Macro Hive @Macro_Hive
Independent, unfiltered macro insights from the guys who inform leading global financial institutions I Free weekly investment newsletter: https://t.co/32MXCs8lPh macrohive.com London, England Joined June 2019-
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In collaboration with @CMEGroup, our latest FX Position Watch is out now! Read full article here: cmegroup.com/newsletters/cm…
Check out John Tierney, CFA's latest Equities and the MacroSphere: Messaging Is Make or Break Read full article here: macrohive.com/hive-exclusive…
Check out our latest Markets to Watch: A Hawkish Twist to the FOMC? Read full article here: macrohive.com/hive-exclusive…
Check out Richard Jones (@RJ_FXandRates)'s latest G10 FX Weekly: EUR/CHF Is a Buy-on-Dips, Is Parity Possible? Read full article here: macrohive.com/hive-exclusive…
Check out our latest Weekly Futures Momentum Model: Models Gain as Equities and Fixed Income Outpace FX Read full article here: macrohive.com/weekly-futures…
Check out John Tierney, CFA's latest Equities and the MacroSphere: What Next After Tech Selloff? Read full article here: macrohive.com/hive-exclusive…
The Week Ahead: Which Part of the Curve Should We Target? Andrew Simon (@Asimoan28) and Antonio Del Favero discuss the latest geopolitical events in the Middle East, the number and timing of Fed cuts in 2024, and more! Watch here: macrohive.com/the-week-ahead…
In this week's podcast, Bilal Hafeez (@bilalhafeez123) talks to Nick Baltas about mastering systematic strategies from alpha to AI! Listen here: 🐝The Hive: macrohive.com/hive-podcasts/… 🎧Apple: podcasts.apple.com/gb/podcast/ep-… 📽️YouTube: youtube.com/watch?v=KDxd6H…
Check out our latest Weekly Futures Momentum Model: Models Gain as FX and Fixed Income Outperform Equities Read full article here: macrohive.com/weekly-futures…
Check out Richard Jones (@RJ_FXandRates)'s latest G10 FX Weekly: MoF Must Act on USD/JPY as Talk Is Cheap (and Ineffective) Read full article here: macrohive.com/hive-exclusive…
Check out our latest Markets to Watch: Oil and Gold to Remain Bid as Geopolitics Dominates Read full article here: macrohive.com/hive-exclusive…
The Week Ahead: Double Trouble w/ Henry and Antonio on US and Europe/UK! Andrew (@Asimoan28), @HenryOccleston, and Antonio Del Favero discuss US CPI and inflation trajectory in 2024, Euro-area inflation and timing of ECB tightening, and more! Watch here: macrohive.com/the-week-ahead…
In this week's podcast, Bilal Hafeez (@bilalhafeez123) talks to John Coates about how a few financial institutions control everything! Listen here: 🐝The Hive: macrohive.com/hive-podcasts/… 🎧Apple: macrohive.com/hive-podcasts/… 📽️YouTube: youtube.com/watch?v=bkfHjN…
In collaboration with @CMEGroup, our latest FX Position Watch is out now! Read full article here: cmegroup.com/newsletters/cm…
Our China specialist, Liang Ding, recently featured on TRT World to provide his expert insights into the ongoing liquidation suits facing China's property developers. Watch full interview here: youtube.com/watch?v=7loMqS…
Check out our latest Markets to Watch: CPI To Set Forward USD Trajectory Read full article here: macrohive.com/hive-exclusive…
The Week Ahead: Could the BoE Add Dot Plots? @HenryOccleston and Dominique (@firstkicktires) discuss next week's BoE and Fed speakers and US CPI and PPI, Dominique's take on the latest NFP, and more! Watch here: macrohive.com/the-week-ahead…
In collaboration with @SGXGroup, our latest Asia Currencies Insights is out now! Read full article here: sgx.com/research-educa…
In this week's podcast, Bilal Hafeez (@bilalhafeez123) talks to Mark Koyama about what makes some nations richer than others! Listen here: 🐝The Hive: macrohive.com/hive-podcasts/… 🎧Apple: podcasts.apple.com/gb/podcast/ep-… 📽️YouTube: youtube.com/watch?v=M6yAmO…
Check out our latest Weekly Futures Momentum Model: Models Still Very Bullish USD/JPY Read full article here: macrohive.com/weekly-futures…
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Rising real incomes are still driving services recovery in the U.K.
🇬🇧UK December CPI - came out largely as I had expected (+5.1% core , mkt looking for +4.9%). I had been expecting a tick up since the December print (link below). My feel - fade hawkish knee-jerk, my central case remains BoE to cut in May.
🇬🇧 Just a little (slightly belated) thread on UK CPI. Key points: 1) It was a big miss 2) Some of this may reverse in Dec due to timing of sampling issues 3) May cut (our base case) becoming more likely.
