Ep. 74: Anna Raytcheva on Trading Regime Changes, Reflation and Crypto
Macro Hive
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2y ago
Anna founded Sonya Capital Management in December 2016. Prior to that, Anna spent over twenty years at Citigroup, where she oversaw a ..read more
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Global Warming Is Still a Talking Point
Macro Hive
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2y ago
In this instalment on climate change, we examine what society must do to limit global warming to +1.5°C to +2.0°C relative to ..read more
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USD/CNY Not an Equity Hedge / Why the US Inflation Spike Could Prove Permanent
Macro Hive
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2y ago
MS Asia FX strategist Mirza Baig gives his take on this week’s turbulence in Chinese equity markets. He sees a limited fallout on FX given ..read more
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Do Not Hedge Stocks With USD/CNY
Macro Hive
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2y ago
China’s tech stocks were hammered this month after a sweeping, multi-pronged crackdown by Chinese regulators ..read more
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If the Fed Hikes, How Should EMs Respond?
Macro Hive
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2y ago
Theoretically, EM central banks should loosen domestic policy in response to contractionary US rate hikes. This is to mitigate any ..read more
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Deep Dive: Why EM Central Bankers Are Worried About Fed Hawkishness
Macro Hive
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2y ago
Fed Chair Jerome Powell has taken a hawkish stance towards high inflation. We review this new Fed paper examining what ..read more
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Four Lessons From the UK’s COVID Delta Wave
Macro Hive
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2y ago
All eyes are on the UK’s surging number of new COVID cases. The current seven-day average is just under 40,000, but it reached as ..read more
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Reasons Not to Panic Over UK Delta Wave
Macro Hive
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2y ago
Ben Ford and I review the UK’s current Delta Wave as the decision to lift all restrictions comes under ongoing criticism. Increased ..read more
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FOMC Preview: The Market Is Short Growth and Short FAIT
Macro Hive
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2y ago
Following the recent bond market rally, there is an interesting disconnect between market pricing and market narrative. The market ..read more
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Fed Preview: Does Not Hawkish Equal Dovish?
Macro Hive
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2y ago
Ahead of Wednesday’s Fed meeting Jon Turek gives his take on what to expect. With no dots at this meeting the statement is likely ..read more
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