Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the equities selloff, whether the Senate will pass Trump's budget, Japan's looming public debt, Supreme Court ruling on Fed independence, and more!
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!
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!
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!
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!
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!
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!
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 […]
Macro Hive
Welcome to The Week Ahead! In this episode, Henry and Dominique discuss the latest in US and European markets!
Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss NFP, Powell's speech, Trump pessimism, and more!
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!
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.
Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss Trump's revolution, US budget negotiations, NFP, and more!
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!
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!
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!
Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss NFP, equity jitters, a new higher inflation regime, and more!
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!
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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