By
Diana Ayala
July 20, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
Rates
July 20, 2021
On 24 June, Banxico surprised the market with a monetary policy rate increase of 25bps. As the communique and meeting minutes noted, most…
By
Caroline Grady
May 11, 2021
In: hive-indicators |
Rates
May 11, 2021
US yields are up by around 70bps since our last bond yields report in December with large-scale stimulus, vaccine rollout and…
By
Caroline Grady
December 04, 2020
In: hive-indicators |
Rates
December 04, 2020
US yields are rising. The combination of growing optimism over a global recovery given vaccine progress, and the possibility of a US…
By
Bilal Hafeez
December 13, 2019
In: Podcast Playlists |
Credit
Economics
Monetary Policy & Inflation
Rates
US
December 13, 2019
Srinivas Thiruvadanthai, Managing Director of the Jerome Levy Forecasting Center, explains how the Fed’s goal of inflation targeting is responsible for high leverage…
By
Bilal Hafeez
December 05, 2019
In: Podcast Playlists |
China & Hong Kong
Rates
December 05, 2019
Jun Pan, Professor of Finance at Jiao Tong University, has a flair for insightful communicaton and is an expert researcher of Chinese corporate bond markets…
By
Bilal Hafeez
November 15, 2019
In: Podcast Playlists |
Monetary Policy & Inflation
Rates
November 15, 2019
Credit Suisse’s Zoltan Pozsar, one of the leading experts on money markets, speaks on September’s repo market volatility…
By
Bilal Hafeez
November 05, 2019
In: Podcast Playlists |
Commodities & Energy
Monetary Policy & Inflation
Rates
November 05, 2019
Alex Gurevich, Founder and CIO of HonTe Investments, gives his in-depth and insightful views on the Fed cuts, gold, and treasuries…
By
Bilal Hafeez
November 05, 2019
In: Podcast Playlists |
Growth & Labour Market
Monetary Policy & Inflation
Rates
November 05, 2019
(You can listen to the podcast by clicking here) Lauren Goodwin, a portfolio strategist from NY Life Investment Management, shares her bearish,…
By
Bilal Hafeez
October 22, 2019
In: Podcast Playlists |
Monetary Policy & Inflation
Rates
October 22, 2019
(You can listen to the podcast by clicking here) Frances Coppola on the Macroeconomics of Helicopter Drops (Macro Musings, 60 mins) Frances…
By
Bilal Hafeez
October 08, 2019
In: Podcast Playlists |
Monetary Policy & Inflation
Rates
US
October 08, 2019
(You can listen to the podcast by clicking here) George Selgin from the Cato Institute reviews the recent repo rate surge and…
By
Bilal Hafeez
October 08, 2019
In: Podcast Playlists |
Growth & Labour Market
Monetary Policy & Inflation
Rates
US
October 08, 2019
(You can listen to the podcast by clicking here) Howard Marks, co-founder of Oaktree Capital Management, questions the recent longevity of the…
By
Bilal Hafeez
September 24, 2019
In: Podcast Playlists |
Commodities & Energy
Equities
FX
Rates
US
September 24, 2019
(You can listen to the podcast by clicking here) Gurevich believes that it’s an urban legend that gold and the dollar are…
By
Bilal Hafeez
September 24, 2019
In: Podcast Playlists |
Equities
Rates
US
September 24, 2019
(You can listen to the podcast by clicking here) In this episode, podcast anchor Jim Bianco and his crew investigate last week’s…
By
Bilal Hafeez
September 17, 2019
In: Podcast Playlists |
Commodities & Energy
Equities
FX
Growth & Labour Market
Monetary Policy & Inflation
Rates
September 17, 2019
(You can listen to the podcast by clicking here) CEO of Gavekal Research, Louis-Vincent Gave sees a massive outperformance of growth stocks,…
By
Bilal Hafeez
September 17, 2019
In: Podcast Playlists |
Growth & Labour Market
Rates
US
September 17, 2019
(You can listen to the podcast by clicking here) Bloomberg Journalist Tracey Alloway discusses a secret weapon that the US might deploy…
By
Bilal Hafeez
September 03, 2019
In: Podcast Playlists |
Rates
US
September 03, 2019
Marcus Ashworth, Bloomberg Opinion columnist covering European markets, explains the risk that comes with issuing 50- or 100- year bonds which lock…
By
Bilal Hafeez
August 29, 2019
In: post |
Economics
Rates
August 29, 2019
(You can read the article by clicking here) Senior writer Amelia Thomson-Deveaux explores evidence from a recent study by Loungani et al.…
By
Bilal Hafeez
August 29, 2019
In: post |
Rates
August 29, 2019
(You can read the article by clicking here) This piece highlights multiple intricacies involved in replacing the London Inter-bank Offered Rate (LIBOR),…
By
Bilal Hafeez
August 27, 2019
In: Podcast Playlists |
Equities
Growth & Labour Market
Rates
August 27, 2019
Bridgewater Associates’ Ray Dalio and Goldman Sachs’ Jan Hatzius discuss what’s causing the divergence between falling bond yield and rising equity prices…
By
Bilal Hafeez
August 27, 2019
In: Podcast Playlists |
Commodities & Energy
Rates
US
August 27, 2019
In this podcast, Jeff Snider, Head of Global Research at Alhambra, discusses how interest rates are currently driving gold prices up…
By
Bilal Hafeez
August 23, 2019
In: post |
Economics
Equities
Rates
August 23, 2019
Trying put to rest the widespread concern that the recently inverted yield curve predicts a looming recession…
By
Bilal Hafeez
August 16, 2019
In: post |
Equities
Monetary Policy & Inflation
Rates
August 16, 2019
(You can read the article by clicking here) Macro Hive has previously discussed why the Shiller’s CAPE ratio might need a re-visit given its…
By
Bilal Hafeez
August 13, 2019
In: Podcast Playlists |
Growth & Labour Market
Monetary Policy & Inflation
Rates
US
August 13, 2019
(You can listen to the podcast by clicking here) Eric Stein, Co-Director of Global Fixed Income at Eaton Vance, says the overall…
By
Bilal Hafeez
August 09, 2019
In: post |
Economics
Growth & Labour Market
Monetary Policy & Inflation
Rates
US
August 09, 2019
(You can read the article by clicking here) Stephen Williamson, from the University of Western Ontario, dissects the Fed’s explanations for their…
By
Bilal Hafeez
August 07, 2019
In: Podcast Playlists |
Equities
Investment Strategy
Rates
August 07, 2019
(You can listen to the podcast by clicking here) A simple 60/40 portfolio holding consisting of S&P500 equity and US government bonds…
By
Bilal Hafeez
August 07, 2019
In: Podcast Playlists |
Economics
Rates
US
August 07, 2019
(You can listen to the podcast by clicking here) On Wednesday the Fed cut interest rates 25bps for the first time in…
By
Bilal Hafeez
August 07, 2019
In: Podcast Playlists |
Economics
Growth & Labour Market
Rates
US
August 07, 2019
(You can listen to the podcast by clicking here) Juliette Declercq, the founder of JDI Research, considers Powell’s 25bps cut last week…
By
Bilal Hafeez
July 25, 2019
In: post |
Credit
Investment Strategy
Rates
July 25, 2019
(You can read the article by clicking here) Funds flowing into ETFs and passive index trackers have grown significantly in the past…
