Bilal Hafeez
US Speaker of Nancy Pelosi’s visit to Taiwan dominated much of the political headlines last week. With China continuing to conduct new live-fire exercises in the Yellow Sea around Taiwan...
Macro Hive
In our latest Week Ahead video update, Andrew Simon and Dominique Dwor-Frecaut discuss whether we are heading into a recession...
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.
Macro Hive
In our latest Week Ahead podcast, Andrew Simon and Dominique Dwor-Frecaut share their thoughts on the key takeaways from last week...
Bilal Hafeez
Markets were bid across DM equities and rates last week, albeit with underperformance in European periphery assets.
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...
Bilal Hafeez
Had the pleasure of appearing on Bloomberg TV yesterday to answer various quick-fire questions by Guy Johnson and Alix Steel.
Bilal Hafeez
Markets turned more hawkish on the Norges, Riksbank, and RBNZ (Chart 1). However, we think there’s room for disappointment down under.
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.
Bilal Hafeez
Had the pleasure of appearing on Bloomberg TV yesterday to answer various quick-fire questions by Guy Johnson and Alix Steel.
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...
Macro Hive
After a short break, Dominique Dwor-Frecaut and Andrew Simon return to discuss the key events from the past week...
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...
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...
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.
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.
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.
Ben Ford
We are in a bear market. And if recent earnings momentum weakens (as we expect), it will worsen.
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.
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.
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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