Macro Hive
Macro Hive
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The Week Ahead: Powell to Tell Markets They Are Over Their Skis!
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!
Timestamps:
00:37-07:37 - Powell’s testimony to Congress and market reaction.
08:11-10:22 - A Fed cut in September or post-presidential election?
10:23-13:17 - OER surprise and housing market.
13:27-14:58 - Next week’s data and Fed speakers.
15:02-18:16 - Dominique’s Jackson Hole expectations.
18:23-19:19 - Macro Hive’s weekly webinar.
zhlédnutí: 410

Video

Shahin Vallée on French Election Fallout, Second Round Scenarios, Germany’s Debt Brake | MHC Ep 224
zhlédnutí 133Před dnem
My colleague Henry Occelston hosted this podcast on my behalf. Shahin Vallée is a senior fellow at the German Council on Foreign Relations (a German think tank) and also a Board Member overseeing Europe coverage at the Observatory group, a geopolitical macro-advisory firm. He was previously an economic advisor to the President of the European Council, Herman von Rompuy, and also an economic adv...
The Week Ahead: It's the Politics, Stupid
zhlédnutí 294Před 14 dny
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! Timestamps: 00:55-07:49 - Donald Trump vs Joe Biden debate and its implications. 08:11-14:05 - French and UK elections. 14:30-21:11 - Economic implications of French election. 21:23-21:11 - This week’s US and European data releases...
Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness | MHC Ep 222
zhlédnutí 178Před 14 dny
Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress, and Brevan Howard. Boris started his career on the sell side, which included working at UBS and Dresdner. Boris gives his personal opinions and not those of Goldman Sachs or any other organisations he is affi...
Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks | MHC Ep 221
zhlédnutí 162Před 21 dnem
Vasileios is Head of Europe Economics and Strategy at Aviva Investors - a £226bn global asset management firm. Based in London, he is responsible for monitoring and analysing macroeconomic developments and markets as well as formulating major asset class views, leading research and strategy in the UK and Europe. Previously, he held senior research roles at Citigroup, Lombard Odier, UniCredit Ba...
The Week Ahead: No Summer Relief for the Fed
zhlédnutí 240Před 21 dnem
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 - This week’s notable Macro Hive articles.
George Selgin on Fed Independence, Poor Operations and Inflation | MHC Ep 220
zhlédnutí 182Před měsícem
George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He is the author of numerous books, including ‘The Theory of Free Banking’, ‘Floored! How a Misguided Fed Experiment Deepened and Prolonged the Great Recession’ and ‘The Menace of Fiscal QE’. George i...
The Week Ahead: Sam and Dom Called It Right on NFP!
zhlédnutí 247Před měsícem
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! Timestamps: 00:42-11:08 - Latest NFP and the impact of undocumented migrants. 11:09-11:46 - Bilal and Dom’s New York trip to meet clients! 11:57-17:40 - Next week’s Fed meeting and other data releases. 17:43-20:06 - Th...
Jason Furman on Inflation Persistence, Fed Policy and Debt Levels | MHC Ep 219
zhlédnutí 237Před měsícem
Jason Furman is the Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University. He is also non-resident senior fellow at the Peterson Institute for International Economics. Previously, Furman served eight years as a top economic adviser to President Barack Obama, including serving as the 28th Chairman of the C...
Gordon Hanson on US-China Trade War, Immigration and US Elections | MHC Ep 218
zhlédnutí 282Před měsícem
Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School (HKS). He is also chair of the Social and Urban Policy Area at HKS, a research associate at the National Bureau of Economic Research, and a member of the Council on Foreign Relations. Gordon’s current research addresses the causes and consequences of regional job loss, effectiveness of place-based policies i...
The Week Ahead: NFPs to Show Labour Market Remains Tight
zhlédnutí 218Před měsícem
