Podcast by Bilal Hafeez, Macro Hive

Macro Hive Conversations With Bilal Hafeez

Podcast by Bilal Hafeez

Macro Hive

We talk economics and markets with leading policymakers and investors.

Talking Economics and Markets

Cross Asset Strategy

<ul><li>Jay Peloski, founder of TPW Advisory and former top-ranked analyst at Morgan Stanley, discusses the tripolar framework of regional integration and competition between Europe, Asia, and the Americas</li><li>Europe faces challenges with common taxation and revenue creation, Asia is increasingly integrated around China, and the Americas have not fully leveraged North America integration and engagement with South America</li><li>Regional competition is seen in key areas such as AI, climate, and defense, with each region vying for economic influence and competitive advantage amid global shifts and challenges</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jay Peloski, founder of TPW Advisory and former top-ranked analyst at Morgan Stanley, discusses the tripolar framework of regional integration and competition between Europe, Asia, and the AmericasEurope faces challenges with common taxation and revenue creation, Asia is increasingly integrated around China, and the Americas have not fully leveraged North America integration and engagement with South AmericaRegional competition is seen in key areas such as AI, climate, and defense, with each region vying for economic influence and competitive advantage amid global shifts and challengesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

Macroeconomics

<ul><li>President Trump's inauguration caused volatility in financial markets</li><li>Expectation that Trump will impose significant tariffs on China and other countries</li><li>Fed expected to keep rates on hold at upcoming FOMC meeting</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

President Trump's inauguration caused volatility in financial marketsExpectation that Trump will impose significant tariffs on China and other countriesFed expected to keep rates on hold at upcoming FOMC meetingThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by Eric Golden on Web3 businesses, Web3 Breakdowns

Web3 Breakdowns

Podcast by Eric Golden on Web3 businesses

Web3 Breakdowns is a series of conversations exploring innovation in the decentralized internet. Each episode will focus on a different topic - we will cover NFT projects, crypto assets, blockchain-based protocols, and businesses being built with Web3 architecture. We will talk to founders, artists, investors and influencers to understand this emerging ecosystem. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

<ul><li>2024 was a great year for risk assets, with the S&amp;P up 23% and Bitcoin up 150%</li><li>The year started with concerns about a recession and aggressive Fed rate cuts, but ended with market consensus aligning and a strong performance</li><li>The narrative heading into 2025 includes concerns about Trump's impact on deregulation and tariffs, as well as potential inflation from immigration policies</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

2024 was a great year for risk assets, with the S&amp;P up 23% and Bitcoin up 150%The year started with concerns about a recession and aggressive Fed rate cuts, but ended with market consensus aligning and a strong performanceThe narrative heading into 2025 includes concerns about Trump's impact on deregulation and tariffs, as well as potential inflation from immigration policiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Quarterly Market Recap: Q4 2024 - [Making Markets, EP.53]

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

<ul>
<li>The labour market is tight, and ISM's manufacturing and services new orders suggest more economic strength in H1CY25. Consequently, the bond yield curve is likely to steepen further. </li>
<li>Trump's massive spending (and bureaucratic) cuts will eat into the fiscal deficit (Oct'25 onwards), and deregulation plus early end to Ukraine war will sharply reduce oil prices, pushing inflation down.</li>
<li>QT, and absence of rate cuts in Q1CY25, will reduce core inflation by Q2CY25, allowing three 25bp rate cuts (Jun-Dec'25). Overweight bonds in Q1CY25, equities after mid-Mar'25. </li>
</ul>


The labour market is tight, and ISM's manufacturing and services new orders suggest more economic strength in H1CY25. Consequently, the bond yield curve is likely to steepen further. 
Trump's massive spending (and bureaucratic) cuts will eat into the fiscal deficit (Oct'25 onwards), and deregulation plus early end to Ukraine war will sharply reduce oil prices, pushing inflation down.
QT, and absence of rate cuts in Q1CY25, will reduce core inflation by Q2CY25, allowing three 25bp rate cuts (Jun-Dec'25). Overweight bonds in Q1CY25, equities after mid-Mar'25. 


NFP, Bonds Reflect Tight Labour Market, but Trump Disinflation Surprises Awaited

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

<ul><li>The podcast discussed the impact of technology, particularly AI and LLMs, on the financial industry</li><li>Predictions were made for 2025, including a bullish outlook on Bitcoin and the importance of stock picking in a changing market</li><li>The dollar's strength and potential disruptions, as well as the focus on quality and value in stock selection, were highlighted as key factors to watch for in the coming year's market trends.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The podcast discussed the impact of technology, particularly AI and LLMs, on the financial industryPredictions were made for 2025, including a bullish outlook on Bitcoin and the importance of stock picking in a changing marketThe dollar's strength and potential disruptions, as well as the focus on quality and value in stock selection, were highlighted as key factors to watch for in the coming year's market trends.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bill Mann & Mark Connors: Legacy Systems, Bitcoin, and AI Tech | The New Barbarians Podcast - #002

United States

The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities and serves as the foundation for a wide range of investment products. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.

S&P 500 INDEX (SPX INDEX)

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

Jay Peloski founded TPW Advisory and developed the concept of a tripolar world, advocating for self-sufficiency in Europe, Asia, and the Americas,...

Macro Hive Conversations With Bilal Hafeez

The Week Ahead – One Week In

Following Trump's inauguration, market volatility was seen with focus on immigration, energy policy, and space exploration, as well as a softer...

Nomura – The Week Ahead

Quarterly Market Recap: Q4 2024 - [Making Markets, EP.53]

Overall, the investment market in 2024 saw strong growth, with S&P up 23% and Bitcoin up 150%, leading to a bullish sentiment among investors...

Web3 Breakdowns

NFP, Bonds Reflect Tight Labour Market, but Trump Disinflation Surprises Awaited

Tight labor market and rebounding ISM new orders point to steeper yield curve in H1CY25. Trump's slashed spending and lower oil prices will lower...

Prasenjit K. Basu

Bill Mann & Mark Connors: Legacy Systems, Bitcoin, and AI Tech | The New Barbarians Podcast - #002

The podcast covered the rise of Bitcoin, the importance of the dollar index, predictions for Bitcoin's future, stock picking strategies in a...

William Mann

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

Jay Peloski founded TPW Advisory and developed the concept of a tripolar world, advocating for self-sufficiency in Europe, Asia, and the Americas,...

Macro Hive Conversations With Bilal Hafeez

The Week Ahead – One Week In

Following Trump's inauguration, market volatility was seen with focus on immigration, energy policy, and space exploration, as well as a softer...

Nomura – The Week Ahead

Quarterly Market Recap: Q4 2024 - [Making Markets, EP.53]

Overall, the investment market in 2024 saw strong growth, with S&P up 23% and Bitcoin up 150%, leading to a bullish sentiment among investors...

Web3 Breakdowns

NFP, Bonds Reflect Tight Labour Market, but Trump Disinflation Surprises Awaited

​Tight labor market and rebounding ISM new orders point to steeper yield curve in H1CY25. Trump's slashed spending and lower oil prices will lower...

Prasenjit K. Basu

Bill Mann & Mark Connors: Legacy Systems, Bitcoin, and AI Tech | The New Barbarians Podcast - #002

The podcast covered the rise of Bitcoin, the importance of the dollar index, predictions for Bitcoin's future, stock picking strategies in a...

William Mann

Tight labor market and rebounding ISM new orders point to steeper yield curve in H1CY25. Trump's slashed spending and lower oil prices will lower...