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 27, 2021
Let me be clear about ETF. ETF should stay a passive investment vehicle. I started to build asset allocation via ETFs 15 years ago for Pension and Insurance funds. I always advocated that “smart” beta ETF could be dangerous, misleading investors in a kind...
by Jacques Lemoisson | Feb 26, 2021
The optimism fueling the NASDAQ’s rise of today should tamper with this news. Anyway, all states around the world will chase cash tempting to reduce their deficits. Households will pay the bill one day or another, but the quick-win will be to tax 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
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....
