Macro Hive
@Macro_Hive
Followers
8K
Following
3K
Media
1K
Statuses
9K
Independent, unfiltered macro insights from the guys who inform leading global financial institutions I Free weekly investment newsletter: https://t.co/32MXCs8lPh
London, England
Joined June 2019
📢In collaboration with @LMAX Group, our latest report is out now! Millisecond Reactions to Market Shocks: From Order Flow to Cross-Asset Opportunity Read full report here: https://t.co/PZJenQHHuz
0
1
1
In collaboration with @SGXGroup, our latest Listed FX Options Tracker is out now! Read full article here:
sgx.com
Asia's most international, multi-asset exchange, fixed income, currencies and derivatives markets to the highest regulatory standards.
1
0
0
Bilal Hafeez's (@bilalhafeez123) quote in Bloomberg (@business) today! “The market got too optimistic yesterday, but today the general investor community is realizing that the effective tariff rate is still too high. My playbook is to sell any rally.”
0
2
3
In his latest Bloomberg (@business) TV interview, Bilal Hafeez (@bilalhafeez123) gives his take on the emerging new markets regime, safe havens, tariffs, Fed cuts in 2025, and more! Watch full interview here: https://t.co/hhDBwoJTha
0
3
8
📢In his latest article, Bilal Hafeez (@bilalhafeez123) outlines a 13-point guide to Trump’s New World Order! Discover his full guide here:
macrohive.com
Last week’s Rose Garden presentation by Trump will go down in history as the end of the Bretton Woods system of US-led organisations (IMF, World Bank, WTO), which set the rules for global trade. Here...
1
2
1
Called it!💵 Yet again, Macro Hive was ahead of the curve in our #dollar view:
macrohive.com
Summary The dollar gained on Trump euphoria, exceeding what we saw in 2016. US growth expectations have been revised up sharply suggesting US exceptionalism has been priced. Markets are prepped for...
0
1
1
In his latest podcast, Bilal Hafeez (@bilalhafeez123) talks to Andrew Polk (@andrewpolk81) about China’s bet on tech supremacy! Listen here: 🐝The Hive: https://t.co/DUZkqeCsDC 🎧Apple: https://t.co/p0D6JYHmS1 📽YouTube: https://t.co/aY5uzwoRe2
0
2
0
In his latest #AI Reflections, Bilal Hafeez (@bilalhafeez123) and his team investigate which LLM performs best! Is fine-tuning the answer? Discover his full blog here:
macrohive.com
Not a day goes by without a new LLM model hitting the market, each claiming to outperform the rest on some benchmark leaderboard. But these self-reported scores often deserve scepticism. Much like...
0
2
0
The Week Ahead: Are We Past Peak Policy Uncertainty? In this episode, Andrew Simon (@Asimoan28) and Dominique Dwor-Frecaut (@firstkicktires) discuss the Fed’s outlook, stagflation, 2yr yield drivers, reciprocal tariff expectations, and more! Watch here: https://t.co/RWVk8j7CkB
0
0
0
In his latest podcast, Bilal Hafeez (@bilalhafeez123) talks to Gary Gerstle (@glgerstle) about Decoding Trump: Power & Chaos (Live at Cambridge University)! Listen here: 🐝The Hive: https://t.co/TVlr2IQV01 🎧Apple: https://t.co/cCnfwWIkw6
0
0
1
In his latest podcast, Bilal Hafeez (@bilalhafeez123) talks to Thanos Papasavvas (@PapasavvasT) about Trump’s (unsurprising) geopolitical shock! Listen here: 🐝The Hive: https://t.co/q0bdBSGlwY 🎧Apple: https://t.co/4GX8BR7x5A 📽YouTube: https://t.co/uAq5nyqeTe
0
0
0
The Week Ahead: Another Policy Pirouette? In this episode, @HenryOccleston and Dominique Dwor-Frecaut (@firstkicktires) discuss the latest in US and European markets! Watch here: https://t.co/y9WcHWBrOg
0
0
1
In collaboration with @SGXGroup, our latest Listed FX Options Tracker is out now! Read full article here:
sgx.com
Asia's most international, multi-asset exchange, fixed income, currencies and derivatives markets to the highest regulatory standards.
0
0
0
In his latest podcast, Bilal Hafeez (@bilalhafeez123) talks to Thanos Papasavvas (@PapasavvasT) about Trump’s (unsurprising) geopolitical shock! Listen here: 🐝The Hive: https://t.co/q0bdBSGlwY 🎧Apple: https://t.co/4GX8BR7x5A 📽YouTube: https://t.co/uAq5nyqeTe
0
2
1
The era of German #fiscal prudence is over! Our #Europe economist @HenryOccleston breaks down the spending splurge: -€500bn infrastructure spend (over a decade), alongside: -intentions to amend the debt brake to allow: -1% debt spend on defence (c.€50bn pa).
0
0
0
The new #Trump trades are here! Our senior US economist Dominique Dwor-Frecaut highlights the market consequences of #Trumponomics: -Higher real yields -Ending US equity markets outperformance -Weaker USD through greater international diversification of US portfolio holdings
0
0
1
In his latest podcast, Bilal Hafeez (@bilalhafeez123) talks to Randy Schwimmer about why private credit is performing! Listen here: 🐝The Hive: https://t.co/ukudF4KCSr 🎧Apple: https://t.co/jFyr90nG9N 📽YouTube: https://t.co/cpDsdC4bw6
0
0
0
In his latest #AI Reflections, Bilal Hafeez (@bilalhafeez123) reviews 8 cool new AI papers from anxious LLMs to fake news detection! Discover his full blog here:
0
0
1