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! Timestamps: 00:36-06:10 - Donald Trump’s guilty verdict and Fed speakers. 06:11-09:24 - Dominique’s NFP expectations. 09:47-14:20 - Risks to Fed tightening. 14:26-16:13 - This week’s notable Macro Hive articles.
The Week Ahead: Is Trump 2.0 Already Moving the Fed?
zhlédnutí 350Před měsícem
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! Timestamps: 00:47-05:16 - Is the Fed is positioning for Trump 2.0? 06:59-13:24 - Distribution effect of Fed tightening. 14:26-16:15 - US housing market data and inflation. 16:30-18:47 - Next week’s must-wat...
Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes | MHC Ep 217
zhlédnutí 273Před měsícem
Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank. And in the 1990s, he was Co-Head of Asset-Liability Management at Freddie Mac, where he was respo...
The Week Ahead: Is the Fed Worried About Housing?
zhlédnutí 278Před 2 měsíci
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! Timestamps: 00:53-03:41 - Dominique’s take on US CPI. 04:27-09:09 - Is there stagflation? 09:30-16:39 - Next week’s data releases and Fed speakers. 16:41-19:08 - This week’s notable Macro Hive articles.
Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect | MHC Ep 216
zhlédnutí 215Před 2 měsíci
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater. Prior to the buy side, she worked at the New York Fed, the IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode covers: -Two regime model of inflation -Financial ...
Bloomberg TV Interview: Bilal Hafeez on US CPI and 2024 Fed Cuts
zhlédnutí 231Před 2 měsíci
Bloomberg TV Interview: Bilal Hafeez on US CPI and 2024 Fed Cuts
The Week Ahead: Upcoming Data to Push Back Hard on the Rate Cutting Narrative
zhlédnutí 492Před 2 měsíci
The Week Ahead: Upcoming Data to Push Back Hard on the Rate Cutting Narrative
Nick Rohatyn on How to Navigate Emerging Markets Investing | MHC Ep 215
zhlédnutí 176Před 2 měsíci
Nick Rohatyn on How to Navigate Emerging Markets Investing | MHC Ep 215
The Week Ahead: Dominique Returns! US Economy, Elections and Fed
zhlédnutí 350Před 2 měsíci
The Week Ahead: Dominique Returns! US Economy, Elections and Fed
Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics | MHC Ep 214
zhlédnutí 221Před 2 měsíci
Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics | MHC Ep 214
The Week Ahead: Will US Yields Reach 5% Again?
zhlédnutí 282Před 2 měsíci
The Week Ahead: Will US Yields Reach 5% Again?
Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype | MHC Ep 213
zhlédnutí 284Před 2 měsíci
Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype | MHC Ep 213
The Week Ahead: Which Part of the Curve Should We Target?
zhlédnutí 230Před 2 měsíci
The Week Ahead: Which Part of the Curve Should We Target?
Nick Baltas on Mastering Systematic Strategies from Alpha to AI | MHC Ep 212
zhlédnutí 285Před 2 měsíci
Nick Baltas on Mastering Systematic Strategies from Alpha to AI | MHC Ep 212
The Week Ahead: Double Trouble w/ Henry and Antonio on US and Europe/UK!
zhlédnutí 321Před 3 měsíci
The Week Ahead: Double Trouble w/ Henry and Antonio on US and Europe/UK!
John Coates on How a Few Financial Institutions Control Everything | MHC Ep 211
zhlédnutí 219Před 3 měsíci
John Coates on How a Few Financial Institutions Control Everything | MHC Ep 211
The Week Ahead: Could the BoE Add Dot Plots?
zhlédnutí 183Před 3 měsíci
The Week Ahead: Could the BoE Add Dot Plots?
Mark Koyama on What Makes Some Nations Richer Than Others | MHC Ep 210
zhlédnutí 126Před 3 měsíci
Mark Koyama on What Makes Some Nations Richer Than Others | MHC Ep 210
Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC | MHC Ep 209
zhlédnutí 647Před 3 měsíci
Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC | MHC Ep 209
David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws | MHC Ep 208
zhlédnutí 413Před 3 měsíci
David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws | MHC Ep 208

Komentáře

  • @rickm.4934
    @rickm.4934 Před 18 dny

    Great show! Really interesting points of view on UK and French upcoming elections. Will definitely be an interesting few weeks coming up!

