Macro Mornings 💡

Macro Mornings 💡

By AlessandroBusinessInvesting
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Macro Mornings 💡 episodes

  • Profit 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
        • 8 min
      • Does 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
            • 8 min
          • Middle 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
                • 9 min
              • Macro 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
                    • 7 min
                  • Big 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
                        • 8 min
                      • Stronger 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
                            • 8 min
                          • How could FED actions impact Global Real Estate Index?

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                            🎯 UBS Global Real Estate - Global Real Estate Bubble Index 👇

                            • DEFLATING BUBBLES
                            • PRICE CORRECTIONS ACROSS THE BOARD
                            • DEMAND SHOWS GREEN SHOOTS

                              • 🎯 Charles Schwab - FOMC made a few modifications to its statement 👇

                              • ARE WE AT THE PEAK IN THE FEDERAL FUNDS RATE FOR THE CYCLE
                              • SUMMARY OF ECONOMIC PROJECTIONS
                              • JEROME POWELL’S COMMENTS
                                • 8 min
                              • Is soft landing possible yet? (VIX Update)

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                                🚨 Pictet Wealth Management - Is soft landing possible yet? 👇

                                • WHAT DOES FOMC THINK ABOUT RATES CUT?
                                • GPD GROWTH FORECAST

                                  • 🚨 Moody’s Analytics - VIX and APAC region update 👇

                                  • VIX HITS ITS LOWEST VALUE
                                  • VIX REFLECTS OPTIMISM FOR INVESTORS
                                  • FINANCIAL CONDITIONS MOMENTUM
                                  • EAST ASIA CONTINUE TO EXPAND. BUT THE EXPANSION IS SLOWING
                                    • 8 min
                                  • Global Markets Update (40-year downtrend broken)

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                                    🚨 Bank of America - 40-year downtrend broken 👇

                                    • WORLD NOMINAL GROWTH IS LIKELY TO GROWTH TO 5%
                                    • INFLATION TARGET REVISIONS
                                    • LONG TERM STRUCTURAL SHIFT

                                      • 🚨 T.Rowe Price - Global Markets Update 👇

                                      • FED WILL REMAIN ON HOLD FOR THE REST OF THE YEAR?
                                      • WHAT IS HAPPENING IN JAPAN?
                                      • JAPAN’S UNEMPLOYMENT RATE
                                      • CHINA’S CENTRAL BANK CUT RESERVES FOR DOMESTIC BANKS
                                        • 8 min
                                      • Market expectations - The work is not finished yet

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                                        🎯 Rothschild & Co – (8 Macro Updates) The work is not finished yet 👇
                                        • UNFINISHED MONETARY TIGHTENING
                                        • INFLATION FOCUS
                                        🎯 BlackRock – (14 Critical Reads) Market expectations 👇
                                        • EARNINGS OUTLOOK
                                        • TREASURY YIELDS

                                        6 min

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