressive tax system and the dangerous bid for global leadership VIEW LATEST