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...
by Jacques Lemoisson | Feb 18, 2021
Chinese Foreign Minister Wang Yi has accused developed nations of stockpiling large quantities of Covid-19 vaccines, leading to inadequate supply for poor countries, and hit back at attempts to politicize the pandemic. As mentioned in the previous GMI, the...
by Jacques Lemoisson | Feb 16, 2021
When compared to FANGMAN, Emerging countries are offering a great source of diversification and performance. As usual, pay attention to local positioning, all are not equal in this kind of environment… Share...
by Jacques Lemoisson | Jan 31, 2021
This is one of the most important charts… Geopolitical and Social tensions are connected to this chart, even if economists are telling us that the amounts of debts are not important for the future… Guess what… My two sons are not agree… ...
by Jacques Lemoisson | Jan 31, 2021
A group of 10 moderate Republican U.S. senators urged Democratic President Joe Biden on Sunday to reconsider his $1.9 trillion COVID-19 relief package, saying they wanted a meeting to discuss a compromise that they said could win swift bipartisan support…...
