Meet Macro Hive
Recent Articles
Emerging Markets | Europe | UK | US
Key Events: Disruption Is Inbound!
Macro Hive
Key Events G10 In the US, these are the highlights: Inauguration – Monday. Reports suggest up to 100 day-one executive orders. Key ones include tariffs, but the incoming administration has skilfully prepared the markets and plans a gradual and predictable phase in. This could be dollar negative. S&P PMIS – Friday. These are more trading […]
The Week Ahead: Disruption Is Coming
Macro Hive
Welcome to the Week Ahead! This Week, Dominique and Henry discuss the strong bid in US rates following the NFP surprise, what the Fed will do next, and which events we're watching in the coming week.
Key Events: Will CPI Upset the Fed?
Macro Hive
Key Events G10 In the US, the key data is twofold: CPI – Wednesday. Consensus expectations, 0.2% MoM for core, align with recent ranges. Together with Tuesday’s PPI, CPI will provide the December core PCE estimate, which is a key driver of Fed policymaking. Retail Sales – Thursday. Consensus for the control group (key input […]
The Week Ahead: Inauguration Jitters and More
Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss NFP, equity jitters, a new higher inflation regime, and more!