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

Wellington Management –Is the world changing?

• 3 MAIN CHALLENGES OVER THE LAST DECADES

Barclays Private Bank – Are markets remains constructive?

• IT’S NOT GOING TO BE EASY
• AFTER THE STORM COMES THE CALM?
• MILD RECESSION ON CARDS FOR 2024
• LONG TERM VIEW
• HOWEVER, THE LONG-TERM OUTLOOK FOR EQUITIES REMAINS CONSTRUCTIVE