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    MACRO · EQUITIES · FX · COMMODITIES · GEOPOLITICS

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    1. USD/CNY Not an Equity Hedge / Why the US Inflation Spike Could Prove Permanent

      Bilal Hafeez

      MS Asia FX strategist Mirza Baig gives his take on this week’s turbulence in Chinese equity markets. He sees a limited fallout on FX given...

    2. Deep Dive: Why EM Central Bankers Are Worried About Fed Hawkishness

      Bilal Hafeez

      Fed Chair Jerome Powell has taken a hawkish stance towards high inflation. We review this new Fed paper examining what...

    3. Reasons Not to Panic Over UK Delta Wave

      Bilal Hafeez

      Ben Ford and I review the UK’s current Delta Wave as the decision to lift all restrictions comes under ongoing criticism. Increased...

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    Meet Macro Hive about Macro Hive

    Bilal Hafeez
    Bilal Hafeez

    Bilal Hafeez: CEO & Head of Research

    Before starting Macro Hive, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of Multi-Asset Research and Advisor to the CEO at Deutsche Bank. Bilal started his twenty-year career at JP Morgan. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business School and studied Economics at St Johns College, Cambridge.

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    Andrew Simon
    Andrew Simon

    Andrew Simon: Chief Operating Officer

    Andrew spent over 25 years in finance on both the buy and sell side. He co-founded Eschaton Opportunities, a $100 million hedge fund focused on global thematic value investing. Earlier in his career, Andrew led JP Morgan's institutional sales business across foreign exchange and emerging markets in Europe, ran Lehman's global derivative sales business, and managed Deutsche Bank's European currency option trading and derivative research business.

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    Dominique Dwor-Frecaut
    Dominique Dwor-Frecaut

    Dominique Dwor-Frecaut
    Senior Researcher

    Dominique Dwor-Frecaut is a macro strategist based in Los Angeles. She has been producing alpha generating trade ideas in FX and rates in EM and G10 at established and startup macro hedge funds in the US since 2011, including at Bridgewater. She has also produced in depth analysis of central banks policies and procedures drawing on her experience at the New York Fed, the IMF and the World Bank as well as on the buy and sell side. Before moving to the US she covered Asian and global EMs at Barclays capital, ABN AMRO and RBS from Singapore. She holds a PhD in economics from the London School of Economics.

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