by Jacques Lemoisson | Aug 18, 2021
Mr. Market is only concerned by Central Banks, no clue about Delta variant and geopolitical tensions. When Powell advocates for transitory inflation, China is closing ports, and the Taliban are taking control of Afghanistan, which is depicted by an internal memo from...
by Jacques Lemoisson | Jul 5, 2021
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by Jacques Lemoisson | May 31, 2021
China will allow each couple to have three children in a major policy overhaul to address the challenges of its aging population. The decision was announced after a Communist Party Politburo meeting chaired by President Xi Jinping on Monday. When you discussed with...
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 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,...
