📢In collaboration with @LMAX Group, our latest report is out now!
Millisecond Reactions to Market Shocks:
From Order Flow to Cross-Asset Opportunity
Read full report here: https://t.co/PZJenQHHuz
Bilal Hafeez's (@bilalhafeez123) quote in Bloomberg (@business) 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.”
In his latest Bloomberg (@business) TV interview, Bilal Hafeez (@bilalhafeez123) gives his take on the emerging new markets regime, safe havens, tariffs, Fed cuts in 2025, and more!
Watch full interview here: https://t.co/hhDBwoJTha
📢In his latest article, Bilal Hafeez (@bilalhafeez123) outlines a 13-point guide to Trump’s New World Order!
Discover his full guide here: https://t.co/zBpGJDGNTz
In his latest podcast, Bilal Hafeez (@bilalhafeez123) talks to Andrew Polk (@andrewpolk81) about China’s bet on tech supremacy!
Listen here:
🐝The Hive: https://t.co/DUZkqeCsDC
🎧Apple: https://t.co/p0D6JYHmS1
📽YouTube: https://t.co/aY5uzwoRe2
In his latest #AI Reflections, Bilal Hafeez (@bilalhafeez123) and his team investigate which LLM performs best!
Is fine-tuning the answer?
Discover his full blog here: https://t.co/HXWJ2lJBuk
The Week Ahead: Are We Past Peak Policy Uncertainty?
In this episode, Andrew Simon (@Asimoan28) and Dominique Dwor-Frecaut (@firstkicktires) discuss the Fed’s outlook, stagflation, 2yr yield drivers, reciprocal tariff expectations, and more!
Watch here: https://t.co/RWVk8j7CkB
In his latest podcast, Bilal Hafeez (@bilalhafeez123) talks to Gary Gerstle (@glgerstle) about Decoding Trump: Power & Chaos (Live at Cambridge University)!
Listen here:
🐝The Hive: https://t.co/TVlr2IQV01
🎧Apple: https://t.co/cCnfwWIkw6
The Week Ahead: Another Policy Pirouette?
In this episode, @HenryOccleston and Dominique Dwor-Frecaut (@firstkicktires) discuss the latest in US and European markets!
Watch here: https://t.co/y9WcHWBrOg
China will fail to end deflation, despite the #NPC's big headlines!
Our #China economist Dr. Liang Ding finds three reasons:
1). The fiscal impulse is weaker than headline borrowing suggests
2). The spending plan is unambitious
3). Achieving the plan is uncertain
The era of German #fiscal prudence is over!
Our #Europe economist @HenryOccleston breaks down the spending splurge:
-€500bn infrastructure spend (over a decade), alongside:
-intentions to amend the debt brake to allow:
-1% debt spend on defence (c.€50bn pa).
Hopped on the short #USD train yet?
#FX Researcher Benjamin Ford argues:
-Expect euro-area growth expectations to pick up, just as US growth expectations are revised down
-Euro is re-aligning with rate differentials, suggesting the FX move is supported by fundamentals
The new #Trump trades are here!
Our senior US economist Dominique Dwor-Frecaut highlights the market consequences of #Trumponomics:
-Higher real yields
-Ending US equity markets outperformance
-Weaker USD through greater international diversification of US portfolio holdings
In his latest podcast, Bilal Hafeez (@bilalhafeez123) talks to Randy Schwimmer about why private credit is performing!
Listen here:
🐝The Hive: https://t.co/ukudF4KCSr
🎧Apple: https://t.co/jFyr90nG9N
📽YouTube: https://t.co/cpDsdC4bw6
In his latest #AI Reflections, Bilal Hafeez (@bilalhafeez123) reviews 8 cool new AI papers from anxious LLMs to fake news detection!
Discover his full blog here: https://t.co/Cu1YaIQSQr