Equities | ESG & Climate Change | Rates | US
Hive Intelligence Report: Supply Chains, Russian and European Energy, Tether Stability
- By Bilal Hafeez and Ben Ford
- 6 min read
Every week, we bring together our community of macro experts to discuss the latest market developments. In this piece, we distil all the latest insights from our conversations up to 13 October. These are views from our network rather than the views of the Macro Hive research team.
Supply Chains
Trading the resolution of supply chain issues
• If the worst of the supply chain crisis is over, then the best trades are to fade inflation, long NASDAQ, long EM yields and FX. But long EM is only a good trade for improved supply chains if China doesn’t properly slowdown, in which case it would struggle.
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