Jay Pelosky

Macro Hive Author

If you would like to connect and contact the author,
please email meettheresearchers@macrohive.com
SPECIALITY: Rates,

Jay is the founder of TPW Advisory and former top ranked head of asset allocation at Morgan Stanley.

MY ARTICLES

In: Hive Exclusives | Global US

Gut Punch

June 22, 2021

You usually see stars when you get punched in the head. But it is 2021, and all things are possible, so the…

In: Hive Exclusives | Global

The Bear Case

June 14, 2021

What is the UST bond market trying to tell us? The 10-year UST at 1.45% is certainly not telling us to fear…

In: Hive Exclusives | Global

2H Outlook: The Pause That Refreshes

June 01, 2021

As we approach midyear, Covid Speed’s breakneck pace seems to have slowed. Cross-asset markets have paused, with stable stocks, bonds, and FX…

In: Hive Exclusives | Commodities

Commodities Are the Boss

May 14, 2021

Summary Commodities continue to rise and we have added commodity exposure across both debt and equity. Our expectation for a multi-year global…

In: Hive Exclusives | COVID Equities

Running Fast Just to Stand Still

April 23, 2021

Summary The Covid speed model is a go-to for understanding the accelerating pace of change in markets. So far markets have discounted…

In: Hive Exclusives | Equities

Equity and Risk Markets: The Song Remains the Same

April 12, 2021

Summary Markets have pricked asset bubbles. It is hard to see any super-inflated public market pricing. Expect the US inflation bump to…

In: Hive Exclusives | Equities

How To Be A Successful Thematic Investor

April 06, 2021

Summary With the rise of funds like ARK Innovation, thematic investing is becoming more popular The Tri-Polar World and Global Risk Nexus…

In: Hive Exclusives | Equities US

The Bond Bear Market and the End of US Equity Dominance

March 09, 2021

Summary A coming economic boom favours rotation out of bonds and Big Tech towards non-US and cyclical/value stocks. The recent rates selloff…

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