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  1. The Week Ahead: Will the Fed Pay Attention to the Data?

    Macro Hive

    Welcome to The Week Ahead! In this episode, Henry and Dominique discuss our changed call on Fed cuts in 2025, US retail sales showing hard data weakness, announce our Trump LLM Sentiment Index, and more!

  2. The Week Ahead: Inflation, Retail Sales to Give First Inkling of Tariff Hit

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss Fed hawkishness, tariffs impact on inflation, budget negotiation uncertainty, and more!

  3. The Week Ahead: Hold on Tight – Tariff Pain Is Coming!

    Macro Hive

    Welcome to The Week Ahead! In this episode, Ben and Dominique discuss tariff effects on US GDP and labour market, trade deal talks, May's Fed rate decision, and more!

  1. The Week Ahead: June Is Live

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the possibility of trade deals, ongoing effects of US tariffs, Fed-Trump relations, and more!

  2. Bloomberg TV Interview: Bilal Hafeez on the Markets Regime Change, Safe Havens, Tariffs and Fed Policy in 2025

    Macro Hive

    In his latest Bloomberg TV interview, Bilal Hafeez gives his take on the emerging new markets regime, safe havens, tariffs, Fed cuts in 2025, and more!

  3. The Week Ahead: The Unintended Consequences of Regime Change

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the implications of Trump's latest tariffs on the US economy, and more!

The Week Ahead: Are We Past Peak Policy Uncertainty?

Macro Hive

– Recorded on 21 March 2025 – Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the Fed’s outlook, stagflation, 2yr yield drivers, reciprocal tariff expectations, and more!   Listen to the audio version.   (The commentary contained in the above article does not constitute an offer or a solicitation, or a […]

The Week Ahead: Another Policy Pirouette?

Macro Hive

Welcome to The Week Ahead! In this episode, Henry and Dominique discuss the latest in US and European markets!

  1. The Week Ahead: Are Policy Surprises Becoming Routine?

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss NFP, Powell's speech, Trump pessimism, and more!

  2. The Week Ahead: Are the Adults in the Room Getting Nervous?

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss US growth concern, Fed response to a slowdown, NFP expectations, and more!

  3. The Week Ahead: The Trends Behind the Noise

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the big miss in US retail sales and the CPI beat, including January seasonality and the longer-term impact on Fed policy! This coming week brings key housing data, consumer confidence data, as well as Fed minutes and likely noise around Trump tariffs.

The Week Ahead: Are Markets Missing the Trump Revolution?

Macro Hive

Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss Trump's revolution, US budget negotiations, NFP, and more!

The Week Ahead: Tariffs Trump the Data

Macro Hive

Welcome to The Week Ahead! In this episode, Henry and Dominique discuss the latest Fed and ECB rates decisions, DeepSeek, Trump tariffs, and more!

  1. The Week Ahead: Trump 2.0 – Here We Go!

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss President Trump's first week of policy actions, tariffs, next week's Fed meeting expectations, and more!

  2. The Week Ahead: Disruption Is Coming

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the post-CPI bond market recovery, Bessent’s hearing, Trump’s executive orders, and more!

  3. The Week Ahead: Inauguration Jitters and More

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss NFP, equity jitters, a new higher inflation regime, and more!

Bloomberg TV Interview: Bilal Hafeez on Trading Global Macro, Grey Swans, and 2025’s Base Case

Macro Hive

In his latest Bloomberg TV interview, Bilal Hafeez gives his take on trading global macro trends, grey swans, Macro Hive’s 2025 base case, and more!

Al Jazeera Interview: Bilal Hafeez on Rate Cuts, Inflation, and Trump Tariffs in 2025

Macro Hive

In his latest Al Jazeera interview, Bilal Hafeez gives his take on rate cuts and inflation in 2025, Trump tariffs, European competitiveness, and more!

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