Macro Mornings 💡

Macro Mornings 💡

By AlessandroBusinessInvesting
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Macro Mornings 💡 episodes

  • How 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
        • 10 min
      • Clear 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
            • 7 min
          • How 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
                • 9 min
              • Are 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
                    • 6 min
                  • What 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?
                        • 7 min
                      • The 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?
                            • 8 min
                          • What 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?
                                • 8 min
                              • Japan 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
                                    • 7 min
                                  • Why 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?
                                        • 7 min
                                      • New 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

                                            • 7 min

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