  • @crouchhill
    @crouchhill Před 18 dny

    I prefer Hooray Henry than the other guy 😊 DDF always great 👌

  • @bijeshbiju
    @bijeshbiju Před 19 dny

    Good one Henry “crisis are never too far away from Europe 😂”

  • @desperatewanderer742
    @desperatewanderer742 Před 22 dny

    Great podcast

  • @alexverbeek3475
    @alexverbeek3475 Před 26 dny

    Interesting that Vasileios Gkionakis references Robert Lanza at the end

  • @garyportugal8035
    @garyportugal8035 Před 28 dny

    great episode

  • @MogulProductions
    @MogulProductions Před 29 dny

    great insights for EM investors!! 👏🏻

  • @jonhaddal
    @jonhaddal Před měsícem

    Excellent show. The data-work that Dominique does is obviously world-class. Interesting to hear how Macro Hive thinks around trading.

  • @PedroPatela
    @PedroPatela Před měsícem

    I really like your videos. Excellent guests and topics. Best of luck for the channel 🍀

  • @gcgrabodan
    @gcgrabodan Před měsícem

    Super interesting, thanks Gordon and Bilal

  • @nicholasjackson2216
    @nicholasjackson2216 Před měsícem

    This was good. However, you should have asked about the appetite for UST’s in an environment of negative double digit real yields

  • @Pieter107
    @Pieter107 Před 2 měsíci

    Happy to have the old set up. Good stuff

  • @Shino88
    @Shino88 Před 2 měsíci

    I really enjoy the information you guys share. Would it be possible to discuss the situation in Japan and what your outlook is with the weak yen, aging population and hesitation of BOJ.

  • @rafeeqturner1458
    @rafeeqturner1458 Před 2 měsíci

    Cab bitcoin function outside of pyramid schemes and what is it's intrinsic value?

  • @George-jm4rn
    @George-jm4rn Před 2 měsíci

    Great career advice!

  • @George-jm4rn
    @George-jm4rn Před 2 měsíci

    She's BACK!!! Always appreciate Dominique's perspectives and insights (even though I thought the 8% prediction was crazy).

    • @janalgos
      @janalgos Před 2 měsíci

      she should have stuck to that prediction instead of flip flopping and doubting herself. It's looking more and more likely.

  • @belalmohammedkhan793
    @belalmohammedkhan793 Před 2 měsíci

    Good Conversation and excellent insights on these critical topics.

  • @Pieter107
    @Pieter107 Před 2 měsíci

    Where is Dominique?

  • @johns4412
    @johns4412 Před 2 měsíci

    Superb

  • @cr1138
    @cr1138 Před 3 měsíci

    Dredge is a legend.

  • @garyportugal8035
    @garyportugal8035 Před 3 měsíci

    very helpful. Great episode

  • @truthaboveall7988
    @truthaboveall7988 Před 3 měsíci

    Read “how to hide an empire) or devil’s chessboard

  • @zizouyoussef7944
    @zizouyoussef7944 Před 3 měsíci

    Thanks Bilal

  • @jameslovely6010
    @jameslovely6010 Před 3 měsíci

    At around 13 min, Duffie finally touches the elephant in the room - too much Federal gov't borrowing. He then skips to palliatives for this problem. No suggestion that much higher rates and market dysfunction should be allowed to work to chastise reckless politicians. All our universities are socialist hotbeds where market function is underminded not enabled.

  • @bruceaulabaugh
    @bruceaulabaugh Před 3 měsíci

    Great Guest!!!

  • @Aengrod
    @Aengrod Před 3 měsíci

    Good stuff

  • @peaceman97amd97
    @peaceman97amd97 Před 3 měsíci

    That is by far the worst explanation of Risk premium I have ever heard in my life 🤣

  • @federicohan1458
    @federicohan1458 Před 3 měsíci

    Welcome Henry!

