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Macro Mornings 💡 episodes
- Global Economy Update with German & China Focus
💡 If you wanna receive Exclusive Updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
🎯 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 EQUITIES8 min - Strong Move in Equity Markets Before Recession
💡 If you wanna receive Exclusive Updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
🎯 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 RECESSION8 min - Update and BOJ leaves ultra-loose monetary policy
💡 If you wanna receive Exclusive Updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
🎯 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 VIEW7 min - The job is not finished yet and Economic troubles on the streets
💡 If you wanna receive Exclusive Updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
🎯 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 MARGINS6 min - Markets remains Constructive in the long term?
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
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
8 min - Financial Markets in the next 5 years?
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
🎯 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
7 min - 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 INCOME10 min - Inflation 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 👇
11 min - 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 MARKET11 min - The Dollar is here to stay 👇 China is opening Back 👇 Respect to the Economy & Markets
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
🚨 (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 👇10 min
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