by Jacques Lemoisson | Jan 6, 2021
Now, the steepening of the US curve is back to the Trump election day level. Just bear in mind that the S&P500 is up by 78.7% from this date… Good to know… A bear steepening could be devastating for asset allocations. If you add the acceleration of the...
by Jacques Lemoisson | Jan 6, 2021
I pointed out many times the danger around the gap of temporality between what the markets priced and the reality. It seems that the markets are thinking to be immune… All around the world, production and logistic issues are joining the mistrust regarding...
by Jacques Lemoisson | Jan 5, 2021
The FDA, after the WHO, is warning false results from Covid tests… Not the right timing when Governments (populists one in first) are all-in with vaccines. Billions would have been more efficient in new generation of tests and treatments. Health policies are...
by Jacques Lemoisson | Jan 5, 2021
In a previous post, I mentioned to catch the 3 Chinese telco giants on the last sales movements of yesterday. In the end, these delisting would not be a big deal due to the outstanding local market and the 5G. Now the NYSE said that is a no plan to delist the 3 giants...
by Jacques Lemoisson | Jan 3, 2021
The mistrust about vaccines is important and spreading fast. Credibility is key and this weekend was catastrophic: 1 – the U.K. proposes to mix vaccines 2 – the U.K. postpones the second shot when the vaccine was created and validated with 2 shots and 3...
