Macro Mornings 💡

By Alessandro

Update Macro Mornings

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FAQs about Macro Mornings 💡:

How many episodes does Macro Mornings 💡 have?

The podcast currently has 195 episodes available.

Macro Mornings 💡 episodes:

February 27, 2024How to look markets when extreme greed? (Macro Update)
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🎯 What the markets are looking for? 👇
RISK ASSETS WERE BOOSTED BY SOFT-LANDING OPTIMISM

RATES PULLED BACK

LINGERING WORRIES HAD LIMITED MARKET IMPLICATIONS
🎯 What really matters? 👇
CURRENT MACRO REGIME

WHAT IS THE MARKET SENTIMENT

WHAT REALLY MATTERS?
...more
6min
February 20, 2024Why Japan in 2024? (Macro Update)
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🎯 The real point is between Nations Fragmentation 👇
THE POINT IS THE GEOPOLITICAL FRAGMENTATION

RISK MOMENTUM

BLACKROCK CONVICTION
🎯 Japan: improving governance and profitability 👇
Japan Remains An Under-Owned Equity Market Globally

JAPAN OPPORTUNITIES

INVESTING IN 2024?
...more
7min
February 13, 20244 Worries and Optimisms in 2024 (Macro Update)
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🎯 What’s real in store for 2024? - (Macro Update) 👇
4 BIG WORRIES FOR 2024

3 REASONS FOR OPTIMISM

IMPLICATIONS FOR INVESTORS
🎯 More news for the bond market - (Impressive Insights) 👇
SOFT LANDING IN 2024

FED BALANCE SHEET PROSPECTS

TREASURY AS A BOOST
...more
9min
February 06, 2024Reasons why the FED may disappointing rate cuts markets expect (Macro Insights)
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🎯 FED may not be able to deliver the rate cuts markets expect - (11 Must Updates) @BlackRock 👇
INFLATION COMING DOWN

SOFT ECONOMIC LANDING IS POSSIBLE

FED MAY NOT BE ABLE TO DELIVER THE RATE CUTS MARKETS EXPECT
🎯 Central Banks Update - (Monetary Policy) @Franklin Templeton 👇
FED: AN UNEXPECTED SHIFT IN TONE

ECB: WAITING FOR LABOR MARKET DATA

BANK OF JAPAN: CRAWLING TOWARD NORMALIZATION
...more
8min
January 30, 2024How to view the US Inflation regime in 2024 (Weekly Macro Update)
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🎯 Higher long term inflation regime - (9 Regimes Update) @Merrill Lynch 👇
2% INFLATION TARGET

SHIFT IN MONETARY POLICY STRATEGY

LONGER TERM GOALS

STOCK AND BOND CORRELATION
🎯 Weaker US view is predicated - (3 US main points) 👇
ONE: THE US ECONOMY IS ALREADY SLOWING RAPIDLY

SECOND: INVESTMENTS ARE FALLING SHARPLY

THIRD: FISCAL POLICY IN THE US IS QUICKLY TURNING FROM A TAILWIND INTO A HEADWIND
...more
10min
January 23, 2024Clear market expectations trends in 2024 (Macro Update)
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🎯 2024 Market Expectations - (Another year of strong returns?) @Edward Jones 👇
2024 ECONOMIC VIEWS

SIX RATE CUTS IN 2024

2024 INFLATION UPDATES
🎯 Dollar to find its way lower again - (10 Dollar Updates) @RBC 👇
USD ELEVATED FOR LONGER

US DOLLAR RALLIED IN THE FALL OF 2023

US DOLLAR PROSPECTS VS ECONOMY SLOWDOWN
...more
7min
January 16, 2024How to approach the financial markets in 2024
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🎯 12 wishes for the new year - (Thoughts of the week) @Raymond James 👇
WARS, INFLATION & YIELDS

UNEMPLOYMENT, S&P & RATES

DIVIDEND, OIL & JUNK BOND

MEGA-CAP, SECTORS & RECESSION
🎯 US presidential election likely will exacerbate market volatility - (Global Economy Spotlight) @Wells Fargo 👇
EYEING A PIVOTAL 2024

KEY PIVOT POINTS ARE COMING

ECONOMIC SENTIMENT
...more
9min
January 09, 2024Are you missing the BIG RESET? Strategic equity return for 2024
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🎯 Macro Update - (7 Strategy Insights) @First Abu Dhabi Bank 👇
INTEREST RATES HAVE PEAKED

CREDIT CARD DELINQUENCY RATES

RISK ASSETS
📢 Are you missing the big reset @Citi 👇
WHAT IS THE BIG RESET?

ARE YOU MISSING THE BIG RESET?

STRATEGIC RETURN ESTIMATES FOR 2024
...more
6min
January 02, 2024What to know for 2024? 3 Macro Scenarios
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👉 Which scenario would you choose? Three scenarios for 2024 - (14 Must Update) DBS
SOFT LANDING (60% PROBABILITY)

NO LANDING (25% PROBABILITY)

HARD LANDING (15% PROBABILITY)
🚨 Arrived the moment - WHAT TO KNOW FOR 2024? Russell Investments
WHAT MARKETS ARE PRICING FOR 2024?

ARE US RECESSION RISKS STILL ELEVATED?

WHAT’S THE OUTLOOK FOR EQUITIES IN 2024?
...more
7min
December 26, 2023The end of 2023 - What to look in 2024?
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🎯 FIXED INCOME - WHAT TO KNOW - (9 Yields Updates) Goldman 👇
DIGESTING AN INCREASINGLY BENIGN INFLATION TRAJECTORY

DIVERGENT GROWTH MOMENTUM

YIELDS EASE ON DOVISH FED COMMENTS AND DISINFLATION
🎯 THE END OF 2023 - WHAT TO LOOK AHEAD - (9 New Year Updates) RBC 👇
CREDIT CONDITIONS CHALLEGING

WHAT’S BEHIND 2023?
...more
8min

FAQs about Macro Mornings 💡:

How many episodes does Macro Mornings 💡 have?

The podcast currently has 195 episodes available.