Macro Hive
In his latest Bloomberg TV interview, Bilal Hafeez gives his take on a 50bp September Fed cut, President Trump's attempt to end Fed independence, profitable AI investing, and more!
Macro Hive
Ben and Dominique discuss the latest large NFP revision, US CPI and tariffs passthrough, our US retail sales expectations, a 50bp September Fed cut and more!
Macro Hive
Andrew and Dominique discuss President Trump versus Fed, a 50bp September Fed cut, a potential return to a low inflation regime in the US, and more!
Macro Hive
Ben and Dominique discuss the latest Fed minutes versus Jackson Hole, President Trump versus Fed independence, whether Trump will implement fiscal stimulus, and more!
Macro Hive
Andrew and Dominique discuss what US retail sales show about consumption, Chair Powell's current concerns, Jackson Hole, the Fed's leading indicator index that markets are not watching, and more!
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.
Macro Hive
Ben and Dominique discuss the likelihood of a September Fed cut, long-term US tariff impacts, the second largest NFP revision on record, and more!
Macro Hive
Andrew and Dominique discuss the US equities all-time record rally ending in autumn, hints of a September Fed cut at next week's FOMC, One Big Beautiful Bill's potential inflation impact, and more!
Macro Hive
In his latest Bloomberg TV interview, Bilal Hafeez gives his take on tariffs risk, President Trump potentially firing Chair Powell, 1.40 on EUR/USD, stablecoins driving US treasuries demand, and more!
Macro Hive
Andrew and Dominique discuss soft US demand, equities market vs. real economy, labour market slowdown without wage growth, a September Fed cut, and more!
Macro Hive
Andrew and Dominique discuss slowing US growth, drivers of goods inflation, rising likelihood of a September Fed cut, Chair Powell's risk management, and more!
Macro Hive
Andrew and Dominique discuss the market impact of the Israel-Iran war (oil, US growth), President Trump's 'Big Beautiful Bill' problems, the US dollar losing its safe haven status, and more!
Macro Hive
Andrew and Dominique discuss the impact of US tariffs on hard data (CPI, jobless claims), Middle East escalation, the Fed's upcoming rates decision, and more!
Macro Hive
In his latest Bloomberg TV interview, Bilal Hafeez gives his take on trading US-China relations (short dollar, short rates, long defence stocks), 1.40 on EUR/USD, AI-defence technology, and more!
Macro Hive
Ben and Dominique discuss the latest on the US-China reset, US budget troubles, Friday's job report, and more!
Macro Hive
In his latest CNBC interview, Bilal Hafeez gives his take on rising bond risks, equities versus rates, need for tariff stability, and more!
Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the US court ruling on tariffs, slowing US housing, jobs and GDP, a July Fed cut, Chair Powell and President Trump's latest meeting, and more!
Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the equities selloff, whether the Senate will pass Trump's budget, Japan's looming public debt, Supreme Court ruling on Fed independence, and more!
Macro Hive
Welcome to The Week Ahead! In this episode, Henry and Dominique discuss our changed call on Fed cuts in 2025, US retail sales showing hard data weakness, announce our Trump LLM Sentiment Index, and more!
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