by Jacques Lemoisson | Oct 10, 2023
Somes extracts : Given the last point, your scribe believes that while condemnations are almost unanimous, most Western countries will do everything possible to prevent the conflict from spreading to other countries. Since the Yom Kippur War and throughout the...
by Jacques Lemoisson | Oct 10, 2023
Some extracts Looking back at Friday’s session, it was one of the best days on record for our GTO (+1.6%) “We’re not safe from a surprise, so many of the employment figures are revised and skewed.” (GMI 06/10/2023). When your scribe wrote these...
by Jacques Lemoisson | Oct 10, 2023
Some extracts Your scribe insists we are only in the Great Normalization of our Western economies. After years of dependence on central bank liquidity, making a monkey able to build an asset allocation … It’s not the “why,” as Powell has...
by Jacques Lemoisson | Oct 2, 2023
Some extracts : – On Friday morning, your scribe had shared, “Now, the optimal take-off zone seems to be around October 15, which leaves us with a few more complicated days ahead if the bond markets don’t calm down unless the CTAs (whose asymmetry is...
