In his latest Bloomberg TV interview, Bilal Hafeez gives his take on trading global macro trends, grey swans, Macro Hive’s 2025 base case, and more!
Timestamps:
00:26-02:05 – Trading global macro trends and the UK’s 2025 outlook.
02:13-03:29 – Is the US still a safe investment?
03:52-06:22 – Macro Hive’s Grey Swans: a 2025 UK general election? Zero interest rates returning?
06:49-07:20 – How difficult will investing be in 2025?
07:36-08:51 – Macro Hive’s 2025 base case: higher global yields, equity valuations challenged, and non-consensus trade: bullish China growth.