Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of Multi-Asset Research and Advisor to the CEO at Deutsche Bank. Bilal started his twenty-year career at JP Morgan. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business School and studied Economics at St Johns College, Cambridge. This week’s podcast covers:

-Will the Fed cut in 2024?
-What people are ignoring about China
-Europe’s strategic problem
-How high could US yields go?
-What next for US dollar?
-When will the big equity correction happen?
-How will AI revolutionise financial markets?
-Books mentioned: Yellowface (Kuang), Bruce Lee: Artist of Life (Lee, Little), Love is a Stranger: Selected Lyric Poetry of Rumi (Rumi, Helminski)
-TV shows mentioned: Shogun (Disney+), Mr and Mrs Smith (Amazon Prime), Blue Eye Samurai (Netflix)

You can follow Bilal’s work here (https://macrohive.com/bilals-macroscope/bilals-macroscope-could-term-premia-shock-add-100bps-to-bond-yields-yes/), on LinkedIn (https://www.linkedin.com/in/bilal-hafeez-50ba221/), and on X (https://twitter.com/bilalhafeez123).