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 201 episodes available.

Macro Mornings 💡 episodes:

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
February 06, 2023Recession YES or recession NO?
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Is this hiking cycle will led us to a recession?

Which Arguments are in Favor & Against of a US Recession

Which Prospective Total Returns can we expect in 2023?
...more
7min
January 30, 2023Is the FED making the same mistake of 70s?
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Is the 7% the solution that will solve the inflation problem?

Why these days are different than the 70s

How could behave risky assets in 2023
...more
7min
January 23, 2023What’s after inflation?
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Let’s see how much the markets are pricing the peak of interest rates and when.

How long the federal funds rate could stay at its peak.

And what we could expect by US or International Stocks in 2023?
...more
6min
January 16, 2023India Set To Become 3rd Largest Economy By 2029
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Why India’s economy future is poised to growth well?

India’s GDP could more than double by 2031

Why can we expect that India will become the third largest stock market by 2030
...more
6min

FAQs about Macro Mornings 💡:

How many episodes does Macro Mornings 💡 have?

The podcast currently has 201 episodes available.