Rates / FXsee more…

  1. Week Ahead: It’s Going to Get a Lot More Painful!

    Macro Hive

    In our latest Week Ahead video update, Andrew Simon and Dominique Dwor-Frecaut discuss whether we are heading into a recession...

  2. Markets to Watch This Week: BoE and RBA to Hike 50bps, and Upside Surprise for NFP

    Bilal Hafeez

    Markets took the 75bps hike from the Fed as dovish, although Dominique disagreed. She thinks the market is mistaken on both the Fed reaction function and the direction of inflation.

  3. Week Ahead: NFP to Surprise on the Upside

    Macro Hive

    In our latest Week Ahead podcast, Andrew Simon and Dominique Dwor-Frecaut share their thoughts on the key takeaways from last week...

  1. Markets to Watch This Week: Fed To Hike 75bp, Has Eurozone Inflation Peaked?

    Bilal Hafeez

    Markets were bid across DM equities and rates last week, albeit with underperformance in European periphery assets.

  2. Week Ahead: What to Expect from the Upcoming Fed Meeting

    Macro Hive

    In our latest Week Ahead video, Andrew Simon and Dominique Dwor-Frecaut share their thoughts on what to expect from the upcoming Fed meeting...

  3. Bloomberg TV Interview: Risk On?

    Bilal Hafeez

    Had the pleasure of appearing on Bloomberg TV yesterday to answer various quick-fire questions by Guy Johnson and Alix Steel.

Markets to Watch This Week: EU in Danger

Bilal Hafeez

Markets turned more hawkish on the Norges, Riksbank, and RBNZ (Chart 1). However, we think there’s room for disappointment down under.

Week Ahead: Thoughts on CPI and Risks of a 1% US Interest Rate Hike

Macro Hive

Dominique Dwor-Frecaut and Andrew Simon share their thoughts on the 9.1% CPI print, and discuss what the Fed can do to counteract the curve inversion we're seeing.

  1. Bloomberg TV Interview: What Markets Could Break Next?

    Bilal Hafeez

    Had the pleasure of appearing on Bloomberg TV yesterday to answer various quick-fire questions by Guy Johnson and Alix Steel.

  2. Markets to Watch This Week: US CPI and Potential Drama in Europe

    Bilal Hafeez

    US equities staged a bounce. The largest moves were in tech stocks with the NASDAQ (+1.8 std-devs) now up +9.3% from the June -lows...

  3. Week Ahead: Fed Speakers to Confirm 75bp Hike in July (11th July – 15th July)

    Macro Hive

    After a short break, Dominique Dwor-Frecaut and Andrew Simon return to discuss the key events from the past week...

Markets to Watch This Week: Central Bank Minutes and NFPs

Bilal Hafeez

Government bonds caught a bid as activity data proved weak (Chart 3). This suggests that markets see the Federal Reserve (Fed) as needing to be less hawkish...

Ep. 119: Marion Laboure on Democratising Finance, Bitcoin as Digital Diamond and Central Bank Digital Currency 

Bilal Hafeez

Marion is a senior economist at Deutsche Bank in London and a lecturer at Harvard University. She has extensive private sector, public policy, and monetary policy experience...

  1. Prime Trade Ideas: A Defence Against the Summer Gloom

    Ben Ford

    Cash remains king. The Fed recently hiked 75bps, and we think it could ultimately go higher than markets are pricing. As a result, recession odds have increased.

  2. Markets to Watch This Week: Central Bank Speakers in Focus

    Bilal Hafeez

    US equities bounced back. The S&P500 has risen around 8% from its start-of-month lows. 3pp of this move came on Friday.

  3. Ep. 118: Raymond Sagayam on the Biggest Overlooked Market Risk, Building World Class Teams, and Lessons from Bodybuilding 

    Bilal Hafeez

    Ray is the Chief Investment Officer of Fixed Income at Pictet Asset Management. He joined Pictet in 2010 as Head of Total Return Fixed Income, before becoming CIO in 2017 and an Equity Partner in 2018.

Prime Trade Ideas: Positioning for More Turbulence in Equities

Ben Ford

We are in a bear market. And if recent earnings momentum weakens (as we expect), it will worsen.

Markets to Watch This Week: Pay Attention to Central Bank Speakers and June Surveys

Bilal Hafeez

Last week saw bond yields across DM rising significantly. The rises came as DM central banks (excluding the BoJ) continue to be more hawkish.

Investing in the Foreign Exchange Market

At Macro Hive, we offer a wide range of FX rates analysis and research into foreign exchange markets. We provide detailed FX analysis on DM and EM on a weekly basis, while our Emerging Markets team produces daily insights into the latest currency exchange rates and FX trends for China, India, Brazil and other EM countries. Our FX rates analysis also covers carry trades.
The trading of currencies on the FX market (or forex market) occurs 24 hours a day, five days a week across major financial centers worldwide. Our research is therefore global in perspective, and we cover the latest FX news alongside analysis of historical exchange rates in response to macro trends. At Macro Hive, we base our FX rates insights on a longer-term outlook, seeking to hold positions for weeks rather than intraday swings.
As with all investments, trading in currencies entails risk, especially during periods of high market volatility or geopolitical tension. We recommend investors interested in FX investments tailor their exposure according to their risk appetite. It is also possible to hedge to mitigate exposure to risk by using correlated currency pairs.


Insights into Interest Rates

As a corollary to our FX research, Macro Hive also specialises in interest rate insights. We offer previews and reviews of central bank meetings and analysis of central bank communications, and our research extends to the broad macroeconomic implications of easing and tightening cycles. We use this to inform not just our FX analysis, but also our outlook on bonds, equities, and other asset classes.

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