Macro Mornings 💡

Macro Mornings 💡

By AlessandroBusinessInvesting
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Macro Mornings 💡 episodes

  • Is China the big player of 2023?

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    • China has a potential growth path
    • Why China is different vs other Major Economies?
    • How the China’s corporate profits will potentially behave in 2023?
      • 6 min
    • What are the consequences for investors with a recession?

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      • What investors can expect with a recession?
      • When can we see trend change in the stock market?
      • Why is not easy the Central Banks’ job?
      • When a new bull market arrive?
        • 6 min
      • Unemployment rate low (for now)

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        • What the markets is excepting about the unemployment rate
        • Why FED is in a good position to continue their way
        • Why institutional investors are already talking about the last rate hike by central banks?
          • 6 min
        • The deeper the recession, the deeper the earnings decline will be. Even in China??

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          • Why economic growth will reflect inevitably on companies’ earnings
          • Earnings remain correlated to economic growth; earnings decline as rate hikes ensue
          • In China the scenario is more dovish and in 2023 the China’s economy should growth of 3.3%
          • Economic Recessions Leads to Earnings Recessions
            • 6 min
          • 2023? Implications for Profits and Equity Markets

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            • What kind of recession we can expect for the entire year
            • How profit could impact the businesses and the economies
            • How stage 1 and stage 2 of bear market could help us in the long run
            • And How S&P has already behaved in the past with the same situation
              • 6 min
            • How will be the Future’s Hotels?

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              • How the Hotel’s industry is changing due the pandemic
              • Why some hotels has more success than others
              • How the Hoteliers is working for the Future’s Hotels
              • Let’s see finally how much money on the table for this industry there are
                • 6 min
              • Stocks and bonds are rarely down at the same time

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                • 2022 has been an anomaly, is it time for bond?
                • Keep high your attention with Portfolio volatility, could be crucial for the long term.
                • What can happen now?
                  • 6 min
                • Bear Markets and Sectors update

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                  • Why bear markets are extremely important in your valuations.
                  • Why Higher Rates May Hurt the Economy More Than the Stock Market.
                  • Discretionary Stocks Could Rebound Well Before Earnings Do.
                  • Cheap Financials Valuations May Present an Opportunity.
                    • 5 min
                  • From Disinflation to Inflation – The new postmodern cycle

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                    · Which are the reasons that poised Value to enjoy long-term tailwinds?

                    · How can we try to harness the inflationary environments for taking the right choices?

                    · Why REITs (often seen as a defensive asset during stock market corrections) it’s demonstrating us another history this time.

                    · From disinflation to inflation, what we should know?

                    7 min
                  • Is E&M industry is poised to growth?

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                    • How E&M industry is reacting to post pandemic period and what forecasts tell us for the future.

                    • What could be the key drivers due even to the pandemic?

                    • Important to know how advertising could grow behind the evolution of E&M industry.

                    • Why streaming is becoming always more important and what we could expect by it.


                    6 min

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