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Bilal Hafeez

@bilalhafeez.bsky.social
17 followers 120 following 6 posts
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Bilal Hafeez @bilalhafeez.bsky.social · 26/09/2026
Global Investors Have Already Been Giving Up On US Treasuries bilal-hafeez-notes.ghost.io/global-inves...
bilal-hafeez-notes.ghost.io
Global Investors Have Already Been Giving Up On US Treasuries
With the US 10y trading around 5.1% today, fears over US fiscal risk are back. This has actually been going for a while with one area being foreign flows (Chart) Global investors have scaled back thei...
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Bilal Hafeez @bilalhafeez.bsky.social · 26/09/2026
Podcast: Ex-Morgan Stanley Equity Strat, Jay Pelosky, On Equities Rallying into Year-End (and Beyond) bilal-hafeez-notes.ghost.io/podcast-ex-m...
bilal-hafeez-notes.ghost.io
Podcast: Ex-Morgan Stanley Equity Strat, Jay Pelosky, On Equities Rallying into Year-End (and Beyond)
Take a listen of my latest podcast with Jay: Spotify - Apple Summary: In this Macro Hive Conversations episode, Bilal interviews Jay Pelosky, founder of TPW Advisory and former head of asset allocat...
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Bilal Hafeez @bilalhafeez.bsky.social · 17/04/2025
Great chat with @zoe-liu.bsky.social on all things US - China macrohive.com/hive-podcast...
macrohive.com
Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US - Macro Hive
Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments.
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Bilal Hafeez @bilalhafeez.bsky.social · 09/04/2025
My latest Bloomberg interview on current market turmoil. macrohive.com/hive-videos/...
macrohive.com
Bloomberg TV Interview: Bilal Hafeez on the Markets Regime Change, Safe Havens, Tariffs and Fed Policy in 2025
In his latest Bloomberg TV interview, Bilal Hafeez gives his take on Fed independence, trading Trump's win, Trump's economic policies, and more!
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Bilal Hafeez @bilalhafeez.bsky.social · 21/03/2025
Check out my latest podcast with Prof Gary Gerstle recorded live at Cambridge University. We discuss Trump and what his administration means for democracy open.spotify.com/episode/0eC8...
open.spotify.com
Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)
Macro Hive Conversations With Bilal Hafeez · Episode
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Bilal Hafeez @bilalhafeez.bsky.social · 15/02/2025
Had great chat with ex CIA Chris Johnson on US China relations in Trump 2.0 macrohive.com/hive-podcast...
macrohive.com
Ep. 255: Chris Johnson on Trump vs China - Macro Hive
Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments.
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