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:

October 10, 2023How 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
...more
8min
October 03, 2023Is 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
...more
8min
September 26, 2023Global 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
...more
8min
August 08, 2023 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
...more
6min
August 01, 2023 Global Economy Update with German & China Focus
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🎯 Wellington Management – The global economy has been more resilient than expected 👇
• JAPAN REMAINS OUR TOP DEVELOPED EQUITY MARKET
• BREAKOUT OF GENERATIVE AI
• EQUITIES MARKET
• FIXED INCOME UPDATE
• INVERTED YIELD CURVE
• US BANKRUPTCIES
🎯 T.Rowe Price – German & China Update 👇
• MINUTES REVEAL HAWKISH FED OUTLOOK
• SIGNS OF WEAKNESS IN THE GERMAN ECONOMY
• UK HOUSE PRICES FALL SHARPLY AS MORTGAGE RATES RISE
• CHINESE EQUITIES
...more
8min
July 25, 2023 Strong Move in Equity Markets Before Recession
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🎯 JP Morgan Asset Management – 2Q23 Market’s Review 👇
• JAPAN FOCUS
• US FOCUS
• FIXED INCOME FOCUS
• SENTIMENT ON ARTIFICIAL INTELLIGENCE
🎯 Franklin Templeton – Strong move in equity markets before recession 👇
• STRATEGIC MIDPOINT
• SOFT LANDING
• STRONG MOVE IN EQUITY MARKETS BEFORE RECESSION
...more
8min
July 18, 2023 Update and BOJ leaves ultra-loose monetary policy
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🎯 T.RowePrice – Japan Must Update and ECB higher as never in 22 years 👇
• INTEREST RATES HIGH AS NEVER IN 22 YEARS
• JAPAN
• BOJ LEAVES ULTRA-LOOSE MONETARY POLICY UNCHANGED
🎯 BlackRock – Are Central Banks underappreciating the existing damage from hikes? 👇
• CENTRAL BANKS ARE UNDERAPPRECIATING THE CURRENT SITUATION?
• MARKET PRICING
• SHORT-TERM BOND YIELDS JUMPED
• BLACKROCK VIEW
...more
7min
July 11, 2023 The job is not finished yet and Economic troubles on the streets
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🎯 UBS Asset Management – Strategic Viewpoint 👇
• GLOBAL EQUITIES
• EX-US DEVELOPED MARKET EQUITIES
• EMERGING MARKETS
🎯 Moody’s Analytics – Troubles on the streets 👇
• TROUBLE ON MAIN STREET
• DECLINING SALES AND PROFIT MARGINS
...more
6min
July 04, 2023Markets remains Constructive in the long term?
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Wellington Management –Is the world changing?
3 MAIN CHALLENGES OVER THE LAST DECADES

Barclays Private Bank – Are markets remains constructive?
IT’S NOT GOING TO BE EASY

AFTER THE STORM COMES THE CALM?

MILD RECESSION ON CARDS FOR 2024

LONG TERM VIEW

HOWEVER, THE LONG-TERM OUTLOOK FOR EQUITIES REMAINS CONSTRUCTIVE
...more
8min
June 27, 2023Financial Markets in the next 5 years?
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🎯 PIMCO Asset Management – Global Economy and Markets over the next five years?
SECULAR HORIZON

INFLATION TARGETS

THE DOLLAR DOMINANT

🎯 RBC Global Asset Management – Global with China Update
US YIELDS

US DEBT ISSUANCE

CHINA UPDATE
...more
7min

FAQs about Macro Mornings 💡:

How many episodes does Macro Mornings 💡 have?

The podcast currently has 195 episodes available.