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Explorez tous les épisodes du podcast Macro Mornings 💡

Plongez dans la liste complète des épisodes de Macro Mornings 💡. Chaque épisode est catalogué accompagné de descriptions détaillées, ce qui facilite la recherche et l'exploration de sujets spécifiques. Suivez tous les épisodes de votre podcast préféré et ne manquez aucun contenu pertinent.

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TitreDateDurée
What’s Next for Your Investments?07 Dec 202400:10:30

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How Can You Invest Smarter?05 Dec 202400:10:34

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What’s the Smartest Investment Strategy for 2025?19 Oct 202400:10:27

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The deeper the recession, the deeper the earnings decline will be. Even in China??19 Dec 202200:05:53

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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
2023? Implications for Profits and Equity Markets12 Dec 202200:05:50

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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
How will be the Future’s Hotels?05 Dec 202200:05:50

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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
Stocks and bonds are rarely down at the same time28 Nov 202200:05:13

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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?
Bear Markets and Sectors update21 Nov 202200:04:29

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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.
From Disinflation to Inflation – The new postmodern cycle14 Nov 202200:06:24

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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?

Is E&M industry is poised to growth?07 Nov 202200:06:00

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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.


💡 Welcome to Macro & Business Insights08 Oct 202200:01:11

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Can AI Transform the Way You Invest in Real Estate?17 Oct 202400:11:09

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Can a Soft Landing in 2024 Lead to Stronger Returns?12 Oct 202400:11:24

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How Can You Navigate Inflation Right Now?10 Oct 202400:10:39

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How Can a Balanced Portfolio Boost Your Financial Success?08 Oct 202400:06:59

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How Can Investors Capitalize on Market Trends in 2024?03 Oct 202400:08:33

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How Can You Protect and Grow Your Portfolio in 2024?01 Oct 202400:06:16

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Is 2025 the Year for Big Returns in Stocks, Bonds, and Gold?26 Sep 202400:09:31

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How Will AI and Interest Rate Cuts Impact Your Investments?24 Sep 202400:06:22

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How Do Smart Investors Thrive in Uncertain Markets?17 Sep 202400:07:52

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Is Your Portfolio Aligned with Global Trends?03 Dec 202400:10:36

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What Makes India's Economy the Next Big Investment Opportunity?08 Aug 202400:09:31

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What Investment Strategies Will Dominate the Next 18 Months?01 Aug 202400:09:12

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Smart Moves for Investors Now?30 Jul 202400:09:30

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What Makes 2024 a Stock Picker's Paradise?25 Jul 202400:12:21

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How to Navigate Global Equities?23 Jul 202400:11:14

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How Will the 2024 US Election Impact Your Investment Strategy?18 Jul 202400:11:08

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How Will Europe’s Risks Affect Your Portfolio?16 Jul 202400:10:35

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How Will Disinflation Shape the Future of U.S. Markets?11 Jul 202400:07:04

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How Should You Invest Now?09 Jul 202400:12:18

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Are Geopolitical Tensions Creating New Opportunities for Investors?04 Jul 202400:09:36

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Can ETFs and Blockchain Revolutionize Your Portfolio?28 Nov 202400:10:47

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How Central Bank Policies Shape Your Investment Strategy?27 Jun 202400:09:48

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How Can Artificial Intelligence Transform Your Portfolio?20 Jun 202400:08:51

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Is Your Portfolio Ready for 2024's Market Shifts?11 Jun 202400:10:04

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How Can You Benefit from the Rising Trends in Global Markets?06 Jun 202400:10:35

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How Should You Adjust Your Portfolio Amid Geopolitical Risks?04 Jun 202400:08:04

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Can Investors Navigate Inflation and Still Find Growth in 2024?28 May 202400:07:36

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Can US Consumer Spending Withstand Slowing Economic Growth?23 May 202400:06:08

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How Will the Fed's Steady Rate Impact Your Investment Strategy?21 May 202400:05:59

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Can US Markets Maintain Their Resilience in a High Interest Rate Environment?16 May 202400:05:46

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How Will the Fed's Rate Decisions Impact Your Investments in 2024?14 May 202400:07:26

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Where Are Today’s Best Investment Opportunities?26 Nov 202400:12:32

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How Global Events Shape Our Financial Future07 May 202400:04:04

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Understanding Inflation, Interest Rates, and Global Markets30 Apr 202400:05:41

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Warren Buffett did know this (Macro Update)05 Mar 202400:07:01

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🎯 Japan is resurging 👇

  • WORLD’S OLDEST POPULATION
  • NIKKEI IS RESURGING
  • JAPAN MAY PRESENT OPPORTUNITIES

🎯 Resilience in 2024 (First cut in May) 👇

  • THE FED COULD START CUTTING IN MAY
  • THE FED PATIENCE
  • EASING RECESSION FEARS
How to look markets when extreme greed? (Macro Update)27 Feb 202400:05:25

💡 Join with Thousand of Investors, Economic Professors and aspiring Finance Student 👉⁠⁠⁠⁠⁠ ⁠⁠⁠⁠IT'S FREE 🎯 What the markets are looking for? 👇

  • RISK ASSETS WERE BOOSTED BY SOFT-LANDING OPTIMISM
  • RATES PULLED BACK
  • LINGERING WORRIES HAD LIMITED MARKET IMPLICATIONS

🎯 What really matters? 👇

  • CURRENT MACRO REGIME
  • WHAT IS THE MARKET SENTIMENT
  • WHAT REALLY MATTERS?
Why Japan in 2024? (Macro Update)20 Feb 202400:06:15

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🎯 The real point is between Nations Fragmentation 👇

  • THE POINT IS THE GEOPOLITICAL FRAGMENTATION
  • RISK MOMENTUM
  • BLACKROCK CONVICTION

🎯 Japan: improving governance and profitability 👇

  • Japan Remains An Under-Owned Equity Market Globally
  • JAPAN OPPORTUNITIES
  • INVESTING IN 2024?
4 Worries and Optimisms in 2024 (Macro Update)13 Feb 202400:08:13

💡 Join with +15,000s Investors, Economic Professors and aspiring Finance Student 👉⁠⁠⁠⁠⁠ ⁠⁠⁠IT'S FREE 🎯 What’s real in store for 2024? - (Macro Update) 👇

  • 4 BIG WORRIES FOR 2024
  • 3 REASONS FOR OPTIMISM
  • IMPLICATIONS FOR INVESTORS

🎯 More news for the bond market - (Impressive Insights) 👇

  • SOFT LANDING IN 2024
  • FED BALANCE SHEET PROSPECTS
  • TREASURY AS A BOOST
Reasons why the FED may disappointing rate cuts markets expect (Macro Insights)06 Feb 202400:07:39

💡 Join with +15,000s Investors, Economic Professors and aspiring Finance Student 👉⁠⁠⁠⁠⁠ ⁠⁠⁠IT'S FREE 🎯 FED may not be able to deliver the rate cuts markets expect - (11 Must Updates) @BlackRock 👇

  • INFLATION COMING DOWN
  • SOFT ECONOMIC LANDING IS POSSIBLE
  • FED MAY NOT BE ABLE TO DELIVER THE RATE CUTS MARKETS EXPECT

🎯 Central Banks Update - (Monetary Policy) @Franklin Templeton 👇

  • FED: AN UNEXPECTED SHIFT IN TONE
  • ECB: WAITING FOR LABOR MARKET DATA
  • BANK OF JAPAN: CRAWLING TOWARD NORMALIZATION
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