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Macro Hive Exclusives: Global Impact Of Pandemic / Fragile Europe / Bloomberg Stumbles

Bilal Hafeez | 20-02-2020

We stick with the coronavirus theme in our first Exclusive. Top macro thinker, Dominique Dwor-Frecuat, gives her take on the channels through…

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Macro Hive Exclusives: Parallels Between Bitcoin And Coronavirus / The New US 20-year T-Bond / T-Mobile-Sprint Merger

Bilal Hafeez | 13-02-2020

As markets digest the sharp jump in coronavirus cases due to a revised methodology in China we feature two timely exclusives on the outbreak…

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Macro Hive Exclusives: Peak Tesla / Australia v Canada / Fair Value For Gold

Bilal Hafeez | 06-02-2020

Somewhat remarkably, markets appear to be looking beyond the fall-out from the spread of coronavirus. Instead, the big story this week seems to be…

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Macro Hive Exclusives: Feel The Bern(ie)? / Cracks In US Consumer / T-Mobile-Sprint Merger

Bilal Hafeez | 30-01-2020

Clearly, the China virus story is dominating headlines. We wrote about it last week, and given how rapidly the story is changing, we will hold back…

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Macro Hive Exclusives: Gold Investment Framework / 4 Facts On UK / Fed’s “Not QE”

Bilal Hafeez | 23-01-2020

We are delighted to have our first contribution on gold from commodities expert John Butler. His thought-provoking piece provides…

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Macro Hive Exclusives: Buy Tesla? / Russia Regime Change / EM Climate Change / Turkey 2020 Outlook

Bilal Hafeez | 16-01-2020

We’ve had a great response from readers to the introduction of our paywall. Looks like people do value quality content…

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Macro Hive Exclusives: Potential (Non-Brexit) Shocks To UK / Fed’s Liquidity Problem / Top Podcasters Of 2019

Bilal Hafeez | 19-12-2019

This will likely be our last batch of Exclusives for this year, unless something dramatic happens during Christmas next week. I’ll be sending an end-of-year message…

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Macro Hive Exclusives: Boris Wins? / 10 Grey Swans / Fed Thinking

Bilal Hafeez | 12-12-2019

We have a bumper 5 Exclusives this week. First up, we have former Goldman Sachs partner and political maven Bobby Vedral…

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Macro Hive Exclusives: Sterling Crisis / Fed ‘Not QE’ To ‘QE’ / Booming FX Carry

Bilal Hafeez | 05-12-2019

The pound is on a tear. Against the dollar, it has jumped comfortably above 1.30. Clearly, FX markets are thinking that a Conservative victory next week is a sure thing…

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Macro Hive Exclusives: Optimistic Charts / Ukraine / Sweden Back To Zero

Bilal Hafeez | 27-11-2019

We pick eight charts to give thanks to (get it!). I’ve already had a bunch of people thank me for writing something optimistic on the world. With Ukraine…

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