🚨 Get your (October Macro Research)
👇 Save 1000s Hours
💡 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!
Save 1000s Hours…This special list is prepared only for my readers. Get your October Research list to save 1000s of hours and accelerate your knowledge and stay updated with the financial markets.
🚨 Choose your bests to read (all in one place)
Alliance Bernstein - Macro Outlook - Fourth Quarter 2024 👉 Click here
BlackRock - Real estate looks brighter after rate hit 👉 Click here
BlackRock - Taking Stock: Q4 2024 Equity Market Outlook 👉 Click here
BlackRock - Seizing on fixed income swings 👉 Click here
Blackstone - Choose Optimism | The Connection 👉 Click here
Charles Schwab - What Will Fed Rate Cuts Mean for the U.S. Dollar? 👉 Click here
Citi Global Private Bank - Stay overweight US equities into year-end 👉 Click here
DBS Bank - China stimulus to the fore 👉 Click here
Fisher Investments - Market Perspectives Review 👉 Click here
Franklin Templeton - Allocation Views - Holding safe harbor 👉 Click here
Franklin Templeton - Navigating fixed income through Fed policy shifts 👉 Click here
Franklin Templeton - The Future of Investing: 2024/25 👉 Click here
Franklin Templeton - Global Fixed Income Perspectives 👉 Click here
Goldman Sachs Asset Management - Investors may have opportunities to buy the dips in the stock market 👉 Click here
Goldman Sachs Asset Management - When Bulls Get More Bullish 👉 Click here
Goldman Sachs Asset Management - Post-Election Economic Policies 👉 Click here
Goldman Sachs Asset Management - Long-term return forecast for US equities 👉 Click here
Goldman Sachs Asset Management - On The Cutting Room Floor October 2024 👉 Click here
Janus Henderson Investors - Top-of-mind market risks for U.S. equities 👉 Click here
J.P. Morgan Asset Management - Guide to the Markets Q4-2024 👉 Click here
J.P. Morgan Asset Management - 2025 Long-Term Capital Market Assumptions 👉 Click here
McKinsey Global Institute - Economic conditions outlook, September 2024 👉 Click here
Morgan Stanley Wealth Management - Why Invest in Asian Private Equity? India as a Potential Breakout PE/VC Market 👉 Click here
HSBC - China’s pro-growth policy pivot and market implications 👉 Click here
RBC Wealth Management - The price of Fed rate cut success is steep, but not too steep 👉 Click here
RBC Wealth Management - Thoughts on the U.S. election An equities perspective 👉 Click here
S&P Global - US Fed's rate cut poses challenges for Japanese megabanks 👉 Click here
State Street Global Advisors SPDR - India Surpasses China in MSCI Index 👉 Click here
State Street Global Advisors SPDR - China’s Latest Stimulus: Boosting Price, not Earnings 👉 Click here
State Street Global Advisors SPDR - 10-Year Yield Climbs Against Fed Policy 👉 Click here
State Street Global Advisors SPDR - Long-Term Asset Class Forecasts: Q4 2024 👉 Click here
T.RowePrice - Oil prices rise on escalating Middle East tensions 👉 Click here
UBS - This cycle needs a new playbook 👉 Click here
UBS - Economic insights and asset class views 👉 Click here
UBS - US election: Assessing the scenarios 👉 Click here
UBS - Geostationary Orbit? 👉 Click here
Discover the Trends That Matter - VIP One-on-One Session for My Insiders
📈 As a valued member of my community, gain exclusive insights and a direct discussion with me to stay ahead of market moves. This is your chance to fully utilize your knowledge!
🏆 Don’t miss this unique opportunity: let’s discuss the latest macro developments and how to leverage them. What does this mean for you? Being part of a select group turning insights into action.
🚀 Don’t miss the chance for tailored guidance. In a dedicated session, we’ll analyze the macroeconomic landscape together, highlighting what really matters for your investment decisions.
📅 Reserve your session here → https://calendar.app.google/DFNQvEkH9C6k8Wfu6
I’M EXCITED TO HAVE YOU ON BOARD, BECOME MY FRIEND
💎 Get your Mentorship FREE here
🎙 PODCAST
Hey Alessandro, I really enjoyed your newsletter and wanted to let you know I’ve followed you—I’m looking forward to reading more! I was wondering if you’d be open to recommending each other on Substack? Let me know what you think, and I hope you have an awesome day!