by Jacques Lemoisson | Feb 25, 2021
And for Powell, no sign of inflation in the disruption of the Global Supply Chain… Everyone is focus on which asset to buy fitting Climate Change strategies, but investors should be attention to the liabilities… Water quality “is extremely critical...
by Jacques Lemoisson | Feb 25, 2021
Interesting comments after the feel-good speech of Powell, yesterday… Powell says may take more than three years to hit Fed’s inflation goal. … The Fed has said it will not raise interest rates until inflation has exceeded 2% … I wrote about my...
by Jacques Lemoisson | Feb 24, 2021
The speech of today was far more interesting than the previous one!!!! Some real important comments : 1 – He said this will be the year in which the FED engages with public on Digital Dollar!!! Exactly as expected and shared in our previous Global Macro Insight....
by Jacques Lemoisson | Feb 24, 2021
As mentioned in previous Global Macro Insight, A new Cold War is engaged between the USA and China. The global supply chain will have to digest it and inflation is nesting in this environment. U.S. President Joe Biden is set to sign an executive order as early as this...
by Jacques Lemoisson | Feb 21, 2021
Overseas demand for chips used in smartphones, artificial intelligence and high-performance computing has helped fuel an appreciation of more than 7% in the Taiwan dollar versus the greenback over the past 12 months, even as the central bank worked to slow gains. The...