Overviews > Outlooks: Annual Macro
2024 Macro Outlook PDFs. capitalstrategy.substack.com/m markets, capitalstrategy.substack.com/e events, capitalstrategy.substack.com/cities
NORTH AMERICA
JP Morgan shorturl.at/eltPT
JP Morgan Private Bk shorturl.at/eyzHK
Goldman Sachs shorturl.at/gqLX2
Goldman Sachs AM shorturl.at/mCSW1
Morgan Stanley shorturl.at/jlmzA
Bank of America shorturl.at/iuxyF
Bank of America PvtBk shorturl.at/ajsv7
Citi shorturl.at/puW07
Wells Fargo t.ly/2bF1E
BNY Mellon t.ly/BCLLT
State Street t.ly/p47tE
Lazard t.ly/ZkkUm
T Rowe Price. t.ly/e9b3d
TD Securities www.rb.gy/nnjx81
RBC Capital Markets www.rb.gy/0guz6u
Charles Schwab www.rb.gy/lzcgh4
EU BANKS
UBS www.rb.gy/r6vi0m
HSBC www.rb.gy/43mdwp
Deutsche Bank lnkd.in/eVsPCNVR
Barclays lnkd.in/ec8WyWP3
BNP Paribas lnkd.in/erFVwJKR
Lombard Odier CH lnkd.in/ePHr8mK4
Macquarie Group AU lnkd.in/enqQSUmB
ASSET MANAGERS
BlackRock lnkd.in/eSxDA_bR
Fidelity lnkd.in/eB6tJZb4
Capital Group lnkd.in/ehH2jW3a
Vanguard lnkd.in/e8Fnrs2C
Invesco US lnkd.in/egzQrPAu
Amundi lnkd.in/ei6QXd7n
M&G plc lnkd.in/e_PaFDwR
Man Group lnkd.in/edXtr7NP
Wellington Managmt lnkd.in/exnzD8_E
Legal & General (LGIM) lnkd.in/e7hjAkx6
Schroders lnkd.in/ewiRsg-t
Deutsche Bank .Wealth lnkd.in/efw_cwRd
Allianz lnkd.in/ehuSey7i
AXA IM lnkd.in/e4iDZ9_M
PIMCO lnkd.in/eKA7hdBB
Julius Baer (L/T) lnkd.in/eaN5EfJV
Pictet lnkd.in/eziFnGU8
Cambridge Associates lnkd.in/eTHqAe4w
PRIVATE EQUITY
KKR lnkd.in/e_m6UE5F
Blackstone lnkd.in/edyFqR63
BlackRock (Private Mkt) lnkd.in/eiGcGCfy
Apollo Global lnkd.in/eCHMuRvV
AUDIT, CONSULTING, AGENCIES, UNI’s, Think Tanks, MNCs, Feds
PwC lnkd.in/ebENpssC, EY lnkd.in/ewKh8m9m, Deloitte lnkd.in/e9Vz8dKU
BCG Boston Consltg Group lnkd.in/eDsnJRfQU, McKinseyGI
S&P,Platts Moodys, Fitch, Economist Intel Unit, Bloomberg Intel, LloydsInsurance
MIT Stanford Harvard Princeton Berk CalTc Yale; Oxfrd Cambrg Imperial LSE UCL KCL
RIIA Brookgs CSIS IISS Hoover Carnegie Rand Cato Heritage CAP PIIE CFR WW MI
TSLA,SpaceX NVDA GOOG MSFT AAPL META AMZN ASML AVGO TSM IBM LMT
NASA DARPA ARPA-H CIA DoS,D,C,E,J,T Fed; FCDO MI6 GCHQ BoE; ECB; NATO
CapitalStrategy.substack.com/m markets
CapitalStrategy.substack.com/e events
CapitalStrategy.substack.com/cities
SellSide/iBank PDFs: JPM BAML GS MS Citi Wfc Jef Ab Evr Laz; Rbc Td Bmo CibcWG;
UBS BARC HSBC DBk BNP SG; clsa uniCr keplerBaer nwg lyg rabo ing natixis stan;
NMR MUFG MFG DaiwaSmbc; MQG Cba Anz Wbc Nab; icici kotakMahindra;
RenCap btpPactual itub bbv; dbs uob; citic huarong icbc/sBk; sberbank vtb; emNbd
Key Periodicals: Daily: FT:UK,US,EU,Asia WSJ NYTimes WaPo GuardianUk,us AFR.au FinancialPost.ca Politico LATimes TelegraphUk IndepdntUk iUk HoustonChronicle BostonGlobe Globe&MailCA SanFranChron ChicTrib StraitsTimes.sg, Japan Times;
EMs: SCMP GulfNewsAE ArabNewsSA ET,BS.in JerusalemPostIL CnDly MoscowTms
Weekly: Nature, Science, New Scientist, AmSci, SciNews, TechLifeNews, Tech Advisor; ECONomist, BLOOMbgBizWk, Barrons, Global Capital Uk, The Week US &UK, PoliticoEu, Time, Newsweek, Washington ExaminerR, National Review2wR, The Nation2wL, SpectatorUkR, NewStatesmanUkL SharesUk, MoneyWeekUk;
Monthly/+: MIT Tech Rvw 2M, Scientific AmericanM, ScientistQ, BbcSciM, WiredM, TechMagM, TechnologyM, TechnowizeM, Discover Sci2M, Eureka2M, Popular SciQ, WirelessQ;
HBR2M, MIT Sloan MgmtQ, IFR ukM, EuromoneyUkM, The BankerUkM, Financial NewsUkM, EuBizRvwUK2M, Fortune2M, Forbes2m, BloombergMarketsUsM, EntrepreneurUsM, IncUs2M;
FOReign AFFairsUs2M, Foreign PolicyUsQ, AtlanticUsM, Intl Affairs Jrnl Riia Uk M, [Brookings ReviewUsQ], PerspectiveUkQ, ReasonUsM, ProspectUkM, CriticUkM, New PhilosopherUkQ, Philosophy NowUk2M, NatGeo Hist2M, History TodayUkM, Natural HistoryUsM, CnReportInQ
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