Meet Antonio Del Favero

Antonio Del Favero

Antonio is macro strategist at Macro Hive, focusing mainly on US economy and markets and G5 FX. Formerly, he worked at Tudor and Maniyar Capital, Rubrics Asset Management, Brevan Howard, Credit Suisse and UBS. He holds a Master in Finance from the ETH/University of Zurich and a Master in Economics from Bocconi University.

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Recent Articles

  1. Key Events: Fed in ‘No Rush to Cut Rates’

    4 researchers

    Skip to: US, Rest of G10, EM US With Dominique away this week, Antonio Del Favero covers the key US data for the coming days. Summary No Fed speakers next week as we enter the blackout period pre-FOMC (1 May). As expected, Fed speakers reacted to the third hot inflation print, confirming ‘no rush to […]

  2. Key Events: Inflation No Longer Just a ‘Bump in the Road’

    5 researchers

    Skip to: US, Europe, Rest of G10, EM US With Dominique away, this week’s US section is covered by Macro Hive strategist Antonio Del Favero. Summary Inflation is no longer consistent with a June cut. I expect that only a recession can push inflation back down to target and below. Fed speakers will give their […]

  3. A Possible Surprise for 2024

    Antonio Del Favero

    The recent drop in inflation is real and the rising risks of some more weakness in labour demand increase the odds that the Federal Reserve (Fed) could cut rates by Q1 as a recalibration of policy, in particular after the recent speech by Christopher J. Waller, who clearly hinted to surgical cuts to the policy […]

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