Category: Newsletter

Bilal’s Top Picks: 30 Extreme Risks / Central Bankers’ Climate Fears / China Apologies

(total reading time: 6 mins) Ever thought there was a bubble in people calling out bubbles in markets? Well, you’re not alone, Scott Sumner blogs on this. But for those that still like to see the more pessimistic side of the world, we have a think tank listing 30 extreme risks for the world. Central […]

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Macro Hive Life: Japanese Secret To Happy Life / Breaking Habits / Creepy Gadgets

(total reading time: 6 mins) At Macro Hive, we don’t just think about markets and economics, we are also keen on looking after ourselves. So we’re introducing this new newsletter, where we curate the best content from around the web on health, self-improvement, technology and fun stuff. This week, we feature articles on how to […]

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Macro Hive Exclusives: Deutsche Bank Losing Fixed Income / Magic Money Tree (MMT) / Social Unrest Has Nuance

We have an excellent letter this week. A senior Deutsche Bank insider has given his (or her) take on DB following their…

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Macro Hive Deep Dives: Credit When Yields Rise / Banks Predict Bonds / Profitable ESG?

(total reading time: 3 mins) Many investors are worried about credit markets. And most cite higher government bond yields as a trigger for the big sell-off. Yet, the relationship between government bond yields and credit is not what you think. Our first Deep Dive reviews a joint Fed and Wharton Business School paper that finds […]

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Macro Hive Podcast Playlist: Buy Gold / Secularly Low Inflation / VC Sins

Despite stocks markets trading at highs, a bearish strain runs through this week’s podcasts. Hedge fund manager Alex Gurevich predicts…

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Bilal’s Top Picks: China’s War / Alternative Meat / Taxing The US Rich

(total reading time: 6 mins) The growing support for a wealth tax – now also from Nobel laureate Michael Spence – features heavily this week. But where does this antagonism against the rich come from? Our curated articles show that expensive education and power dynamics are as much the cause of wealth as skill is. […]

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Macro Hive Exclusives: Fed Roadmap / Socialist America / King Boris VIII

What a week! The UK announced it’s third general election in five years. The Fed cut rates but was reluctant to signal further easing. Hedge fund…

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Macro Hive Podcast Playlist: Blackrock’s Fears / 4 Party UK / Venture Capital Advice

Halloween is coming up, so get ready to be scared.  In our first podcast, we feature several seasoned economists sharing their biggest macro…

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Bilal’s Top Picks: WeWork No Play / Davos In Desert / World Boycotts Dollars

(total reading time: 6 mins) After reader’s feedback, we’ve added market implications to our article curations. Let me know what you think. A common message in our curation is watch out for fake tech companies. Public markets will punish you. WeWork is the poster-boy for this and has simmered up worries of a new dot-com […]

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Macro Hive Exclusives: The Uncredible ECB / Credit’s Yield Problem/ Upcoming Left Populism

I wanted to give a big thank you to everyone who completed our feedback survey. We’ve been overwhelmed by the scale of responses. It really helps guide…

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