Subscribe

Prime Trade Ideassee more…

  1. Prime Trade Ideas: Fading BoE Hawkishness

    Viresh Kanabar

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

  2. Prime Trade Ideas: Could Higher Oil Prices Ruin ‘Transitory Disinflation’?

    Viresh Kanabar

    Bullish EUR/USD to 1.13 (2 August, Richard Jones). Bullish CAD as oil rebounds (27 July, Macro Hive, CME). Oil is well supported at $80 on Brent (2 August, Viresh Kanabar).

  3. Prime Trade Ideas: Positioning for a Weaker UK Macro Backdrop

    Viresh Kanabar

    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.

  1. Prime Trade Ideas: Our Favoured Trades for H2 2023

    Viresh Kanabar

    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: Have US and Germany Bonds Turned the Corner?

    Viresh Kanabar

    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.

  3. Prime Trade Ideas: High Yield Looks Highly Attractive

    Viresh Kanabar

    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.

Prime Trade Ideas: CHF, JPY Key to Profiting From an Ugly Debt Ceiling Negotiation

Viresh Kanabar

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.

Prime Trade Ideas: Positioning for a US Debt Ceiling Debacle

Ben Ford

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.

  1. Prime Trade Ideas: Defensive Positioning Into May Central Bank Meetings

    Ben Ford

    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: Crypto and Currencies in Focus

    Ben Ford

    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.

  3. Prime Trade Ideas: Trading the End of Hiking Cycles and Bank Fallout

    Ben Ford

    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.

Prime Trade Ideas: Prepare for a Hawkish Battle

Ben Ford

Bilal’s asset allocation will be updated in March. For now, the themes remain: Investors expect the Federal Reserve (Fed) to end its hiking cycle soon.

Prime Trade Ideas: Positioning for Wrongly Priced Central Banks

Ben Ford

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.

  1. Prime Trade Ideas: Outperform the S&P 500 as the Fed Slows

    Ben Ford

    The Federal Reserve (Fed), European Central Bank (ECB) and Bank of England (BoE) have all hiked in February. Here are our latest views to survive in what follows:

  2. Prime Trade Ideas: Our Favourite Trades to Start 2023

    Ben Ford

    We are over halfway through January and our trades continue to hold up.

  3. Prime Trade Ideas: How to Position for 2023

    Ben Ford

    Bilal continued to advocate the 'everything breaks' portfolio. He now has 2023 in sight: timing will prove critical as a likely Fed pivot, China reopening and better European energy outlook feed through into markets.

Prime Trade Ideas: Time to Turn Bullish on China?

Ben Ford

John unwound his retail, US infrastructure and European equity index positions. He is now up 2% against the S&P 500.

Prime Trade Ideas: Portfolio Steady Despite Turbulence

Ben Ford

John unwound his short semiconductor trade for an oversized profit. He is now considering when to turn long (vs S&P 500).

View all articles in "Prime Trade Ideas"…

Subscribe to Macro Hive

Macro Hive is the community platform for the thinking investor…

START 30-DAY FREE TRIAL

Already have an account?…

Log in…

Get the weekly newsletter 16,000+ finance pros read for 'must-have' trade ideas.

    Spring sale - Prime Membership only £3 for 3 months! Get trade ideas and macro insights now