Economics & Growth
Julius Probst, PhD
Coined by Austrian economist Joseph Schumpeter, ‘creative destruction’ the process of industrial mutation that destroys old economic structures and replaces them with new ones.
Sam van de Schootbrugge
A new NBER working paper, co-authored by prominent economist Ken Rogoff, highlights long-term imbalances in China’s real estate market.
Bilal Hafeez
We have seen a sharp bounce in stocks since the start of the month. US stocks are up almost 6%, with weak economic data easing some investors’ concerns about...
We have seen a sharp bounce in stocks since the start of the month. US stocks are up almost 6%, with weak economic data easing some investors’ concerns about...
When markets go through regime changes, you need to throw out the conventional ways of investing. Take a common approach – business cycle investing.
Rarely can we point to one factor driving the performance of all markets. But since the global financial crisis in 2008, that factor is low interest rates.
Equities | Europe | Monetary Policy & Inflation | US
Bilal Hafeez, Ben Ford
The aftermath of the ‘Fiscal Event’ stole the headlines last week. Initially, GBP/USD fell to levels last seen in the 1700s, while surging interest rates sparked discussion...
Dominique Dwor-Frecaut
With the Fed jacking up interest rates to dampen demand and cool stubbornly high inflation, financial conditions have been tightening.
John Tierney
The selloff last week was less about UK turmoil but rather the growing weight of inflation and recession risks.
Ben Ford
Our biases in Asia FX have registered strong returns. Now, we are making changes. We closed our bearish KRW position and turned bearish on SGD...
Andrew Simon and Dominique Dwor-Frecaut return to give us our latest Week Ahead update. We have given the video podcast a refreshed look, so do make sure to tune in this week...
In our latest Week Ahead video update, Andrew Simon and Dominique Dwor-Frecaut discuss the extent to which central banks are disrupting the real economy...
Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank...
Economics & Growth
Julius Probst, PhD
Coined by Austrian economist Joseph Schumpeter, ‘creative destruction’ the process of industrial mutation that destroys old economic structures and replaces them with new ones.
Richard Jones
Swiss National Bank (SNB) monetary policy is in play – understanding market pricing of SNB expectations is critical.
John Tierney
An oil ETF is an exchange-traded fund (ETF) that offers investors exposure to the oil industry or oil as a commodity.
John Tierney
A commodity oil ETF is an exchange-traded fund (ETF) that offers investors exposure to oil or natural gas as a commodity.
Randy is co-head of senior lending and oversees senior lending origination and capital markets for Churchill Asset Management, which has $40bn of committed capital.
Howard Davies is the Chairman of the Board of Directors of Natwest Group. Previously, he was the Director of the London School of Economics...
Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank...
The best investment advice curated for your portfolio's well-being.
In-depth analysis of long-term finance and investment trends.
Finance and fiction books recommended by The Hive Community.
Interesting tips, trends, and topics outside the investment industry.
Before starting Macro Hive, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of Multi-Asset Research and Advisor to the CEO at Deutsche Bank. Bilal started his twenty-year career at JP Morgan. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business School and studied Economics at St Johns College, Cambridge.
Andrew spent over 25 years in finance on both the buy and sell side. He co-founded Eschaton Opportunities, a $100 million hedge fund focused on global thematic value investing. Earlier in his career, Andrew led JP Morgan's institutional sales business across foreign exchange and emerging markets in Europe, ran Lehman's global derivative sales business, and managed Deutsche Bank's European currency option trading and derivative research business.
Get free access to Macro Hive Lite and receive your copy of our Asset Allocation report today.