Outperformance by the Hungarian and Polish #currencies is unlikely to persist, while there may be upside for the Turkish lira, writes Macrobond user Caroline Grady of @Macro_Hive. Read her 2024 outlook: ow.ly/J7gV50Qrcuv
🚨 Change of Call: 50bp Fed Cut in March🚨 🇺🇸Historically, core PCE has (almost) never been at 2.4% as the Fed expects in 2024; it has been either below 2% or much higher, which is consistent with a ‘regime’ view of inflation. 🇺🇸The SEP inflation scenario, if it materializes,…
@Macro_Hive @bilalhafeez123 Love this podcast! #ExpertOpinion
@Macro_Hive @bilalhafeez123 Just finished listening, great pod to start the year!
It was a great pleasure to join @GuyJohnsonTV and the @Bloomberg TV team and give my view on when the Fed is likely to cut rates and why I believe it to be March. I also contributed why I expects the first cut to be 50bps. In case you missed it - you can watch it here:…
Dominque expects 50bp cut in March as "Fed is hedging return to pre-pandemic underperformance in inflation". Luv it. My bet mid-Nov expecting March cut: 1. 10Y would fall with USD 2. Banks/Corps needed break 3. Fed needs inflation Lower oil prices, surge in foreign-born…
MH's @firstkicktires Dwor-Frecaut joined @GuyJohnsonTV & the @business TV team to give her view on when the Fed is likely to cut rates and why she believes it to be March. She also contributed why she expects the first cut to be 50bps. Watch: macrohive.com/hive-videos/bl…
🌐 "…good macro backdrop for risk assets." ➖@firstkicktires #invest #investing #economy
MH's @firstkicktires Dwor-Frecaut joined @GuyJohnsonTV & the @business TV team to give her view on when the Fed is likely to cut rates and why she believes it to be March. She also contributed why she expects the first cut to be 50bps. Watch: macrohive.com/hive-videos/bl…
We're back! The Week Ahead: Fed Worried by Return to Lowflation. Watch here: macrohive.com/the-week-ahead…
FED MINUTES Minutes consistent with shift in Fed bias towards easing. Policy outlook changed to “policy rate as likely at or near its peak for this tightening cycle” from “participants continued to judge that it was critical that the stance of monetary policy be kept…
NFP a bit above expectations. Most importantly unemployment is down 20bp as I expected because last month increase reflected a 300k contraction in HH employment that was inconsistent with other labor and macro dataI am surprised by the strength of wage growth 40 bp against 30…
I have changed my 2024 Fed call to on hold through end-year from previously 2 hikes. My framework is unchanged: • FFR changes to be driven by actual inflation relative to SEP forecast: the Fed next week not implementing the last 2023 hike penciled in the SEP reflects faster…
Goldilocks data releases. Core PCE inline with expectations, mom headline 10bp below expectations. Nominal personal income and spending in line which leaves real personal spending 10 bp above expectations. Jobless claims: initial in line with expectations, continuing…
@SrivatsPrakash @VKMacro @Macro_Hive This man is a legend
I had the opportunity to have Mirza Baig who is an EM macro strategist @Macro_Hive on my podcast! We discuss - China, how higher for longer matters to emerging markets, the EM FI trade, and more! Links: iTunes - podcasts.apple.com/ca/podcast/243… Spotify- open.spotify.com/show/7KVwQ0RsT…
"These QE policies, as we all know now, resulted in financial markets going up at double the long-term average even as economic growth was at or below the long-term average. So the policy of QE was a great financial market policy & not a great real economy policy." - Greg Lippman
🚨 Podcast drop! @bilalhafeez123 joined by Greg Lippmann for a conversation on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products. Listen here: 🐝The Hive: bit.ly/46orvIQ 🎧 Apple: bit.ly/47KBOI5
Jason Halliwell, head of our Systematic Global Macro team, recently joined @Macro_Hive's Conversations with @bilalhafeez123, where he discussed value investing, inflation trends, and knowing when to refine models. Listen to the full podcast here: ow.ly/2QXv50Q9Wsg
Well deserved. @bilalhafeez123 is easily one of the best macro podcast hosts.
📢🎧 Our podcast Conversations with @bilalhafeez123 has surpassed 1 million downloads! 🎧 Thank you to all the extraordinary guests we have had on the show so far & to all of our listeners for tuning in weekly! Click here to catch up on any missed shows macrohive.com/hive-podcasts/
🇪🇺 ECB day I expect: - cautious optimism in the tone - a pushback on near-term cuts - door left open for future hikes - risk of early end to PEPP discussion - right now feels that mkt is underpricing future hikes/overpricing cut risk
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