Macro Hive Conversations With Bilal Hafeez
Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Apr 26, 2024
CEO and Head of Research at Macro Hive, Bilal Hafeez, discusses Fed cuts for 2024, China's overlooked aspects, Europe's challenges, and AI's impact in the financial sector. The podcast covers global economic shifts, personalized financial insights using AI, book and TV recommendations, and leisure interests like football and tennis.
42:09
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Quick takeaways
- Fed might hold rates steady in 2024 challenging market expectations of cuts.
- China's excess supply leads to global deflation impacting inflation rates, especially in the US.
Deep dives
Bilal Happyies' Personal Journey and Work History
Bilal Happyies shares his journey from Oxford to a successful career in finance. Growing up in a working-class immigrant family, he attributes his drive for success to his upbringing and the discipline instilled by his parents. Starting at JP Morgan in 1997, he found his passion in FX research during the Asia crisis. Mentored by Alfonso Prat-Guy, he navigated mergers between JP Morgan and Chase Manhattan, later joining Deutsche Bank where he excelled in currency research. His diverse experiences led him to set up MacroHive.
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