🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Bilal Hafeez's (Bilal Hafeez) quote in Bloomberg (Bloomberg) 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.”

Had a great conversation with Mirza Shaheryar Baig on current market turmoil, Trump, trade and more. macrohive.com/hive-podcasts/…

Looks like LIZZO is worried about tariffs too!

In case you missed it: 30y Japanese govt bond yields have climbed even more sharply than their US counterparts. Since April 2, Japan’s 30y yield has risen 33bps, while the US 30y yield is up 29bps over the same period. (HT Bilal Hafeez)

Great chat with Zongyuan Zoe Liu on understanding the US-China trade war - macrohive.com/hive-podcasts/…

Totally agree. Best movie of the year.

This could get interesting for PE.

My thoughts on Fed losing independence in the Telegraph Bilal Hafeez, chief executive of Macro Hive, which provides investment research, said: “It would be a huge, huge shock. Overall, it would almost be like an apocalyptic scenario for the market.”telegraph.co.uk/business/2025/…

Good point on how tariffs raise cost of domestic capital goods and end up lowering long run investment and real wages.

Stagflation = Great Movies I am an avid movie fan, and the last 15 years have been rough. We have endured the Marvel juggernaut trampling over creativity, and since COVID, the cinema experience has been dismal – half-empty theatres, messy environments, and barely any good films.

Great chat with James van Geelen on ‘Haves vs Have-Nots’, tariffs , AI and much more macrohive.com/hive-podcasts/…

This looks cool… theverge.com/electric-cars/…

Adding beetroot to my daily diet!

Had epic conversation with world leading economist Kenneth Rogoff. We discuss dollar demise, debt crises, Trump, Harvard, chess and much more. macrohive.com/hive-podcasts/…

5 takes from Rogoff… 1.“ We’re already in the early stages of the dollar’s decline — and Trump is accelerating it.” Rogoff argues the dollar peaked around 2015, and Trump’s policies are actively undermining key pillars of U.S. currency dominance: alliances, immigration,

Had a great conversation with Harvard’s Michael Sandel on the big political questions of the day. macrohive.com/hive-podcasts/…

Interesting study. What I find most helpful with TRE is that it stops me snacking on sweets/chocolates when my will power is low in the evening!!!

I don’t think investors quite appreciate how important Japan is to global macro right now. So my latest podcast with Japan expert Tobias Harros is def worth listening to. Cc Tobias Harris macrohive.com/hive-podcasts/…

Had an absolute blast going off-piste and discussing Aliens, AI and Climate Collapse with Astrophysicist Adam Frank : macrohive.com/hive-podcasts/…

This was a really wide-ranging conversation that included discussions of life in the Universe, complexity in supply chain dynamics, the failures of reductionism and the philosophy of science. Big Fun as they say.