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:

April 17, 2023Central Banks – What are the lessons from the 1970s?
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Will (and can) central banks tolerate stronger growth?

500,000 Jobs created what it means?

What are the lessons from the 1970s?

Shift in monetary policy vs 1970s

Highlights Ahead, what we are waiting for?

Biggest US Bank failure since 2008

Growth vs. Value
...more
11min
April 11, 2023Review of markets during the first months of 2023
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Review of markets over February 2023

Yielding curve movements

Some Economic News

JP Morgan view

Global Equities & Non-US developed market equities

Currency update

Is a good landing possible?
...more
9min
April 03, 2023Fixed Income Update – How Market Concentration Impacts Performance
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Fixed income markets tell us a story about the health and potential future direction of the economy

Why should we monitor the credit spread on fixed income?

Let’s make a fast update on Sovereign Bond Yields

US inflation remains elevated

How Market Concentration Impacts Performance
...more
12min
March 27, 2023Market Perspectives – Rising odds of a higher interest rate
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How can we justify a 22x S&P 500 Index P/E?

Inflation set to become more digestible

Why the rally in equities looks overdone?

What could equity investors do to limit downside risk?

Rising odds of a higher interest rate
...more
11min
March 20, 2023Is business come back as normal?
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How is going on relations between US & China

What could change with the new BOJ leadership
...more
6min
March 13, 2023What the Fed wants and what markets want
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Fed gets what it wants VS Market gets what it wants

Central banks continued raising rates
...more
7min
March 06, 2023The new Asian Currencies
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Why institutional reports are bullish on the yen?

Japans monetary policy is different with yield curve control actions

How new Japanese consumers can change
...more
7min
February 27, 2023How to approach into this macroera?
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Approach to real assets

Consumers currently are spending more of their incomes than usual
...more
6min
February 20, 2023Historical market bottoms
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Let’s introduce the quality and value resilient factor

What is the path forward with inflation & interest rates

How investors could behave in this challenging market
...more
7min
February 13, 20233 scenarios for 2023
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Let’s try to shape 2023 road map

3 likely scenarios may happen this year

Asset Performance in the 3 scenarios
...more
7min

FAQs about Macro Mornings 💡:

How many episodes does Macro Mornings 💡 have?

The podcast currently has 195 episodes available.