22 September 2023 Economics & Growth | US

Bilal’s Macroscope: How Will Global Recession, China and AI Impact Markets?

By Bilal Hafeez
3 min read

I reveal my favourites charts on three crucial themes for markets ahead: global recession, the impact of AI, and China’s economic divergence from the US.

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Bilal's Macroscope

Bilal’s Macroscope: Japan’s Corporate Renaissance

28 March 2024

Bilal Hafeez Viresh Kanabar
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Bilal's Macroscope

The 5 Big Consensus Economic Views for 2024

24 November 2023

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Bilal's Macroscope

Bilal’s Macroscope: 10 Important Charts to Consider Heading into Year-End

17 November 2023

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Bilal's Macroscope

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Spring sale - Prime Membership only £3 for 3 months! Get trade ideas and macro insights now

Bilal’s Macroscope: How Will Global Recession, China and AI Impact Markets?

Everyone Has Underestimated US Growth

Unusual Sources of Growth

The Fed Will Struggle to Hit Its 2% Inflation Target

The Fed Has Loose Policy

AI and the 1% Have Spurred Equity Gains

Big Difference Between US and China Households

China Households Levered and Lacking Confidence

CNY Becoming More Linked to Yields

CNH Becoming More Important

USD Bounce, Watch CNY Basket

Bilal Hafeez is the CEO and Editor of Macro Hive. He spent over twenty years doing research at big banks – JPMorgan, Deutsche Bank, and Nomura, where he had various “Global Head” roles and did FX, rates and cross-markets research.

Photo Credit: depositphotos.com

Your comments

Cancel reply

Enter your email to read this Macro Hive Exclusive

Like these insights? Join our free newsletter for regular updates and trade ideas.

Like these insights? Join our free newsletter for regular updates and trade ideas.

Bilal’s Macroscope: How Will Global Recession, China and AI Impact Markets?

Everyone Has Underestimated US Growth

Unusual Sources of Growth

The Fed Will Struggle to Hit Its 2% Inflation Target

The Fed Has Loose Policy

AI and the 1% Have Spurred Equity Gains

Big Difference Between US and China Households

China Households Levered and Lacking Confidence

CNY Becoming More Linked to Yields

CNH Becoming More Important

USD Bounce, Watch CNY Basket

Bilal Hafeez is the CEO and Editor of Macro Hive. He spent over twenty years doing research at big banks – JPMorgan, Deutsche Bank, and Nomura, where he had various “Global Head” roles and did FX, rates and cross-markets research.

Photo Credit: depositphotos.com

Your comments

Cancel reply

Enter your email to read this Macro Hive Exclusive

Like these insights? Join our free newsletter for regular updates and trade ideas.

Like these insights? Join our free newsletter for regular updates and trade ideas.

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