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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

    NFP, a 50bp Fed Cut in September, and Recession Signs

    Bilal Hafeez on Bloomberg TV

    US CPI and 2024 Fed Cuts

    Bilal Hafeez on Bloomberg TV

    If the Fed Is Done, Do You Buy Bonds?

    Bilal Hafeez on Bloomberg TV

    AI Insights read all

    1. 8 Cool New AI Papers: From Anxious LLMs to Fake News Detection

      Assessing and Alleviating State Anxiety in LLMs: Finds that trauma prompts can change the ‘state’ anxiety of LLMs, while relaxation ones reduce anxiety! Structured Outputs Enable General-Purpose LLMs to Be Medical Experts: The paper does away with fine-tuning an LLM on medical data and instead introduces a seven-step cognitive process (chain-of-thought) to answer questions. E.g., […]

    2. AI Reflections: Smarter, Faster, Cheaper – But Still Not Ready

      Summary Despite significant strides in speed, cost, intelligence, and multi-modal capabilities, AI has yet to move from testing to widespread adoption. Key barriers to adoption include hallucinations, limited memory, reliance on good prompts, and poor real-world adaptability. For AI to deliver real business value, there must be a shift in focus from just improving models […]

    3. AI Reflections: DeepResearch, Grok and Disappointment

      If you spend time on X or Twitter, you would think the release of Grok 3.0 and ChatGPT’s DeepResearch models marks the dawn of superintelligence (AGI). In reality, these advances highlight the limitations of large language models (LLMs) and how far we still are from AGI. At their core, these models are only as good […]

    Latest Research read all

    1. AI Reflections: Smarter, Faster, Cheaper – But Still Not Ready

      Viresh Kanabar

      Summary Despite significant strides in speed, cost, intelligence, and multi-modal capabilities, AI has yet to move from testing to widespread adoption. Key barriers to adoption include hallucinations, limited memory, reliance on good prompts, and poor real-world adaptability. For AI to deliver real business value, there must be a shift in focus from just improving models […]

    2. Momentum Model Flip Bullish USTs and Reduce USD Bullishness

      Richard Jones

      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 were up +0.1% over the past week, with rates models up +0.5% WoW, and FX models down -0.1% WoW and equity models down -0.3% WoW. Momentum models are up +0.2% […]

    Hive Podcast more podcasts

    1. Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock

      Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992.

    2. Ep. 258: Randy Schwimmer on Why Private Credit Is Performing

      Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, responsible for senior lending origination and capital markets.

    3. Ep. 257: Joe Lavorgna on Trump Supercharging US Growth

      Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis.

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