by Jacques Lemoisson | Apr 26, 2021
Not a surprise for us and our Global Macro Insight Subscribers. Inflation is gaining traction. Executives at Coca-Cola, Chipotle, and appliance maker Whirlpool, as well as household brand behemoths Procter & Gamble and Kimberly-Clark, all told analysts in earnings...
by Jacques Lemoisson | Apr 15, 2021
As JP Morgan figures, the Chine GPD, published tomorrow morning, will be fantastic for sure… The question is: What will be the market reaction figures are “too” outstanding? JP Morgan’s price goes south after the publication. Some rumors in...
by Jacques Lemoisson | Apr 4, 2021
Chinese new home sales surged 133% in January and February this year, while property investment rose 38%. That demand helped push real estate loan growth up 14%, a seven-year high, over the same period China’s medium-to-long-term consumer loans, comprised mainly...
by Jacques Lemoisson | Mar 20, 2021
As mentioned in my previous Global Macro Insight, markets have three Damocles swords over their heads: Short Dollar, Short Volatility, and Long US 10Y… Our positioning has been long dollar since the beginning of the year. Now, the short dollar is imploding. I am...
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 1, 2021
A joke? And with more history, the reversal trend is not on the buy side And this news was one of the major excuses to purchase stock markets… the ECB and the FED would be supposed to announce the same: more QE??? But for what kind of effect??? To sum up: track...