Bilal’s Top Picks: 2020 Predictions / Science Slowdown / Economic Winter

Bilal Hafeez | 19-11-2019

2020 outlooks are starting to get published. Morgan Stanley highlights their favourite tech trends, Barclays writes on insect protein and others are generally bullish on (conventional) stocks…

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Macro Hive Life: Smart Drugs / Writing Better / Most Expensive Homes

Bilal Hafeez | 15-11-2019

Welcome to our second “Life” letter. Another great batch of articles. Ever wondered whether multi-tasking works? Or how Ernest…

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Macro Hive Podcast Playlist: Finance Legend Fama / CS On Repo / 3D Printing

Bilal Hafeez | 15-11-2019

We have Nobel laureate Eugene Fama reiterating the case for efficient markets and against active managers in our first podcast pick…

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Macro Hive Exclusives: Trading Politics / US Repo Volatility / China Cycle

Bilal Hafeez | 14-11-2019

We have an excellent letter this week. A senior Deutsche Bank insider has given his (or her) take on DB following their…

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Bilal’s Top Picks: 30 Extreme Risks / Central Bankers’ Climate Fears / China Apologies

Bilal Hafeez | 12-11-2019

(total reading time: 6 mins) Ever thought there was a bubble in people calling out bubbles in markets? Well, you’re not alone, Scott Sumner blogs on this. But for those that still like to see the more pessimistic side of the world, we have a think tank listing 30 extreme risks for the world. Central […]

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Macro Hive Life: Japanese Secret To Happy Life / Breaking Habits / Creepy Gadgets

Bilal Hafeez | 08-11-2019

(total reading time: 6 mins) At Macro Hive, we don’t just think about markets and economics, we are also keen on looking after ourselves. So we’re introducing this new newsletter, where we curate the best content from around the web on health, self-improvement, technology and fun stuff. This week, we feature articles on how to […]

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Macro Hive Exclusives: Deutsche Bank Losing Fixed Income / Magic Money Tree (MMT) / Social Unrest Has Nuance

Bilal Hafeez | 07-11-2019

We have an excellent letter this week. A senior Deutsche Bank insider has given his (or her) take on DB following their…

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Macro Hive Deep Dives: Credit When Yields Rise / Banks Predict Bonds / Profitable ESG?

Bilal Hafeez | 06-11-2019

(total reading time: 3 mins) Many investors are worried about credit markets. And most cite higher government bond yields as a trigger for the big sell-off. Yet, the relationship between government bond yields and credit is not what you think. Our first Deep Dive reviews a joint Fed and Wharton Business School paper that finds […]

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Macro Hive Podcast Playlist: Buy Gold / Secularly Low Inflation / VC Sins

Bilal Hafeez | 05-11-2019

Despite stocks markets trading at highs, a bearish strain runs through this week’s podcasts. Hedge fund manager Alex Gurevich predicts…

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Bilal’s Top Picks: China’s War / Alternative Meat / Taxing The US Rich

Bilal Hafeez | 31-10-2019

(total reading time: 6 mins) The growing support for a wealth tax – now also from Nobel laureate Michael Spence – features heavily this week. But where does this antagonism against the rich come from? Our curated articles show that expensive education and power dynamics are as much the cause of wealth as skill is. […]

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