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Our Deep Dives have proven to be one of the most popular Macro Hive products this year. In total, we have written over 60 articles, covering a range of topics from remote work to the best quality elites, from centralised to decentralised finance, and from forecasting growth to FX valuation models. Below you will find a link to all of them…
- Gamma, Gamma, Gamma: A Move After Midnight
- A New Way of Measuring Policy Uncertainty: The Volatility Smile-Based Uncertainty (VSU) Index
- What Type of ESG Investing Makes Money?
- How Start-Ups And VCs Get Fooled By The Big Market Delusion
- Lower Real Rates – It’s A Seven Hundred Year Trend
- Which FX Valuation Models Work Best?
- Why Are Some Bonds Safe Assets And Others Not?
- Why Should Traders And Researchers Learn Python?
- Using Narrative Economics To Better Understand Markets
- How Carbon Risk Is Impacting Stock Returns
- Privacy vs. Alpha: Is The Trade-off Real?
- How Central Banks Can Talk Up Interest Rates And Term Premium
- How Regulation Has Distorted FX Market Liquidity
- Do Recent Winning Mutual Funds Maintain Their Outperformance?!
- How Fed Policy Determines Global Capital Flows
- What Gamma Isn’t
- Can Machine Learning Help Predict Crises?
- How Early And Sustained Social Distancing Helps Reduce Pandemic Risks
- Vanna Rally, Vanna Crash – Now You’re Just Making Stuff Up, Right?!
- Peak Volatility – How Hot Can It Get?
- Demystifying the DSGE Model
- A Response To Macro Hive’s DSGE Deep Dive
- The WWI Economics Of COVID-19
- What Natural Disasters Can Tell Us About The Impact Of COVID On Inflation
- How Unanticipated COVID Cases Impact Stock Returns
- Business Disruptions From Social Distancing
- Using Lessons From War Mobilisation To Fight COVID
- A Framework To Ease Working from Home
- Earnings Expectations In The COVID Crisis
- COVID-19’s Indirect Effects On Child Mortality
- Spillovers From ECB QE – Global Yet Varied
- Supply-Side Perspectives On The Economic Impact Of COVID-19
- Speech Can Kill: Bolsonaro And The Social Distancing Experiment
- The Pros And Cons Of Negative Interest Rates Policy (NIRP)
- Demographics Driving Wealth Accumulation
- China’s Strategy To Make CNY The Dominant International Currency
- Rethinking Stock Valuations Using A Bond Dividend Approach
- US Labour Market Data Is Calculated Incorrectly
- How S&P500 Performs In Different VIX Regimes
- The Diversification Benefits Of Asia FX Futures
- UST Liquidity: Safe-Haven Status At Risk Or A Sign Of B/S Constraints?
- Trump Tax Cuts – Which Sectors Were the Eventual Winners?
- Mobility, Not Lockdown Easing, Will Drive The Recovery
- Early Border Closures Can Control COVID-19 Caseloads
- FinTech And BigTech Are Taking Over
- How Hedge Funds And Asset Managers Make Money In Bonds
- US Elections And Stock Market Performance
- High-Frequency Capital Flow Proxies Are Good At Predicting BoP Flows
- How Bitcoin Prices Are Manipulated
- How Big Tech Lenders Will Disrupt The Business Cycle
- Excess Returns In FX Volatility Markets
- How Market Liquidity Disappeared During The COVID-19 Crisis
- Why ETFs Don’t Always Follow Their Underlying Market
- Which Country Has the Best-Quality Elites?
- Limitless Potential – Is DeFi Coming Of Age?
- Digital Money: Why, When, And What It Could Mean
- Do Analysts Top Pick Recommendations Make Money?
- Which US Sectors Are Most Excited About A Vaccine?
- Will Remote Working Remain After COVID?
- FX Volatility At Risk From Pandemic
- An Economic Framework To Value Bitcoin
- Can Google Trends Accurately Forecast GDP Growth?
- Rethinking The Traditional Measure Of Inflation
Bilal Hafeez is the CEO and Editor of Macro Hive. He spent over twenty years doing research at big banks – JPMorgan, Deutsche Bank, and Nomura, where he had various “Global Head” roles and did FX, rates and cross-markets research.
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)