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 201 episodes available.

Macro Mornings 💡 episodes:

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
December 19, 2023What does Stock Markets are expecting?
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🎯 WHAT IS HAPPENING? Economy is beating all expectations - (10 Updates) Moody’s 👇
MONETARY POLICY IS WORKING

WHAT DOES MARKETS ARE EXEPCTING?

GDP REVISED UP

ECONOMY IS EXCEEDING EXPECTATIONS
🎯 READ THIS - What does markets are expecting? - (11 Must Highlights) JP Morgan 👇
NOVEMBER SUMMARY

COMMODITY PRICES

WHAT IS HAPPENING ON MACRO WORLD?
...more
8min
December 12, 2023Japan rose to its highest level since 1990 (Japan Focus)
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🎯 Japan & China Markets - (9 Must Updates) 👇
NIKKEI ROSE TO ITS HIGHEST LEVEL SINCE 1990

10 YEAR JAPANESE GOVERNMENT BOND - WHERE ARE WE?

CHINA - NEWS ON MONETARY POLICY

CHINA ECONOMIC GROWTH IN 2024
🎯 Where Japan economy is going? - (9 Economic Updates) 👇
WHERE COULD GO RATES NEXT YEAR?

JAPAN ECONOMY EVOLUTION

LOOKING AHEAD

NOT DISSIMILAR MARKET CONDITIONS WITH 90s
...more
7min
December 05, 2023Why investors should pay close attention to inflation?
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🎯 Where is core inflation going? - (10 Volatility Updates) 👇
YIELD SWINGS

WHERE IS CORE INFLATION GOING?

INFLATION IN RETREAT
🎯 Wise Investors Should Pay Close Attention to Falling Inflation - (15 Inflation Updates) 👇
HOW MARKETS ARE REACTING TO INFLATION EVOLUTION

WHY INVESTORS SHOULD PAY CLOSE ATTENTION TO INFLATION

WHEN COULD THE FED BEGIN TO PROTECT THE LABOR MARKET?
...more
7min
November 28, 2023New concerns after higher bond yields (Yields Approaches)
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🎯 Moody’s Analytics - (11 Yields Approaches) Ten-Year Yield Approaches 5% 👇
TREASURY YIELD

FOMC UPDATE

MOODY’S VIEW
🎯 Rothschild - (10 Macro Updates) New concerns after higher bond yields 👇
US ECONOMY TOO RESILIENT

HIGHER FOR LONGER

YIELDS VERY HIGH
...more
7min

FAQs about Macro Mornings 💡:

How many episodes does Macro Mornings 💡 have?

The podcast currently has 201 episodes available.