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:

June 20, 2023 Debt Ceiling Done and US stocks climbed to 2023 highs, What now?
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://macrobusinessinsights.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠
🎯 Bank of America - Is the Fed Serious About a 2% Inflation Target? 👇
• INFLATION COMES DOWN
• FUTURE FED POLICY
• THE BEAR MARKET HAS NOT HIT BOTTOM
• RATE CUTS
🎯 BlackRock - U.S. stocks climbed to 2023 highs after the debt ceiling deal 👇
🎯 Moody’s Analytics - What’s behind the US Debt Limit Deal? 👇
• DEFENSE SPENDING
• IMPACT ON GDP
• US NEW HOME SALES
• INTERNATIONAL TRADE DEFICIT
• CONSUMER SENTIMENT
• PERSONAL INCOME
...more
10min
June 13, 2023Inflation is not beaten yet and there won’t be any big recession this year
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://macrobusinessinsights.substack.com/⁠⁠⁠⁠⁠⁠⁠

🎯 Moody’s Analytics
RETAIL SALES 👇

INDUSTRIAL PRODUCTION 👇

HOUSING MARKET 👇
🎯 Morgan Stanley
100bps RATE CUTS 👇

BANK CREDIT CONDITIONS 👇

INFLATION IS NOT BEATEN 👇

NO BIG RECESSION THIS YEAR 👇
🎯 BlackRock
MARKET BACKDROP 👇

STICKY INFLATION MAKES RATE CUTS UNLIKELY 👇

BLACKROCK ON INFLATION 👇
...more
11min
June 06, 2023 Do you believe it? 75bp of cumulative Fed cuts by December?
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: ⁠⁠⁠⁠⁠⁠⁠⁠https://macrobusinessinsights.substack.com/⁠⁠⁠⁠⁠⁠
🚨 Bank of America – Is this only the first of 3 inflationary lag?
• 👇 PARALLELS BETWEEN WWII AND CORONAVIRUS ERAS
• 👇 FEDERAL GOVERNMENT DEFICITS
• 👇 MONEY SUPPLY HAS GONE NEGATIVE
🚨 BlackRock Institute – The fastest rate hiking cycle since the 1980s is causing financial cracks
• 👇 THE DAMAGE
• 👇 LABOR MARKET
• 👇 UNEMPLOYMENT RATE
🚨 RBC Global Asset Management - Do you believe it? 75bp of cumulative Fed cuts by December?
• 👇 INTEREST RATES
• 👇 USD DOLLAR
• 👇 LOOKING AHEAD
🚨 ROTHSCHILD & CO
• 👇 CHINA GDP
• 👇 🇺🇸 US BUSINESS
• 👇 LABOUR MARKET
...more
11min
May 23, 2023 The Dollar is here to stay 👇 China is opening Back 👇 Respect to the Economy & Markets
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🚨 (13 UPDATES) 💲 THE DOLLAR IS HIGHLY UNLIKELY TO LOSE ITS GLOBAL STATUS OVERNIGHT
• DOLLAR’S SHARE OF INTERNATIONAL FINANCING 👇
• FINANCIAL MARKETS ARE UNPARALLELED 👇
• GLOBAL TRADE 👇
• TRUST IN THE DOLLAR 👇
🚨 (8 MUST READS) CHINA IS OPENING BACK
• CONSUMER SENTIMENT 👇
• U.S.-CHINA TENSIONS 👇
🚨 (12 UPDATES) RESPECT TO THE ECONOMY & MARKETS
• RESPECT TO THE ECONOMY & MARKETS 👇
• PATH TO EQUILIBRIUM 👇
...more
10min
May 16, 2023 Fed Should now Pivot
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• Inflation Down 🚨
• Federal Reserve Pauses
• Where Are We Going? (9 Must Critical Points) 👇
• 🚨 Default Rates
• China Stronger Than Expected Growth 👇
• Financial Condition Index 👇
• What The Market Are Pricing In? (8 Must Updates) 👇
• S&P 500 👇
• China Will Meet Or Even Exceed 5% Real (Gdp) 👇
• Recession Risk
...more
11min
May 09, 2023 A new bull market is ready to start?
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: ⁠⁠⁠⁠⁠https://macrobusinessinsights.substack.com/⁠⁠⁠⁠
• Profits Cycle Update
• Economy wide profits tend to decline more than 20% from peak to recession trough
• The FED is reaching the peak policy rate
• Inflation fight not over
• Living with Inflation
• The Beginning of the End of the Fed Tightening Cycle and Future Equity Returns
• What FED Funds Futures are telling us?
• US Economic Growth Update
• Economy’s resilience
...more
11min
May 09, 2023 Macro Picture – US, China & EU
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: ⁠⁠⁠⁠https://macrobusinessinsights.substack.com/⁠⁠⁠
• Pushing inflation to target now calls for a major recession
• US Economy, Outlook and Risks
• China Economy, Outlook and Risks
• EU Economy
• Global Macro Outlook
• What if the Banking Crisis Is Not Over?
...more
11min
May 02, 2023 Economic cracks, Will it change the direction of Federal Reserve policy?
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: ⁠⁠⁠https://macrobusinessinsights.substack.com/⁠⁠
• Something broke. How the Fed and Markets could translate it into the economy?
• Two more hike rates in US. Will be the last two ones?
• U.S. stocks and economy update
• Fastest pace of rate hikes in decades since 1980. Are we ready for the consequences?
• Is a credit crunch looming?
• Global stocks and economy among the Group of Seven (G7) economies
• The impact of tighter monetary policy on credit conditions
• S&P 500 Index Financials industry-level composition
...more
11min
April 28, 2023More dovish or more hawkish?
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: ⁠⁠https://macrobusinessinsights.substack.com/⁠
How the markets are reassessing the interest rates

Let’s see the inverted curves are an accurate predictor of fate

Little update on financial sectors and their cyclicality

The tradeoff for the Central Banks between crushing activity or living with inflation

US personal consumption expenditures

Some economy updates

BoE hikes interest rates after surprise surge in inflation

Japan’s inflation remains high, but price pressures ease
...more
11min
April 24, 2023Financial cracks seem arrived, and now?
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: ⁠⁠https://macrobusinessinsights.substack.com/⁠
Update Macroeconomic Overview

Financial cracks, is arrived or not yet?

Macro outlook and interest rates cycle

Tighter credit conditions

It's not the 2008 all over again

Tightest FED policy since 1980s

Employment & Consumer Confidence spending
...more
10min

FAQs about Macro Mornings 💡:

How many episodes does Macro Mornings 💡 have?

The podcast currently has 195 episodes available.