💡 New on Macro Mornings? Start here
🚨 This is part of a series designed for those who want to deepen their research independently. I gather and provide the best reports from the world’s leading investment banks, sharing them with the community. Feel free to catch up on previous emails here if you'd like to start from the beginning!
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🚨 Choose your bests to read (all in one place)
BlackRock - Structural forces playing out now 👉 Click here
BlackRock - High-for-longer shapes strategic view 👉 Click here
Columbia Threadneedle - 2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain 👉 Click here
DBS Bank - Trade War and USD 👉 Click here
DBS Bank - Melt-up risks 👉 Click here
Edward Jones - Strong momentum into 2025, but watching out for curveballs 👉 Click here
Franklin Templeton - Q4-24 The Big Picutre 👉 Click here
Franklin Templeton - Key Convictions Q4-24 👉 Click here
Franklin Templeton - Election implications for US equities 👉 Click here
Franklin Templeton - US elections - what’s next for the economy, markets and the Fed? 👉 Click here
Franklin Templeton - China’s ETF outflows captured elsewhere in Asia 👉 Click here
Franklin Templeton - ETFs and the pathway to real-world asset tokenization 👉 Click here
Franklin Templeton - 2025 equity market outlook 👉 Click here
Franklin Templeton - Expanding scope of asset management 👉 Click here
Franklin Templeton - 2025 outlook: The US dollar amid a global easing cycle 👉 Click here
Goldman Sachs Asset Management - Strategic Advisory Solutions 👉 Click here
Goldman Sachs Asset Management - Macro Strategy 👉 Click here
Goldman Sachs Asset Management - The global economy is forecast to grow solidly in 2025 despite trade uncertainty 👉 Click here
Goldman Sachs Asset Management - Markets Outlook 2025 - Trading Tails & Tailwinds 👉 Click here
HSBC - Investment Weekly 👉 Click here
HSBC - Divergent economic data 👉 Click here
J.P. Morgan Asset Management - Review of Markets over October 2024 👉 Click here
J.P. Morgan Asset Management - Multi-asset solutions strategy Report 👉 Click here
J.P. Morgan Asset Management - Europe - Guide to the Markets Q4-24 👉 Click here
J.P. Morgan Asset Management - 2025 Year-Ahead Investment Outlook 👉 Click here
Manulife Investment Management - Three macro takeaways from the 2024 US elections 👉 Click here
Raymond James - November 2024 Insights & Strategies: Striking the Right Balance 👉 Click here
State Street Global Advisors SPDR - Fed Rate Hikes Had Limited Impact on Corporate Balance Sheets 👉 Click here
State Street Global Advisors SPDR - The Tidal Wave of Global Debt 👉 Click here
State Street Global Advisors SPDR - Ripples From China 👉 Click here
State Street Global Advisors SPDR - Global High Yield Quarterly 👉 Click here
State Street Global Advisors SPDR - Economic Perspectives 👉 Click here
State Street Global Advisors SPDR - US Public Debt as Record High 👉 Click here
State Street Global Advisors SPDR - Decoding the Market Reaction to Trump’s Win 👉 Click here
State Street Global Advisors SPDR - Reflecting on 20 Years of SPDR® Gold Shares 👉 Click here
State Street Global Advisors SPDR - US Disinflation Has Further to Run 👉 Click here
State Street Global Advisors SPDR - Lofty Real Rate Expectations 👉 Click here
State Street Global Advisors SPDR - Expectation Improves for Equities 👉 Click here
T.RowePrice - First cabinet appointments emerge for Trump 2.0 administration 👉 Click here
UBS - Strategy Outlook Q4-24 👉 Click here
UBS - How will Trump 2.0 tariffs affect the global economy? 👉 Click here
UBS - Fed officials diverge on inflation risk 👉 Click here
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Disclosure
This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. This material has been prepared for informational purposes only. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.