Bilal Hafeez
Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments.
Bilal Hafeez
Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015).
Dominique Dwor-Frecaut
Summary On the eve of election day, betting markets and polls show Vice President Kamala Harris and presidential candidate Donald Trump neck and neck. The Harris campaign has greatly outraised the Trump campaign, and the former has a much larger cash balance to spend on the last few weeks of the campaign, which could bring […]
Macro Hive
The culmination of 12 months of work, Bilal Hafeez introduces Macro Hive's cutting-edge AI sentiment index based on Fed communication. He explains why our model outperforms existing indices and reveal what it is currently signalling about US rates.
Macro Hive
Macro Hive CEO and Head of Research Bilal Hafeez speaks on Bloomberg Europe about Germany's lagging economy, the banking sector, and the macro forces at play in the US economy.
Bilal Hafeez
Sean McMeekin PhD was educated at Stanford University and the University of California, Berkeley. Having visited American and European battlefields, libraries and archives, venturing as far east as Russia and Turkey, he now teaches at Bard College.
Macro Hive
Summary A Republican sweep (red WH and Congress) could result in stagflation and force the Fed to hike. Meanwhile, a Democratic sweep (blue WH and Congress) would likely align with the Fed’s current projections. Market Implications A Trump victory would likely lead to bear steepening in the yield curve, and a stronger USD especially vs […]
Dominique Dwor-Frecaut
Summary Vice President Kamala Harris is struggling to widen her small lead over presidential nominee Donald Trump but continues to outraise him. Should Harris win, pollsters expect a red Congress while betting markets see a blue or split Congress as most likely. Market Implications I still expect the Fed to cut two more times in […]
Dominique Dwor-Frecaut
Summary Vice President Kamala Harris’ nationwide popularity is increasing but she is still within the margin of error in the swing states. The Democrats still appear likely to lose the Senate while the House could be in play. Market Implications I expect the Fed to cut 50bp this week, 100bp this year and 150bp next […]
Dominique Dwor-Frecaut
Summary Vice President Kamala Harris’ nationwide popularity is increasing but she is still within the margin of error in the swing states. The Democrats still appear likely to lose the Senate while the House could be in play. Market Implications I expect the Fed to cut 50bp this week, 100bp this year and 150bp next […]
Ranen McCormick
Summary The financial industry has witnessed the dramatic rise of private equity and index funds over the last two decades. Now, just a handful of asset management institutions dominate American finance, as John Coates reveals on our recent podcast and in his new book, The Problem of Twelve. Political hostility to private equity and index […]
Dominique Dwor-Frecaut
Summary Vice President Kamala Harris is polling ahead of presidential candidate Donald Trump but remains within the margin of error. Harris’ policies involve stronger competition policies as well as social spending to be funded by unspecified taxes on wealthier Americans and businesses. Even if Harris wins the White House, she will likely face a split […]
Ben Ford
Summary BLS employment growth revisions (3PM UKT, Wednesday) are forecasted to be the largest in 15 years. However, the Fed are well prepped for revisions; Powell has already been vocal on the topic. Harris (Thursday) is due to speak on the final day of the DNC. She has already revealed a lot about her economic […]
Bilal Hafeez
Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015).
Dominique Dwor-Frecaut
Summary Vice President (VP) Kamala Harris is virtually assured of the nomination. Her nomination at the top of the Democratic ticket has made the race more competitive. Trump administration economic policies might not be as destabilizing as I initially feared. Market Implications I still expect one insurance Fed cut in 2024. Harris to Become Democratic […]
Bilal Hafeez
Dr. Pippa Malmgren is an economist who makes sense of the world economy by writing books, founding tech businesses, advising policymakers around the world and through public speaking and teaching.
Dominique Dwor-Frecaut
Summary Following the presidential debate, Donald Trump is surging in the polls and betting markets. A Supreme Court ruling has effectively ensured Trump will not have to stand in new trials before the elections. Trump’s vice president (VP) pick by 15 July could indicate his administration’s likely policies. The likelihood of President Joe Biden exiting […]
Bilal Hafeez
Shahin Vallée is a senior fellow at the German Council on Foreign Relations (a German think tank) and also a Board Member overseeing Europe coverage at the Observatory group, a geopolitical macro-advisory firm.
Bilal Hafeez
Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School (HKS). He is also chair of the Social and Urban Policy Area at HKS, a research associate at the National Bureau of Economic Research, and a member of the Council on Foreign Relations.
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