by Jacques Lemoisson | Apr 15, 2021
As JP Morgan figures, the Chine GPD, published tomorrow morning, will be fantastic for sure… The question is: What will be the market reaction figures are “too” outstanding? JP Morgan’s price goes south after the publication. Some rumors in...
by Jacques Lemoisson | Apr 15, 2021
The title of our daily Global Macro Insight was today: Markets confusing Lower Credit Costs with No Credit Risks + IPOs are an Omen. Your scribe shares with you a chart that reminded him of his early years in the equity markets. The ETF IPO is handy, we didn’t...
by Jacques Lemoisson | Apr 13, 2021
Bad news about side effects could derail vaccination policies… If you add the same issue officially highlighted by EMA with AstraZeneca vacinne+ The Brazilian study demonstrating the low efficiency of SINOVAC + The pandemic completely out of control in Brazil...
by Jacques Lemoisson | Apr 13, 2021
U.S. consumer prices climbed in March by the most since 2012, adding to evidence of budding inflationary pressures as the economy reopens and demand strengthens… After the hugely inflationary Chinese PPI + the extraordinarily huge Chinese export figures,...
by Jacques Lemoisson | Apr 11, 2021
In partnership with Quantilia, GATE Advisory developed a range of Quantamental risk metrics benefiting from my 25 years of experience in finance. Our liquidity risk metric is flashing red over the last weeks and hereafter, some current figures justifying the...
