By Manan Shah
January 24, 2020
In: Hive Exclusives |
Economics
January 24, 2020
Since mid-December an outbreak of a pneumonia-like new virus has been reported in the Chinese city of Wuhan (population 11mn). Genomic data…
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By Caroline Grady
January 24, 2020
In: Hive Exclusives |
Economics | Monetary Policy & Inflation | Sustainability & Social Issues
January 24, 2020
The ECB’s first strategic review in more than 16 years is now officially underway. The findings will shape the future of monetary policy, most likely with…
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By John Butler
January 23, 2020
In: Hive Exclusives |
Commodities & Energy
January 23, 2020
Gold no longer serves as an official money in the modern financial system, yet it is still considered an important asset due to its established…
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By Bilal Hafeez
January 23, 2020
In: Hive Exclusives |
Economics | Monetary Policy & Inflation | UK
January 23, 2020
While most are focused on UK data in the short-term to gauge whether the Bank of England will cut rates next week, we shouldn’t lose sight of…
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By Dominique Dwor-Frecaut
January 21, 2020
In: Hive Exclusives |
Monetary Policy & Inflation | US
January 21, 2020
The Fed is moving to a RP (repo) operational target, which requires a bigger balance sheet. In the context of the ongoing risk rally this is likely to…
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By Tatiana Orlova
January 16, 2020
In: Hive Exclusives |
Emerging Markets | Geopolitics
January 16, 2020
During his annual address to the National Assembly on Wednesday, President Vladimir Putin dropped a bombshell. Halfway through his speech…
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By Haluk Burumcekci
January 16, 2020
In: Hive Exclusives |
Economics | Emerging Markets | FX | Growth & Labour Market | Monetary Policy & Inflation
January 16, 2020
Turkey is targeting a return to fast growth this year, but without reigniting the high inflation and macro imbalances of the past. The 5% growth target…
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By Peter Attard Montalto
January 16, 2020
In: Hive Exclusives |
Emerging Markets | Investment Strategy & Asset Allocation | Sustainability & Social Issues
January 16, 2020
Climate change worries are increasingly impacting investment mandates. By the end of this year (despite pushback from passive investors), 25% of…
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By Thorsten Wegener
January 16, 2020
In: Hive Exclusives |
Business & Technology | Investment Strategy & Asset Allocation
January 16, 2020
I am going to invest in Tesla now. Definitely. Pretty sure. Well, I guess I should. Maybe I wait a little longer to see where this is going….
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By Dominique Dwor-Frecaut
January 14, 2020
In: Hive Exclusives |
Equities | Growth & Labour Market | US
January 14, 2020
The latest US labour market data showed a further slowdown in labour income. This will likely drag down consumption growth…
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By Phil Suttle
January 09, 2020
In: Hive Exclusives |
Data, Models & Market Infrastructure | Economics | Growth & Labour Market
January 09, 2020
A tentative uptick in some cyclical indicators confirms our view that global economic growth will accelerate through the first half of this year…
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By Bilal Hafeez
January 09, 2020
In: Hive Exclusives |
Business & Technology
January 09, 2020
Apple’s earnings have been stagnating in recent years (Chart 1). They are reliant on iPhone sales and upgrades in a maturing smartphone market…
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By Bilal Hafeez
January 09, 2020
In: Hive Exclusives |
Monetary Policy & Inflation | US
January 09, 2020
While everyone has been talking about trade wars, the next battle may be fought over capital flows. Under President Trump, the US has battled…
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By Bilal Hafeez
January 09, 2020
In: Hive Exclusives |
FX
January 09, 2020
Looking at the consensus of FX analysts, the biggest gains* in the G10 against the dollar are expected to be the Norwegian krone (+3%) and the pound (+2%), while…
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By Bilal Hafeez
January 09, 2020
In: Hive Exclusives |
Data, Models & Market Infrastructure | Fiscal Policy & Inequality | Geopolitics | Monetary Policy & Inflation
January 09, 2020
We’ve finally entered a decade we can give a proper name to – the twenties. And we’ll soon see whether or not it will be roaring because…
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By John Butler
December 19, 2019
In: Hive Exclusives |
Economics | Monetary Policy & Inflation | US
December 19, 2019
Shortly after assuming the role of Chairman of the US Federal Reserve in 1979, Paul Volcker was nicknamed ‘Darth Volcker’…
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By Bilal Hafeez
December 19, 2019
In: Hive Exclusives |
Economics | Geopolitics | Monetary Policy & Inflation
December 19, 2019
With the large Conservative majority in government, both UK markets and the economy are likely to enter a honeymoon period in the months ahead…
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By Bilal Hafeez
December 19, 2019
In: Hive Exclusives |
Economics
December 19, 2019
Welcome to Macro Hive’s Podcast Awards for 2019. We find that podcasts are fast becoming a top medium for timely macro insights…
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