Macro Mornings 💡

Macro Mornings 💡

By AlessandroBusinessInvesting
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Macro Mornings 💡 episodes

  • Is 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
      • 6 min
    • What 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
        • 7 min
      • The new Asian Currencies

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        1. Why institutional reports are bullish on the yen?
        2. Japans monetary policy is different with yield curve control actions
        3. How new Japanese consumers can change
          4. 7 min
        4. How to approach into this macroera?

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          1. Approach to real assets
          2. Consumers currently are spending more of their incomes than usual
            3. 6 min
          3. Historical market bottoms

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            1. Let’s introduce the quality and value resilient factor
            2. What is the path forward with inflation & interest rates
            3. How investors could behave in this challenging market
              4. 7 min
            4. 3 scenarios for 2023

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              1. Let’s try to shape 2023 road map
              2. 3 likely scenarios may happen this year
              3. Asset Performance in the 3 scenarios
                4. 7 min
              4. Recession YES or recession NO?

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                1. Is this hiking cycle will led us to a recession?
                2. Which Arguments are in Favor & Against of a US Recession
                3. Which Prospective Total Returns can we expect in 2023?
                  4. 7 min
                4. Is the FED making the same mistake of 70s?

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                  1. Is the 7% the solution that will solve the inflation problem?
                  2. Why these days are different than the 70s
                  3. How could behave risky assets in 2023
                    4. 7 min
                  4. What’s after inflation?

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                    1. Let’s see how much the markets are pricing the peak of interest rates and when.
                    2. How long the federal funds rate could stay at its peak.
                    3. And what we could expect by US or International Stocks in 2023?
                      4. 6 min
                    4. India Set To Become 3rd Largest Economy By 2029

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                      1. Why India’s economy future is poised to growth well?
                      2. India’s GDP could more than double by 2031
                      3. Why can we expect that India will become the third largest stock market by 2030
                        4. 6 min

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