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Latest Articles read all

  1. China Growth Tracker – Picking Up!

    Mirza Baig, Liang Ding

    Mobility based indicators improved further heading into the long nation-wide holidays. We are now tracking for a solid beat in the composite PMI for September vs. consensus expectation of 52.0.

  2. G10 FX Weekly: USD to Lead the Way Into Q4 After Central Bank Deluge

    Richard Jones

    September has been a busy month for G10 central banks, with FX price action swiftly reacting to the new global monetary policy landscape. 

  3. US Economy to Hit an October Air Pocket? 

    Dominique Dwor-Frecaut

    The economy is set to experience four shocks in October: an auto strike, government shutdown, onset of student debt repayments, and the end of tax relief.  

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GDP Revisions to Support the Hawks, Watch Out!

Week Ahead

Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts

Macro Hive Conversations with Bilal Hafeez

Even the Doves are starting to Fly

Week Ahead

Portfolio Updates read all

  1. Prime Trade Ideas: King Dollar to Reign Supreme in Q4

    We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content. 

  2. Prime Trade Ideas: Bullish EUR/USD After Jackson Hole

    This month we took a deeper look into private markets, where we have been bearish for most of this year.

  3. Prime Trade Ideas: Fading BoE Hawkishness

    This month we took a deeper look into private markets, where we have been bearish for most of this year.

Trending Articles read all

  1. China Growth Tracker: Is Beijing’s Plan to Boost the Economy Working? 

    Bilal Hafeez, Ben Ford

    Our high-frequency China growth tracker has picked up since last week on stronger domestic road congestion data, particularly in Beijing, Shanghai and Guangzhou. We also see prices of economically sensitive commodities like iron ore continue to rise, as is the Baltic Dry index.

  2. Earnings Outlook: Oracle, Adobe Look Attractive as Equity Logjam Persists

    John Tierney

    Equities remain mired in a narrow trading range that began in early July. The end of summer and hot weather season may bring little relief. We see the logjam continuing until the economy breaks weaker and forces the Fed to choose between keeping the recovery going (i.e., easing) or damping inflation (i.e., higher for longer).  

  3. Markets to Watch This Week – Get Ready for the BoE’s Final Hike

    Bilal Hafeez, Viresh Kanabar

    ECB pulled off a dovish hike, but we see more to come. The ECB hiked by 25bps as Henry had expected for some time. They also increased their interest rate forecasts for this year and next, driven by higher energy prices.

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  1. Ep. 183: Jason Halliwell on Value Investing, Systematic Macro and Carry

    Jason Halliwell is the head of GMO’s Systematic Global Macro team and a partner of the firm. GMO is a leading value-oriented asset manager with $60bn under management. Jason joined GMO in September 1999 from Westpac Investment Management where he spent three years in research and development of quantitative tactical asset allocation methods. In the podcast, we talk about: 

  2. Ep. 182: Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts

    Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including most recently “In Defense of Public Debt”.

  3. Ep. 181: Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1% 

    Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US.

Hive Resources

Meet Macro Hive about Macro Hive

Bilal Hafeez
Bilal Hafeez

Bilal Hafeez: CEO & Head of Research

Before starting Macro Hive, 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.

More about Bilal…

Andrew Simon
Andrew Simon

Andrew Simon: Chief Operating Officer

Andrew spent over 25 years in finance on both the buy and sell side. He co-founded Eschaton Opportunities, a $100 million hedge fund focused on global thematic value investing. Earlier in his career, Andrew led JP Morgan's institutional sales business across foreign exchange and emerging markets in Europe, ran Lehman's global derivative sales business, and managed Deutsche Bank's European currency option trading and derivative research business.

More about Andrew…

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