by Jacques Lemoisson | Sep 26, 2023
Some extracts: To be clear, your scribe believes that we are almost at the dawn of the October rally and that, given the extreme positioning of shorts, fundamentals will not carry much weight. For the record, our Global Macro’s two best performances in...
by Jacques Lemoisson | Sep 24, 2023
Some extracts : The three most important facts for China, which the Western media and analyses do not relay, are : The relaxation, or even disappearance, of the hukou. The institutionalization of financial flows following the launch of private pension funds in...