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 | Jan 2, 2023
Outlook 2023 AN Outlook 2023 FR Share...
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 7, 2021
The divergences are stark. India will end 2021 with a gross domestic product that’s 5.2% smaller than it would have been otherwise, according to forecasts by Bloomberg Economics. Indonesia’s output will be 9.2% smaller than its pre-crisis trend foretold. The U.S.?...
by Jacques Lemoisson | Mar 19, 2021
This report validated our approach, illustrated by the process applied to our China Decarbonization 2060 thematic. Our approach is dictated by the costs before to selected the right investable assets. The European Central Bank has identified “a major source of...
by Jacques Lemoisson | Feb 3, 2021
Only History will judge if Mario Draghi has been superb or not. From my humble point of view, the former Goldman boy just initiated the biggest bubble in Finance on Earth and “japanified” the Eurozone… He never solved any problems, he just postponed...
