by Jacques Lemoisson | Feb 21, 2021
But on Saturday, traders in the relatively small and obscure world that is the physical gas market were singularly focused on one very big problem: exchanges were demanding more collateral because of the volatility. Some traders looking to raise more collateral...
by Jacques Lemoisson | Feb 20, 2021
House Democrats on Friday unveiled a gargantuan $1.9 trillion coronavirus relief package, the first step of codifying the proposal crafted by President Biden’s administration. Yellen is in the backstop and wants a really big plan. She is sitting on $1.5tn of...
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 17, 2021
We should pay attention to this… This kind of rhetoric will become common in the coming months. The South African Reserve Bank has cut its policy rate five times since the beginning of last year to a record low to support an economy that contracted the most in...
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 | Feb 15, 2021
This is one of the investment axes in my China Decarbonization 2060 portfolio. But there is no free lunch… ArcelorMittal, Europe’s biggest steelmaker, has estimated that decarbonizing its facilities on the continent in line with the EU’s drive to eliminate net...
