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    About Macro Hive

    Macro Hive is a leading independent provider of global macro research and strategy.

    Trusted by clients at 7 of the world's top 10 banks and all top 5 hedge funds, we combine best-in-class human and artificial intelligence to provide institutional investors with market-leading investment opportunities.

    Our experts leverage large language models, such as those that power chatbots like ChatGPT, to develop innovative, data-driven solutions to complex financial problems and to build state-of-the-art models in search of alpha signals across asset classes.

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    Hive on Media more videos

    If the Fed Is Done, Do You Buy Bonds?

    Bilal Hafeez on Bloomberg TV

    Is It Time to Stock Up?

    Bilal Hafeez on Bloomberg TV

    Why Is the Debt Ceiling So Contentious in the United States?

    Bilal Hafeez on Aljazeera TV

    AI Insights read all

    1. Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

      Bilal is the CEO and Head of Research at Macro Hive. Before that, 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.

    2. 3 Ways AI Is Revolutionizing Finance

      Everyone from Main Street to Wall Street has been scrambling to deploy AI since ChatGPT dropped in late 2022. By one estimate, 2023 saw AI-related sales jump 29% to hit a whopping $166 billion. By 2027, we will be staring at a colossal $400 billion market. And the financial sector will be responsible for a […]

    3. How Smart Am AI?

      AI is all anyone can talk about since the advent of ChatGPT. From revolutionizing healthcare with personalized medicine to generating trading signals in financial markets, every industry is claiming a new future for itself thanks to the technology. And perhaps rightly so. But how smart is this new technology? And perhaps more fundamentally, how do […]

    Latest Research read all

    Monetary Policy & Inflation | US

    Is Immigration Adding to Inflationary Pressures?

    Dominique Dwor-Frecaut

    Summary Numbers of undocumented, largely low skilled immigrants have surged since 2021. This has supported both aggregate supply through higher labour supply, and aggregate demand through higher consumption. While unusually low wage growth has accompanied the immigration surge, this has not prevented a stabilization of services inflation, possibly due to business pricing power and migrant […]

    1. G10 FX Weekly: BoE Opens Downside for UK Short-End Yields and GBP

      Richard Jones

      Summary The Bank of England (BoE) left rates unchanged yesterday but shifted towards a cut as early as next month. The Monetary Policy Committee (MPC) voted 7-2 in favour of the hold, with two dissenters (including Deputy Governor Dave Ramsden) calling for an immediate cut. Governor Andrew Bailey was notably dovish on market pricing in […]

    2. Momentum Models Flat as Equities Outperform Fixed Income and FX

      Richard Jones

      When evaluating the performance of our momentum models we are considering the average performance across the one-, three-, and 12-month momentum models. Summary Momentum models were flat over the past week, with a positive performance in equities outweighing flat FX returns and negative fixed income returns. Equities were +0.9% WoW, FX was flat WoW and […]

    Hive Podcast more podcasts

    1. Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing

      Nick Rohatyn is Founder and serves as Chief Executive Officer of The Rohatyn Group. TRG is a global asset manager specialising in emerging markets and real assets, with over $8bn in assets under management. 

    2. Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics

      Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments.

    3. Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

      Bilal is the CEO and Head of Research at Macro Hive. Before that, 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.

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