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Macro Hive: Recession Update + Podcast Playlist (Equities / Growth / Oil)

Bilal Hafeez | 13-03-2020

The market collapse yesterday was historic and it’s likely to be the sign of things to come. We’ve updated our US recession indicators to see what odds…

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Macro Hive Podcast Playlist: COVID vs Globalisation / Biden’s Comeback / Intangible Wealth Inequality

Bilal Hafeez | 06-03-2020

Our podcasts picks this week feature the two big themes driving markets, namely fears over COVID-19 and the US election…

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Macro Hive: Coronavirus Update + Podcast Playlist: Virus Shock / Bond Rally / IMF And ESG

Bilal Hafeez | 28-02-2020

We’ve been inundated with questions from members on COVID-19 and its implications. Yesterday, we launched a number of indicators to help with this…

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Macro Hive Podcast Playlist: How Economists Misguide Politicians / Stranded Carbon Assets / Trading Negative-Yielding Credit + Exclusive On Bloomberg

Bilal Hafeez | 21-02-2020

For our big picture podcast this week we feature Binyamin Appelbaum’s pessimistic take on economists’ influence on US policymaking since…

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Macro Hive Podcast Playlist: Goldmans Likes Equities / UBS Bullish China / Blackrock’s ESG Pivot

Bilal Hafeez | 14-02-2020

Three podcasts to flag this week – all with an optimistic tone to them. Not sure if it something to do with Valentine’s day! First up, Goldman Sachs give…

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Macro Hive Podcast Playlist: Larry Summers On Wealth Taxes / Two AAA Companies Left! / EM Equities

Bilal Hafeez | 07-02-2020

With the US election season now underway we feature a timely debate on wealth taxes with former US Treasury secretary Larry Summers…

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Macro Hive: Bank Of England Didn’t Blink + Podcast Playlist: Clean Energy / Brexit Light Show / Africa Boom?

Bilal Hafeez | 31-01-2020

After the “will they-won’t they” drama of Thursday’s Bank of England meeting we include an Exclusive by former DB economist and FT writer Caroline…

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Macro Hive: ECB Goes Green & China Virus Impact + Podcast Playlist: 2020 Views, US Airlines & Hydrogen Fuel

Bilal Hafeez | 24-01-2020

With so many macro developments this week, we’ve snuck two Exclusives into our Podcast Playlist letter. Former DB economist and FT writer…

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Macro Hive Podcast Playlist: Machines Replace Bankers / BlackRock Pivots To ESG / Fake US Growth

Bilal Hafeez | 17-01-2020

We’ve got an excellent range of podcast topics this week. One covers how machines are replacing humans in banks and with it banker’s bonuses…

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Macro Hive Podcast Playlist: What Currencies Will Move the Most in 2020? & 5 Podcasts To Listen To

Bilal Hafeez | 10-01-2020

I’ve written an Exclusive piece on what research analysts are forecasting in currencies for 2020. Shockingly, they don’t have any strong views…

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