By Bilal Hafeez
December 05, 2019
In: Hive Exclusives |
FX
December 05, 2019
If you looked only at the dollar and FX volatility, 2019 may have seemed a dull year. The dollar is up, but it’s been a choppy and modest ascent…
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By George Goncalves
December 05, 2019
In: Hive Exclusives |
Economics | Monetary Policy & Inflation | US
December 05, 2019
Even with hundreds of billions of dollars in new liquidity created out of thin air, it’s too soon for the Fed to signal a clear coast for repo markets…
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By John Llewellyn
Russell Jones
December 05, 2019
In: Hive Exclusives |
Economics | Fiscal Policy & Inequality
December 05, 2019
The major UK political parties are putting forward wild fiscal proposals that risk sparking a sterling crisis…
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By Bilal Hafeez
December 02, 2019
In: Hive Exclusives |
Growth & Labour Market | US
December 02, 2019
This Friday we get the US employment data. We should see a pickup in payroll growth after two months of decline…
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By Tatiana Orlova
November 27, 2019
In: Hive Exclusives |
Emerging Markets | Geopolitics
November 27, 2019
Since the 2014 Ukrainian revolution, when Ukrainian President Yanukovych was ousted, Russia has been involved in a military conflict in eastern Ukraine…
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By Anton Tonev
November 27, 2019
In: Hive Exclusives |
Monetary Policy & Inflation
November 27, 2019
The divergence of monetary policy in Norway, Canada, and now possibly Sweden from that of the rest of the world over the last twelve months is stark…
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By Bilal Hafeez
November 25, 2019
In: Hive Exclusives |
China & Hong Kong | Economics | Equities | Growth & Labour Market | Investment Strategy & Asset Allocation
November 25, 2019
This week will see Americans celebrate Thanksgiving. A holiday which brings families together, celebrates harmony and recognises the bounty of harvest…
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By Dominique Dwor-Frecaut
November 21, 2019
In: Hive Exclusives |
China & Hong Kong | Emerging Markets | Growth & Labour Market
November 21, 2019
China’s GDP data release always generates great market excitement despite rarely straying more than 25bp below or above the government target…
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By Phil Suttle
November 21, 2019
In: Hive Exclusives |
Monetary Policy & Inflation | US
November 21, 2019
In 2019 market participants have viewed moves in inflation asymmetrically. Phases of decline, although largely noise, they treated as concerning – thinking that perhaps it’s a slide into deflation (an unlikely event historically). ..
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By John Tierney
November 19, 2019
In: Hive Exclusives |
Business & Technology | Growth & Labour Market | US
November 19, 2019
Pop quiz time: when was the stock bubble of our lifetime? If you said homebuilders during 2005-6 (Chart 1), congratulations!
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By Bilal Hafeez
November 18, 2019
In: Hive Exclusives |
Business & Technology | Equities | Growth & Labour Market | US
November 18, 2019
The big event for the week ahead is the release of the November PMIs. But there are few other useful releases too. Here are my three focuses…
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By John Tierney
November 14, 2019
In: Hive Exclusives |
Monetary Policy & Inflation | Rates
November 14, 2019
As most readers know, the repo market crashed on 17 September. Ever since then speculation has swirled as to exactly what set it off…
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By Bobby Vedral
November 14, 2019
In: Hive Exclusives |
Equities | FX | Geopolitics
November 14, 2019
In the short term, watch the Great US Consumer, but bigger picture, it’s all about the US election. Why? How Trump performs in the polls…
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By Bilal Hafeez
November 13, 2019
In: Hive Exclusives |
Economics
November 13, 2019
Welcome to the Macro Hive Blog Awards 2019. We thought it was time macro bloggers got their due recognition. So many great thinkers beaver away in forgotten corners of the economics and markets…
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By Mirza Baig
November 12, 2019
In: Hive Exclusives |
China & Hong Kong | Credit | Emerging Markets | Rates
November 12, 2019
Foreign investors purchased about USD65bn in Chinese onshore fixed income YTD, a record high. Foreigners now own about USD300bn…
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By Bilal Hafeez
November 10, 2019
In: Hive Exclusives |
Business & Technology | Monetary Policy & Inflation | US
November 10, 2019
Who’s in the Deflation Club? Already, we have China’s data for October, which showed surging headline inflation on higher pork prices, but…
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By Thanos Papasavvas
November 07, 2019
In: Hive Exclusives |
Emerging Markets | Geopolitics
November 07, 2019
We are yet to escape the aftermath of the global financial crisis. Technological developments, globalisation, and ample liquidity…
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By Robert James
November 07, 2019
In: Hive Exclusives |
Business & Technology | Europe
November 07, 2019
Deutsche Bank (DB) stock fell over ten percent on the release of its third quarter earnings last week. It has largely recovered since then…
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