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:

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
November 21, 2023Profit in Q323 for US economy (Market Perspectives)
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🎯 UBS - (12 Market Thoughts) Return to profit growth expected in US in third quarter 👇
THE MACRO BACKDROP IS STILL SUPPORTIVE

EARNINGS ARE BEING DRIVEN BY MEGA-CAP GROWTH STOCKS

MARGIN EXPANSION LOOKS SET TO CONTINUE
🎯 Fidelity International - (10 Impressive Updates) Market Perspectives 👇
MARKETS LACKING CONVICTION

JAPAN HEALTHIER VS OTHER MARKETS

INDIA POSITIONED FOR GROWTH BUT VALUATIONS RICH
...more
8min
November 14, 2023Does Real Estate will win in 2024? Update
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🎯 Wells Fargo Investment Institute – (11 Real Estate Insights) Mortgage applications have dropped to their lowest level in 28 years 👇
HIGHEST MORTGAGE RATES IN 23 YEARS

REIT IN 2023
🎯 HSBC - (11 Strategic Updates) Interest rates staying elevated 👇
GLOBAL INFLATION SHOWS FURTHER SIGNS OF EASING

AWAITING THE DATA

WAGE ARE RISING QUICKLY

TRADITIONAL RECESSION AND FINANCIAL CRISIS
...more
8min
November 07, 2023Middle East Reaction - Opportunities
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🎯 Standard Chartered - (12 Middle East Insights) All eyes on the Middle East 👇
MARKET REACTION

BONDS AS A HEDGE

ENERGY SECTOR
🎯 Edward Jones - (14 Driver Insights) Short-term risks vs. long-term opportunities 👇
MARKETS HAVE A LONG HISTORY OF OVERCOMING GEOPOLITICAL SHOCKS

RATES REMAIN IN THE DRIVER'S SEAT

UPSIDE VS. DOWNSIDE IN BONDS APPEARS FAVORABLE

AN UNUSUAL FIRST YEAR OFF OF AN EQUITY BEAR-MARKET LOW
...more
9min
October 31, 2023Macro Updates - Government bonds are attractive
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🎯 Raymond James - (15 Macro Updates) Market’s Highlights 👇
THE FED WANTS TO AVOID SHIPWERCKING THE ECONOMY

EQUITIES IN 2024

FIXED INCOME UPDATE
🎯 Russell Investments – (8 Macro Updates) Government bonds are attractive as most central banks are near the end of their rate hikes 👇
GOVERNMENT BOND

USD DOLLAR
...more
7min
October 24, 2023Big Cities - Where is the world going? (Energy Outlook)
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🎯 Barclays – (8 Innovative Building Insights) Building cities for the future 👇
GLOBAL POPULATION TO REACH 9.7 BILLION

CUTTING EMISSIONS AND BOOSTING EFFICIENCIES
🎯 Moody’s Analytics – (16 Impressive Energy Highlights) Energy Outlook 👇
RUSSIA’S HIGH-WATER MARK

SAUDI ARABIA PRODUCTION CUT

OUTLOOK
...more
8min
October 17, 2023Stronger Economy opens new regime on the table
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🎯 Franklin Templeton - Is policy not as tight as it should be? 👇
STRONGER ECONOMY AND LOWER UNEMPLOYMENT RATE

NATURAL RATE IS HIGHER

POLICY IS NOT AS TIGHT AS IT SHOULD BE
🎯 BlackRock - New Regime on the table 👇
THE TIGHTER MONETARY MEDICINE IS WORKING?

WHAT DID RECESSION HAS GONE?

2 IMPORTANT JAPAN UPDATE
...more
8min

FAQs about Macro Mornings 💡:

How many episodes does Macro Mornings 💡 have?

The podcast currently has 195 episodes available.