10 April 2022 Economics & Growth | Monetary Policy & Inflation | Rates | US

Macro Hive Key Events: 11th Apr – 15th Apr – CPI to Start Showing Impact of Ukraine Crisis

By Bilal Hafeez

– Recorded on the 9th of April, 2022 –

Timestamps:

00:00 – Takeaways from this past week, including thoughts on Brainard’s hawkish remarks
05:53 – Thoughts on quantitative tightening
09:20 – The breakdown between treasuries and mortgages
16:05 – The week ahead: CPI, retail sales, and how equities may react this week

(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.)

Your comments

Cancel reply

Please sign-up for a Macro Hive account then log in to leave your comments.

Related articles

array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Hive Videos

Week Ahead: Fed to Focus on Short-term Inflation (20th Jun-24th Jun)

19 June 2022

Macro Hive
array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Hive Videos

Bloomberg TV Interview: Fed Meeting Preview – What Does the Market Want?

14 June 2022

Macro Hive
array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Hive Videos

Week Ahead: What to Expect from FOMC Meeting (13th Jun-19th Jun)

12 June 2022

Macro Hive
array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Hive Videos

Bloomberg TV Interview: Current Views on Global Inflation and its Impacts

31 May 2022

Bilal Hafeez