by Jacques Lemoisson | Feb 20, 2021
This was the title of my last Global Macro Insight. Here some quotes : “The title of course refers to the MOVE Index (the VIX of US Treasury bonds). The first graph that your scribe wishes to share this morning concerns the concomitance of the rise in the...
by Jacques Lemoisson | Feb 20, 2021
House Democrats on Friday unveiled a gargantuan $1.9 trillion coronavirus relief package, the first step of codifying the proposal crafted by President Biden’s administration. Yellen is in the backstop and wants a really big plan. She is sitting on $1.5tn of...
by Jacques Lemoisson | Feb 18, 2021
GATE ADVISORY is specialized in innovative thematic, not only in their characterization but also we are innovative in the asset and sector allocation process. Hydrogen is a special thematic for the founder of GATE Advisory. He is Aeronautical Engineer and the...
by Jacques Lemoisson | Feb 18, 2021
Chinese Foreign Minister Wang Yi has accused developed nations of stockpiling large quantities of Covid-19 vaccines, leading to inadequate supply for poor countries, and hit back at attempts to politicize the pandemic. As mentioned in the previous GMI, the...
by Jacques Lemoisson | Feb 17, 2021
We should pay attention to this… This kind of rhetoric will become common in the coming months. The South African Reserve Bank has cut its policy rate five times since the beginning of last year to a record low to support an economy that contracted the most in...