  • @nirvaanmeharchand5896
    @nirvaanmeharchand5896 Před 3 měsíci

    Excellent interview!

  • @vkmacro919
    @vkmacro919 Před 3 měsíci

    Good job Henry!

  • @zelinli4287
    @zelinli4287 Před 3 měsíci

    Love this addition of Henry with analysis on the other side of the pond! Keep up the good work! 👏

  • @gcgrabodan
    @gcgrabodan Před 4 měsíci

    I would like to see a discussion bezween Dominique and Jan Hatzius or David Mericle (GS) since together with you they were among the few to predict a hot US economy, but they now predict disinflation.

  • @patricksullivan3919
    @patricksullivan3919 Před 4 měsíci

    Washington is the terrorist

  • @seaeagle758
    @seaeagle758 Před 4 měsíci

    thanks, comedy gold once again…i love this woman…she tells me when peak stupid is

  • @donragnar8430
    @donragnar8430 Před 4 měsíci

    Gordon Gekko is back

  • @donragnar8430
    @donragnar8430 Před 4 měsíci

    Where’s Gordan Gekko?

  • @constantinetheodossiou5689
    @constantinetheodossiou5689 Před 4 měsíci

    you both touch upon some interesting philosophical concepts. thank you

  • @AryanChandak
    @AryanChandak Před 5 měsíci

    Amazing!!!

  • @yhwhsozo3680
    @yhwhsozo3680 Před 5 měsíci

    Anything featuring Drs Ferguson and Victor Davis Hanson I watch when I can and always come away thinking more about my own personal biases and ways to test them on the daily. Thank you all for this gem.

  • @daskapital3532
    @daskapital3532 Před 5 měsíci

    Do not worry, professor, about new mutations of virus. New man made viruses are created in labs. Scientists need to feed their children, right?

  • @donragnar8430
    @donragnar8430 Před 5 měsíci

    Has an inverted yield curve now failed for the first time as an indicator for recession?

  • @garyportugal8035
    @garyportugal8035 Před 5 měsíci

    I'm not a fan of Trump. But to suggest that Biden is any less of a 'dictator' is inaccurate and not honest. Biden and Obama's administrations certainly did and do attack political opponents and go after them, including ordinary citizens. And they do so in ways of very questionable legal merit. Witness the weaponization of the IRS as one example.

    • @garyportugal8035
      @garyportugal8035 Před 5 měsíci

      Biden has also issued plenty of executive orders. Not exactly in the spirit of 'democracy', operating by executive order.

  • @alibajwa368
    @alibajwa368 Před 5 měsíci

    Tried to sign up to the membership on your website but seems it is not working can you have a look at it.

  • @unconventionalretailtrader
    @unconventionalretailtrader Před 5 měsíci

    Can we always have Henry as the host for the week ahead discussions, he doesn't interrupt Dominique and gives her the platform to share her views unlike Andrew. Great Job Henry

  • @faisalsheikh7426
    @faisalsheikh7426 Před 5 měsíci

    What happened to 8% Fed rates ? Or do we try and forget that call now ?

    • @richardc861
      @richardc861 Před 5 měsíci

      Yeah and now this call for potentially two rounds of 50 basis point cuts. It’s another big call. Let’s see…

  • @dustinhartlyn
    @dustinhartlyn Před 5 měsíci

    Great interview

  • @alexsmith3576
    @alexsmith3576 Před 5 měsíci

    Dominique is underrated. Great guest. Hope I see her on more podcasts.

  • @aks1888
    @aks1888 Před 5 měsíci

    If you could keep this video to 15 mins or less, it would be great…otherwise love hearing from Dom

    • @gcgrabodan
      @gcgrabodan Před 5 měsíci

      I would also listen to her for 1h. But it is also my job so...

  • @sagarindelhi
    @sagarindelhi Před 6 měsíci

    Two great minds

  • @Pieter107
    @Pieter107 Před 6 měsíci

    Such a great podcast