By Bilal Hafeez
December 05, 2019
In: post |
Newsletter
December 05, 2019
European banks are venturing into riskier lending according to the European Banking Authority (EBA) in our first featured podcast. Next, private equity…
READ MORE
By Bilal Hafeez
December 05, 2019
In: post |
Newsletter
December 05, 2019
The pound is on a tear. Against the dollar, it has jumped comfortably above 1.30. Clearly, FX markets are thinking that a Conservative victory next week is a sure thing…
READ MORE
By Bilal Hafeez
December 04, 2019
In: post |
Newsletter
December 04, 2019
(total reading time: 3 mins) I’m always on the look out for thought-provoking academic papers, and this week’s three easily meet that…
READ MORE
By Bilal Hafeez
December 03, 2019
In: post |
Newsletter
December 03, 2019
(total reading time: 4 mins) There appears to be growing concern of a large equity correction in 2020. Some argue that such…
READ MORE
By Bilal Hafeez
November 29, 2019
In: post |
Macro Life | Newsletter
November 29, 2019
(total reading time: 6 mins) Public speaking: for many it’s a fate worse than death. So here’s an excellent resource to help…
READ MORE
By Bilal Hafeez
November 28, 2019
In: post |
Newsletter
November 28, 2019
In our first podcast, UBS and Goldman Sachs Asset Management give their bullish take on the world. Both expect higher equities and yields…
READ MORE
By Bilal Hafeez
November 27, 2019
In: post |
Newsletter
November 27, 2019
We pick eight charts to give thanks to (get it!). I’ve already had a bunch of people thank me for writing something optimistic on the world. With Ukraine…
READ MORE
By Bilal Hafeez
November 26, 2019
In: post |
Newsletter
November 26, 2019
(total reading time: 6 mins) For some reason, this week has seen a flurry of bearish views being published. Some are citing…
READ MORE
By Bilal Hafeez
November 22, 2019
In: post |
Macro Life | Newsletter
November 22, 2019
(total reading time: 5 mins) We have some great self improvement advice in today’s letter. As well as avoiding news, learn how…
READ MORE
By Bilal Hafeez
November 21, 2019
In: post |
Newsletter
November 21, 2019
We cover a wide range of topics in this week’s podcast list. JPMorgan argues that the recent decline in investment is temporary. This implies…
READ MORE
By Bilal Hafeez
November 21, 2019
In: post |
Newsletter
November 21, 2019
Many think inflation is dead, but the always-insightful Phil Suttle believes it is alive and kicking, especially in the US. In our first exclusive, he makes the case for higher inflation in 2020….
READ MORE
By Bilal Hafeez
November 20, 2019
In: post |
Newsletter
November 20, 2019
(total reading time: 3 mins) You’ll learn a lot in this week’s letter. We take a look at an amazing new study…
READ MORE
By Bilal Hafeez
November 19, 2019
In: post |
Newsletter
November 19, 2019
(total reading time: 6 mins) 2020 outlooks are starting to get published. Morgan Stanley highlights their favourite tech trends, Barclays writes on…
READ MORE
By Bilal Hafeez
November 15, 2019
In: post |
Macro Life | Newsletter
November 15, 2019
(total reading time: 5 mins) Welcome to our second “Life” letter. Another great batch of articles. Ever wondered whether multi-tasking works? Or…
READ MORE
By Bilal Hafeez
November 15, 2019
In: post |
Newsletter
November 15, 2019
We have Nobel laureate Eugene Fama reiterating the case for efficient markets and against active managers in our first podcast pick…
READ MORE
By Bilal Hafeez
November 14, 2019
In: post |
Newsletter
November 14, 2019
We have an excellent letter this week. A senior Deutsche Bank insider has given his (or her) take on DB following their…
READ MORE
By Bilal Hafeez
November 12, 2019
In: post |
Newsletter
November 12, 2019
(total reading time: 6 mins) Ever thought there was a bubble in people calling out bubbles in markets? Well, you’re not alone,…
READ MORE
By Bilal Hafeez
November 08, 2019
In: post |
Macro Life | Newsletter
November 08, 2019
(total reading time: 6 mins) At Macro Hive, we don’t just think about markets and economics, we are also keen on looking…
READ MORE
