by Jacques Lemoisson | Sep 27, 2023
Some extract : Yesterday was symptomatic of our markets: neither fundamentals nor positioning were the cause of asset movements (except for rates), …. According to reports, after the US banking sector experienced a period of turbulence earlier this year, total...
by Jacques Lemoisson | Sep 24, 2023
Some extracts : The three most important facts for China, which the Western media and analyses do not relay, are : The relaxation, or even disappearance, of the hukou. The institutionalization of financial flows following the launch of private pension funds in...
by Jacques Lemoisson | Jan 2, 2023
Outlook 2023 AN Outlook 2023 FR Share...
by Jacques Lemoisson | Feb 16, 2022
Our Global Macro analysis over the past few months seems relevant. As a preamble, the de-escalation in Ukraine is the work of Russia, confirming my comments yesterday in our Global Macro Insight. The USA is now the only one to gesticulate in the zone. Geopolitical...
by Jacques Lemoisson | Jul 13, 2021
Inflation continued its rapid surge in June, rising at its fastest pace in nearly 13 years amid an ongoing burst in used vehicle costs and increases in both food and energy. The consumer price index increased 5.4% from a year ago, the largest jump since just before...
by Jacques Lemoisson | May 20, 2021
The supply chain squeeze being felt across many parts of the manufacturing sector is set to hit profit margins at Cisco Systems in the current quarter. The warning wiped nearly 6% from Cisco’s shares in after-market trading, despite stronger than expected financial...
