by Jacques Lemoisson | Mar 2, 2021
Powell will talk during an event hosted by the FT on Thursday. The same day, one of the biggest political events will start in Beijing. Known as the “two sessions”, or lianghui, the annual gatherings of the Chinese People’s Political Consultative Conference (CPPCC)...
by Jacques Lemoisson | Mar 2, 2021
The biggest threat to China’s economy in 2021 would be “international price shocks”, according to the study! Welcome into the inflation world!!! As a result, many Chinese manufacturers – especially those that serve developing nations – would have to take a financial...
by Jacques Lemoisson | Mar 2, 2021
Agree!!! And the comments are echoing those from Lou Jiwei, former minister of finance highlighted in my Global Macro Insight of yesterday. China’s top banking regulator said he’s “very worried” about risks emerging from bubbles in global financial markets and the...
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 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...
