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Visit macrohive.com for more great macro and financial market content. Macro Hive is your one-stop platform for global macroeconomic & financial market analysis. World-class research & opinion-pieces were only available to institutions & a handful of individual. Through Macro Hive, you can now conveniently access independent research from experienced professionals across a breadth of topics. Our vision? An insatiable desire to challenge the research business model, the way you consume research and the way you think about investing.

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The Week Ahead: Show and Tell for Warsh

The Week Ahead: Show and Tell for Warsh Macro Hive

101 views - 5 days ago

Ep. 366: Mikihiro Matsuoka on Japan’s Inflation, BOJ Policy Shifts, and the Weak Yen Challenge

Ep. 366: Mikihiro Matsuoka on Japan’s Inflation, BOJ Policy Shifts, and the Weak Yen Challenge Macro Hive

158 views - 5 days ago

Ep. 365: Stefan Jansen on Agentic AI, ML Workflows and the Evolution of Machine Learning for Trading

Ep. 365: Stefan Jansen on Agentic AI, ML Workflows and the Evolution of Machine Learning for Trading Macro Hive

118 views - 1 week ago

Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI’s Impact on Labour

Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI’s Impact on Labour Macro Hive

97 views - 2 weeks ago

Bloomberg TV Interview: Bilal Hafeez on Chip Cycles, European Tech, and the Dollar Resilience

Bloomberg TV Interview: Bilal Hafeez on Chip Cycles, European Tech, and the Dollar Resilience Macro Hive

177 views - 2 weeks ago

Ep. 363: Martin Wolf on AI’s Colossal Impact, Central Banking Risks, and the Democratic Recession

Ep. 363: Martin Wolf on AI’s Colossal Impact, Central Banking Risks, and the Democratic Recession Macro Hive

259 views - 3 weeks ago

The Week Ahead: Not My Dot Plot

The Week Ahead: Not My Dot Plot Macro Hive

88 views - 1 month ago

Ep. 362: Dan Rasmussen on Private Equity’s Stranded Assets, Private Credit, and the AI Bubble

Ep. 362: Dan Rasmussen on Private Equity’s Stranded Assets, Private Credit, and the AI Bubble Macro Hive

272 views - 1 month ago

The Week Ahead: Goldilocks Got a Job

The Week Ahead: Goldilocks Got a Job Macro Hive

74 views - 1 month ago

Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI’s Role in Consumer Wealth

Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI’s Role in Consumer Wealth Macro Hive

566 views - 1 month ago

The Week Ahead: Payrolls – Still Standing. Still Vulnerable.

The Week Ahead: Payrolls – Still Standing. Still Vulnerable. Macro Hive

90 views - 1 month ago

Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles

Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles Macro Hive

228 views - 1 month ago

The Week Ahead: Persistent Oil Price Increases Disrupt Fed Narrative

The Week Ahead: Persistent Oil Price Increases Disrupt Fed Narrative Macro Hive

109 views - 1 month ago

Al Jazeera Interview: Bilal Hafeez on the Iran War Triggering the Next Debt Shock

Al Jazeera Interview: Bilal Hafeez on the Iran War Triggering the Next Debt Shock Macro Hive

115 views - 1 month ago

Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution

Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution Macro Hive

101 views - 1 month ago

The Week Ahead: Enter the Warsh Fed

The Week Ahead: Enter the Warsh Fed Macro Hive

87 views - 2 months ago

Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal’s Future

Ep. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal’s Future Macro Hive

207 views - 2 months ago

The Week Ahead: Consensus Supports FOMC Doves

The Week Ahead: Consensus Supports FOMC Doves Macro Hive

100 views - 2 months ago

Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia’s Macro Risks

Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia’s Macro Risks Macro Hive

380 views - 2 months ago

The Week Ahead: US Economy Immune to Dom’s Bear Case, So Far

The Week Ahead: US Economy Immune to Dom’s Bear Case, So Far Macro Hive

104 views - 2 months ago

Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran’s Oil Shock, and Trump’s Global Impact

Ep. 356: Tina Fordham on the Geopolitics Super Cycle, Iran’s Oil Shock, and Trump’s Global Impact Macro Hive

142 views - 2 months ago

The Week Ahead: Goldilocks, Despite the Geopolitical Hangover

The Week Ahead: Goldilocks, Despite the Geopolitical Hangover Macro Hive

82 views - 2 months ago

Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot

Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot Macro Hive

153 views - 2 months ago

The Week Ahead: Brace for Super Tuesday

The Week Ahead: Brace for Super Tuesday Macro Hive

117 views - 2 months ago

Ep. 354: Nader Itayim on Iran’s Hormuz Stranglehold, GCC Tensions, and the Oil Market’s Recovery

Ep. 354: Nader Itayim on Iran’s Hormuz Stranglehold, GCC Tensions, and the Oil Market’s Recovery Macro Hive

160 views - 2 months ago

Bloomberg TV Interview: Bilal Hafeez on "Post-War" Rally, Dollar Weakness Return, and European Tech

Bloomberg TV Interview: Bilal Hafeez on "Post-War" Rally, Dollar Weakness Return, and European Tech Macro Hive

347 views - 2 months ago

Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security

Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security Macro Hive

448 views - 3 months ago

Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks

Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks Macro Hive

194 views - 3 months ago

The Week Ahead: Tightening Into Trouble?

