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26 April 2024 AI | FX | Monetary Policy & Inflation

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Bilal Hafeez

Bilal is the CEO and Head of Research at Macro Hive. Before that, 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. This week’s podcast covers:

Will the Fed cut in 2024?
What people are ignoring about China
Europe’s strategic problem
How high could US yields go?
What next for US dollar?
When will the big equity correction happen?
How will AI revolutionise financial markets?
Books mentioned: Yellowface (Kuang), Bruce Lee: Artist of Life (Lee, Little), Love is a Stranger: Selected Lyric Poetry of Rumi (Rumi, Helminski)
TV shows mentioned: Shogun (Disney+), Mr and Mrs Smith (Amazon Prime), Blue Eye Samurai (Netflix)

You can follow Bilal’s work here, on LinkedIn here, and on X here.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(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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