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.
Emerging Markets | Europe | UK | US
5 researchers
We are updating our key events report. From now on, you will receive a short document to prepare you for the week ahead. This new form focuses on a curated list of data/events, as well as key central bank meetings and market views across G10 and EM. Key Events G10 In the US, there are […]
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 […]
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 […]
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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