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    About Macro Hive

    Macro Hive is a leading independent provider of global macro 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

    Chip Cycles, European Tech, and the Dollar Resilience

    Bilal Hafeez on Bloomberg TV

    Will the Iran War Trigger the Next Debt Shock

    Bilal Hafeez on Al Jazeera

    "Post-War" Rally, Dollar Weakness Return, and European Tech

    Bilal Hafeez on Bloomberg TV

    Latest Strategy read all

    Monetary Policy & Inflation | US

    The Week Ahead: Just a Little Fed Recalibration

    Macro Hive

    Ben and Dominique examine the FOMC’s updated growth outlook and policy stance following the recent Fed meeting. They analyse the resilience in household spending alongside recent supply shocks, with Dominique framing the Fed's actions as a policy recalibration rather than a full-fledged tightening cycle. While financial markets priced in three rate hikes following Chair Walsh’s presser on disinflation concerns, attention shifts to whether headline energy pressures will lead to broader second-round effects. Dominique argues that market expectations are overly hawkish, pointing to slowing wage growth and weak worker bargaining power to project a limit of two hikes.

    1. Global PMIs and Fiscal Data

      Macro Hive

      Key Events G10 In the US, the key data is: S&P PMIs – Wednesday. Consensus expects a small decline in both manufacturing and services, to 53.6 and 56, respectively, which would be inconsistent with the positive economic momentum signalled by the Atlanta Fed GDP nowcast. UMich Consumer Confidence – Friday. Consensus expects no change, i.e., […]

    2. Momentum Flips on EUR/USD and GBP/USD

      Sam van de Schootbrugge

      When evaluating the performance of our momentum models, we are considering the average performance across the one-, three-, and 12-month momentum models. Summary Momentum models are, on average, up WoW. Equity models are up +0.1%, rates models are up +0.8%, and FX models are down -0.2%. Rates momentum models are the best performer over a […]

    3. Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China’s Swing Power

      Bilal Hafeez

      Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank.

    Hive Podcast more podcasts

    1. Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China’s Swing Power

      Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank.

    2. Ep. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis

      In this solo episode, Bilal flips the script to pull back the curtain on his personal research workflow, addressing a surge of questions from peers on how to effectively apply AI to financial market analysis using six core principles.

    3. Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes

      Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds, including Bridgewater. Prior to the buy side, she worked at the New York Fed, IMF, and the World Bank. She holds a PhD in Economics from the London School of Economics.

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