
Equities | US
Earnings Outlook: Recession Risks Still Seem Distant
John Tierney
The big story so far is a slowdown in advertising across every company that depends on it. Consumer-oriented companies are mixed, but few expect serious weakness in 2H.
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MACRO · GEOPOLITICS · EQUITIES · CRYPTO · FX
Equities | US
John Tierney
The big story so far is a slowdown in advertising across every company that depends on it. Consumer-oriented companies are mixed, but few expect serious weakness in 2H.
Dominique Dwor-Frecaut
There are technical and academic definitions of recession. Technically, a recession occurs when quarterly GDP growth is negative for two quarters in a row.
John Tierney
If you want a quick read on how the US economy and corporate America remain unbalanced as we all try to emerge from the Covid fog...
Bilal Hafeez, Dalvir Mandara
After the last FOMC meeting, markets thought we had reached a peak in Fed hawkishness. Crypto markets climbed onto this narrative and grinded higher...
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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.
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.
Dominique Dwor-Frecaut is a macro strategist based in Los Angeles. She has been producing alpha generating trade ideas in FX and rates in EM and G10 at established and startup macro hedge funds in the US since 2011, including at Bridgewater. She has also produced in depth analysis of central banks policies and procedures drawing on her experience at the New York Fed, the IMF and the World Bank as well as on the buy and sell side. Before moving to the US she covered Asian and global EMs at Barclays capital, ABN AMRO and RBS from Singapore. She holds a PhD in economics from the London School of Economics.