By Bilal Hafeez 29-12-2020
In: deep-dives |

Full List Of 2020 Deep Dives

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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…



  1. Gamma, Gamma, Gamma: A Move After Midnight
  2. A New Way of Measuring Policy Uncertainty: The Volatility Smile-Based Uncertainty (VSU) Index
  3. What Type of ESG Investing Makes Money?
  4. How Start-Ups And VCs Get Fooled By The Big Market Delusion
  5. Lower Real Rates – It’s A Seven Hundred Year Trend
  6. Which FX Valuation Models Work Best?
  7. Why Are Some Bonds Safe Assets And Others Not?
  8. Why Should Traders And Researchers Learn Python?
  9. Using Narrative Economics To Better Understand Markets
  10. How Carbon Risk Is Impacting Stock Returns
  11. Privacy vs. Alpha: Is The Trade-off Real?
  12. How Central Banks Can Talk Up Interest Rates And Term Premium
  13. How Regulation Has Distorted FX Market Liquidity
  14. Do Recent Winning Mutual Funds Maintain Their Outperformance?!
  15. How Fed Policy Determines Global Capital Flows
  16. What Gamma Isn’t
  17. Can Machine Learning Help Predict Crises?
  18. How Early And Sustained Social Distancing Helps Reduce Pandemic Risks
  19. Vanna Rally, Vanna Crash – Now You’re Just Making Stuff Up, Right?!
  20. Peak Volatility – How Hot Can It Get?
  21. Demystifying the DSGE Model
  22. A Response To Macro Hive’s DSGE Deep Dive
  23. The WWI Economics Of COVID-19
  24. What Natural Disasters Can Tell Us About The Impact Of COVID On Inflation
  25. How Unanticipated COVID Cases Impact Stock Returns
  26. Business Disruptions From Social Distancing
  27. Using Lessons From War Mobilisation To Fight COVID
  28. A Framework To Ease Working from Home
  29. Earnings Expectations In The COVID Crisis
  30. COVID-19’s Indirect Effects On Child Mortality
  31. Spillovers From ECB QE – Global Yet Varied
  32. Supply-Side Perspectives On The Economic Impact Of COVID-19
  33. Speech Can Kill: Bolsonaro And The Social Distancing Experiment
  34. The Pros And Cons Of Negative Interest Rates Policy (NIRP)
  35. Demographics Driving Wealth Accumulation
  36. China’s Strategy To Make CNY The Dominant International Currency
  37. Rethinking Stock Valuations Using A Bond Dividend Approach
  38. US Labour Market Data Is Calculated Incorrectly
  39. How S&P500 Performs In Different VIX Regimes
  40. The Diversification Benefits Of Asia FX Futures
  41. UST Liquidity: Safe-Haven Status At Risk Or A Sign Of B/S Constraints?
  42. Trump Tax Cuts – Which Sectors Were the Eventual Winners?
  43. Mobility, Not Lockdown Easing, Will Drive The Recovery
  44. Early Border Closures Can Control COVID-19 Caseloads
  45. FinTech And BigTech Are Taking Over
  46. How Hedge Funds And Asset Managers Make Money In Bonds
  47. US Elections And Stock Market Performance
  48. High-Frequency Capital Flow Proxies Are Good At Predicting BoP Flows
  49. How Bitcoin Prices Are Manipulated
  50. How Big Tech Lenders Will Disrupt The Business Cycle
  51. Excess Returns In FX Volatility Markets
  52. How Market Liquidity Disappeared During The COVID-19 Crisis
  53. Why ETFs Don’t Always Follow Their Underlying Market
  54. Which Country Has the Best-Quality Elites?
  55. Limitless Potential – Is DeFi Coming Of Age?
  56. Digital Money: Why, When, And What It Could Mean
  57. Do Analysts Top Pick Recommendations Make Money?
  58. Which US Sectors Are Most Excited About A Vaccine?
  59. Will Remote Working Remain After COVID?
  60. FX Volatility At Risk From Pandemic
  61. An Economic Framework To Value Bitcoin
  62. Can Google Trends Accurately Forecast GDP Growth?
  63. 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.)


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