The Week Ahead: Tightening Into Trouble? Macro Hive

129 views - 3 months ago

Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris

Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris Macro Hive

396 views - 3 months ago

Hawks Everywhere, Growth Nowhere

Hawks Everywhere, Growth Nowhere Macro Hive

194 views - 3 months ago

Ep. 350: Tomasz Nadrowski on China’s Mineral War, Western Supply Chain Gaps, and Global Resilience

Ep. 350: Tomasz Nadrowski on China’s Mineral War, Western Supply Chain Gaps, and Global Resilience Macro Hive

202 views - 3 months ago

Ep. 349: Nader Itayim on Iran’s Regional War, the Hormuz Choke Point, and Global Energy Disruption

Ep. 349: Nader Itayim on Iran’s Regional War, the Hormuz Choke Point, and Global Energy Disruption Macro Hive

194 views - 4 months ago

The Week Ahead: $100 Oil – Inflation Scare Today, Rate Cuts Tomorrow?

The Week Ahead: $100 Oil – Inflation Scare Today, Rate Cuts Tomorrow? Macro Hive

97 views - 4 months ago

The Week Ahead: Will Iran War Tip Wobbly US Labour Market?

The Week Ahead: Will Iran War Tip Wobbly US Labour Market? Macro Hive

98 views - 4 months ago

Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach

Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach Macro Hive

220 views - 4 months ago

Bloomberg TV Interview: Bilal Hafeez on Iran War, USD Rally, and Gold’s Potential Breakout

Bloomberg TV Interview: Bilal Hafeez on Iran War, USD Rally, and Gold’s Potential Breakout Macro Hive

459 views - 4 months ago

The Week Ahead: AI Eating Inflation (and Fed Hawkishness)

The Week Ahead: AI Eating Inflation (and Fed Hawkishness) Macro Hive

73 views - 4 months ago

Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity

Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity Macro Hive

153 views - 4 months ago

The Week Ahead: Supreme Court Strikes Down Tariffs

The Week Ahead: Supreme Court Strikes Down Tariffs Macro Hive

83 views - 4 months ago

Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis

Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis Macro Hive

129 views - 4 months ago

Ep. 345: Marc Elovitz on Private Market Evolution, Crypto’s Regulatory Shift, and AI Explainability

Ep. 345: Marc Elovitz on Private Market Evolution, Crypto’s Regulatory Shift, and AI Explainability Macro Hive

98 views - 5 months ago

The Week Ahead: NFP to Be Unexciting

The Week Ahead: NFP to Be Unexciting Macro Hive

104 views - 5 months ago

The Week Ahead: The Warsh Nomination and Interest Rate Cut Expectations

The Week Ahead: The Warsh Nomination and Interest Rate Cut Expectations Macro Hive

145 views - 5 months ago

Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and more...

Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and more... Macro Hive

77 views - 5 months ago

The Week Ahead: Is the World Quietly Quitting America?

The Week Ahead: Is the World Quietly Quitting America? Macro Hive

159 views - 5 months ago

Ep. 342: Rory Johnston on Trump’s Bullish Impact on Oil Markets, and the Bearish Risks Ahead

Ep. 342: Rory Johnston on Trump’s Bullish Impact on Oil Markets, and the Bearish Risks Ahead Macro Hive

428 views - 5 months ago

Ep. 341: Phil Suttle on Trump’s Populism, the Productivity Mystery, and Global Disruption

Ep. 341: Phil Suttle on Trump’s Populism, the Productivity Mystery, and Global Disruption Macro Hive

177 views - 5 months ago

Ep. 340: Robert Koenigsberger on EM Cycles, China’s Turnaround, and the New Era of Private Credit

Ep. 340: Robert Koenigsberger on EM Cycles, China’s Turnaround, and the New Era of Private Credit Macro Hive

349 views - 6 months ago

Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays

Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays Macro Hive

166 views - 6 months ago

The Week Ahead: The Hawkish Fed, Growth Concerns, and Data Inconsistencies

The Week Ahead: The Hawkish Fed, Growth Concerns, and Data Inconsistencies Macro Hive

147 views - 7 months ago

Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade

Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade Macro Hive

298 views - 7 months ago

Ep. 337: Sangeet Paul Choudary on What Everyone is Getting Wrong on AI

Ep. 337: Sangeet Paul Choudary on What Everyone is Getting Wrong on AI Macro Hive

267 views - 7 months ago

Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty

Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty Macro Hive

690 views - 7 months ago

The Week Ahead: Recession Triggers vs. The Hawkish Fed: Who Blinks First?

The Week Ahead: Recession Triggers vs. The Hawkish Fed: Who Blinks First? Macro Hive

154 views - 7 months ago

Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise

Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise Macro Hive

356 views - 7 months ago

The Fed s Hawkish Puzzle

The Fed s Hawkish Puzzle Macro Hive

94 views - 8 months ago

AI vs. the Fed: Who’s Leading Whom?

AI vs. the Fed: Who’s Leading Whom? Macro Hive

143 views - 8 months ago

Mark Farrington on Dollar Dominance, China’s Gold Play and Crisis Catalysts

Mark Farrington on Dollar Dominance, China’s Gold Play and Crisis Catalysts Macro Hive

204 views - 8 months ago

Macro Hive Insights: Why Markets are Rocketing While the Traditional Economy Sputters

Macro Hive Insights: Why Markets are Rocketing While the Traditional Economy Sputters Macro Hive

441 views - 8 months ago