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We aim to deliver the best macro ideas. We strive to give a different angle and we like to challenge. We do this by harnessing the experience of a network of leading thinkers led by Bilal Hafeez. Crucially, we present everything in an accessible form, so you can get the key insights in minimal time. Now, it’s time for you to join The Hive."
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5 PODCASTS WORTH
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Green Bonds – Increasingly Relevant in the Corporate Bond Market (Podzept, Deutsche Bank Research) (14 min listen)

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Private Credit: Opportunities To Generate Alpha Above Public Debt (Center For Investment Excellence, JPM Asset Management) (17 min listen)

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Are Oil And Gas Turning Into Stranded Assets? (News in Focus, Financial Times) (18 min listen)

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Did Economists Ruin The Economy With Binyamin Appelbaum (Capitalisn’t) (39 min listen)

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Sustainability. Our New Standard: The View From Europe (The Bid, BlackRock) (25 min listen)

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BILAL'S TOP PICKS

Markets & Investing

Reinhart & Rogoff on euro underperformance plus opportunities in EM VIEW LATEST

Monetary Policy & Inflation

Clarida on the Fed’s reaction function plus Riksbank starts e-korona trial VIEW LATEST

Fiscal Policy & Inequality

Skidelsky on fiscal policy and automatic stabilisers plus the US fiscal shortcomings VIEW LATEST

Growth & Labour Market

Japan’s economy shrinks while India moves up the global rankings, for now anyway VIEW LATEST

Politics

Sanders’ big win in Nevada and Trump and the coronavirus VIEW LATEST

China

Coronavirus comes at a time of reduced policy space VIEW LATEST