Latest Articles read all

  1. China’s Long-Term Real Estate Fragility

    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.

  2. Don’t Get Caught by the Bounce 

    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...

Bilal's Weekly Insights read all

  1. Don’t Get Caught by the Bounce 

    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...

  2. Asset Allocation Update: The ‘Everything Breaks’ Portfolio

    When markets go through regime changes, you need to throw out the conventional ways of investing. Take a common approach – business cycle investing.

  3. Asset Allocation Update: The ‘Everything Bubble’ Is Bursting

    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.

Trending Articles read all

  1. Why the Fed Is Failing to Slow the US Economy

    Dominique Dwor-Frecaut

    With the Fed jacking up interest rates to dampen demand and cool stubbornly high inflation, financial conditions have been tightening.

  2. Earnings Outlook: Equities in Wait-and-See Mode

    John Tierney

    The selloff last week was less about UK turmoil but rather the growing weight of inflation and recession risks.

  3. Prime Trade Ideas: No Reason to Panic in Volatile Markets

    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...

Hive Videos more videos

  1. Week Ahead: Is a Too Strong US Labour Market Pushing Us to Armageddon?

    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...

  2. Week Ahead: Update on Whether US Interest Rates Could Reach 8%

    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...

  3. Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin’s Endgame | MHC 130

    Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank...

Hive Explainers more explainers

  1. How Markets Price SNB Rate Expectations

    Richard Jones

    Swiss National Bank (SNB) monetary policy is in play – understanding market pricing of SNB expectations is critical.

  2. Oil ETFs: What You Should Know Before You Invest

    John Tierney

    An oil ETF is an exchange-traded fund (ETF) that offers investors exposure to the oil industry or oil as a commodity.

  3. Commodity Oil ETFs: What You Should Know Before You Invest

    John Tierney

    A commodity oil ETF is an exchange-traded fund (ETF) that offers investors exposure to oil or natural gas as a commodity.

Hive Podcast more podcasts

  1. Ep. 132: Randy Schwimmer on Private Credit, Fed Shocks and Recession Risks  

    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.

  2. Ep. 131: Howard Davies on How UK Chancellors Steer the UK In Crisis 

    Howard Davies is the Chairman of the Board of Directors of Natwest Group. Previously, he was the Director of the London School of Economics...

  3. Ep. 130: Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin’s Endgame 

    Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank...

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Meet Macro Hive about Macro Hive

Bilal Hafeez
Bilal Hafeez

Bilal Hafeez: CEO & Head of Research

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.

More about Bilal…

Andrew Simon
Andrew Simon

Andrew Simon: Chief Operating Officer

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.

More about Andrew…

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