Macro Mornings 💡 - Alessandro

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https://macrobusinessinsights.substack.com/
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https://macromornings.substack.com/
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What’s Next for Your Investments?

Saturday, December 7, 2024 • Duration 10:30

🔔 Macro Mornings 📢 Join over +16,000 subscribers and premium insights for you - IT'S FREE: ⁠https://macromornings.substack.com/

How Can You Invest Smarter?

Thursday, December 5, 2024 • Duration 10:34

🔔 Macro Mornings 📢 Join over +17,000 subscribers and premium insights for you - IT'S FREE: ⁠https://macromornings.substack.com/

What’s the Smartest Investment Strategy for 2025?

Saturday, October 19, 2024 • Duration 10:27

🔔 Macro Mornings 📢 Join over +3,800 subscribers and premium insights for you - IT'S FREE: ⁠https://macromornings.substack.com/

The deeper the recession, the deeper the earnings decline will be. Even in China??

Monday, December 19, 2022 • Duration 05:53

💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/

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

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2023? Implications for Profits and Equity Markets

Monday, December 12, 2022 • Duration 05:50

💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/

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

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How will be the Future’s Hotels?

Monday, December 5, 2022 • Duration 05:50

💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/

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

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Stocks and bonds are rarely down at the same time

Monday, November 28, 2022 • Duration 05:13

💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/

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?

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Bear Markets and Sectors update

Monday, November 21, 2022 • Duration 04:29

💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/

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.

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From Disinflation to Inflation – The new postmodern cycle

Monday, November 14, 2022 • Duration 06:24

💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/

· 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?

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Is E&M industry is poised to growth?

Monday, November 7, 2022 • Duration 06:00

💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/

• 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.

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Macro Mornings 💡 – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Macro Mornings 💡 – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other2

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other2