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  1. The Week Ahead: Why the Market Is Wrong About a September Cut

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss whether Joe Biden will be replaced as Democrat presidential candidate, whether the Fed could loose its independence under Trump, the Fed cutting after September, and more!

  2. The Week Ahead: Powell to Tell Markets They Are Over Their Skis!

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss Powell’s testimony to Congress, a Fed cut in September or post-presidential election, OER surprise, and more!

  3. The Week Ahead: It’s the Politics, Stupid

    Macro Hive

    Welcome to The Week Ahead! In this episode, Henry and Dominique discuss the Donald Trump vs Joe Biden debate and its implications, French and UK elections, and more!

  1. The Week Ahead: No Summer Relief for the Fed

    Macro Hive

    – Recorded on 21 June 2024 – Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss retail sales, Fed speakers, next week’s PCE, and more! Timestamps:00:41-06:39 – Latest retail sales and jobless claims. 06:40-07:23 – This week’s Fed speakers. 07:24-16:40 – Next week’s data: PCE, GDP, house prices, and more. 16:41-18:49 – […]

  2. The Week Ahead: Sam and Dom Called It Right on NFP!

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the latest NFP, impact of undocumented migrants, Bilal and Dom's New York trip to meet clients, and more!

  3. The Week Ahead: NFPs to Show Labour Market Remains Tight

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss Donald Trump's guilty verdict, Fed speakers, Dominique's NFP expectations, and more!

The Week Ahead: Is Trump 2.0 Already Moving the Fed?

Macro Hive

Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss whether the Fed is positioning for Trump 2.0, distribution effect of Fed tightening, the US housing market, and more!

The Week Ahead: Is the Fed Worried About Housing?

Macro Hive

Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss US CPI, whether there is stagflation, next week's data releases, and more!

  1. The Week Ahead: Upcoming Data to Push Back Hard on the Rate Cutting Narrative

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss Dominique's latest markets analysis, why the US economy is slowing, next week's data releases, and more!

  2. The Week Ahead: Dominique Returns! US Economy, Elections and Fed

    Macro Hive

    Welcome to The Week Ahead! In this episode, Antonio and Dominique discuss Dominique's latest take on inflation, requirement for a July 2024 Fed cut, Fed hiking in 2025, and more!

  3. The Week Ahead: Will US Yields Reach 5% Again?

    Macro Hive

    – Recorded on 26 April 2024 – Welcome to The Week Ahead! In this episode, Antonio and Henry discuss upcoming US data releases, next week’s Fed meeting expectations, the UK labour market and inflation, and more! Timestamps:00:40-09:10 – This week’s and upcoming US data releases. 09:33-13:30 – Next week’s Fed meeting expectations. 14:37-18:55 – Recent […]

The Week Ahead: Which Part of the Curve Should We Target?

Macro Hive

– Recorded on 19 April 2024 – Welcome to The Week Ahead! In this episode, Andrew and Antonio discuss the latest geopolitical events in the Middle East, the number and timing of Fed cuts in 2024, where best to position in the curve, and more! Timestamps:01:03-01:44 – Latest geopolitical events in the Middle East. 01:45-07:39 […]

The Week Ahead: Double Trouble w/ Henry and Antonio on US and Europe/UK!

Macro Hive

– Recorded on 12 April 2024 – Welcome to The Week Ahead! In this episode, Andrew, Henry, and Antonio discuss US CPI and inflation trajectory in 2024, Euro-area inflation and timing of ECB tightening, and more! Timestamps:01:02-09:00 – US CPI and inflation trajectory in 2024. 09:05-13:05 – Next week’s Fed speakers and US data releases. […]

  1. The Week Ahead: Could the BoE Add Dot Plots?

    Macro Hive

    – Recorded on 5 April 2024 – Welcome to The Week Ahead! In this episode, Henry and Dominique discuss next week’s BoE and Fed speakers and US CPI and PPI, Dominique’s take on the latest NFP, and more! Timestamps:00:19-05:40 – Next week’s BoE speakers and US CPI and PPI. 05:41-07:32 – Dominique’s take on the […]

  2. The Week Ahead: It’s a Dove World – New Expanded Coverage!

    Macro Hive

      – Recorded on 22 March 2024 – Welcome to The Week Ahead! In this episode, Andrew, Dominique, and Henry discuss this week’s main market and data events in the US and UK, US government versus UK government spending, and more! Timestamps: 00:52-14:49 – This week’s main market events and data in the US and […]

  3. The Week Ahead: The Fed Keeps the Faith

    Macro Hive

    – Recorded on 15 March 2024 – Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss Dominique’s take on disinflation, 2024 Fed cuts, what’s driving US productivity growth, and more! Timestamps:00:49-07:23 – Dominique’s take on disinflation and 2024 Fed cuts. 07:35-09:16 – What’s driving US productivity growth. 09:32-14:32 – The week ahead. […]

The Week Ahead: Will Low Wage Growth Translate Into Low Inflation?

Macro Hive

– Recorded on 8 March 2024 – Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the latest NFP, Powell and other Fed speakers, next week’s data releases, and more! Timestamps:00:38-04:53 – NFP review. 05:11-08:17 – Powell and other Fed speakers this week. 08:40-12:03 – Next week’s data releases to watch. 12:40-14:30 […]

The Week Ahead: Powell Wants More Good Data

Macro Hive

– Recorded on 1 March 2024 – Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss last week’s Fed speakers, Dominique’s take on disinflation, US government industrial subsidies, and more! Timestamps:01:17-03:06 – Last week’s Fed speakers. 03:29-10:22 – Dominique’s take on disinflation and US government industrial subsidies. 10:41-14:49 – This week’s and […]

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