by Jacques Lemoisson | Jan 9, 2021
This announcement will be key for the US Treasuries and the USD. i address this point in my Outlook as inflationary. Biden wants to directly serve the cash to households. This action could ignite a sharp bounce of M2 velocity (which crashed last year…). The...
by Jacques Lemoisson | Jan 8, 2021
Our specificity at GATE Advisory is to link Geopolitics and investments. As mentioned in our Outlook 2021, the Global Supply Chain already imploded in 2018, due to US Tariffs, and this move was accelerated and amplified by the current pandemic. Volkswagen said last...
by Jacques Lemoisson | Dec 29, 2020
As usual, the goal of this document is to propose answers to the main questions over 2021. Global economic growth: Rapid catch up (effective vaccines?) or “Groundhog Day” infection? Biden: Post-Trump Era complete shift or simple transition? The USA is back in the...
by Jacques Lemoisson | Dec 28, 2020
The pandemic just accelerated and is accelerating all movements in our societies and economies. Trade war, social tensions, and even inflation were there, in place, before the Covid. Inflation will be a key topic of my 2021 Strategy titled: Collision Course, not...
by Jacques Lemoisson | Dec 21, 2020
In addition, in the event of large cold waves, “very short cuts” of electricity were now envisaged in France this winter. Why? 1 – The electricity sector in France is dominated by nuclear power (70%). Due to the Covid, EDF, the main French electricity producer,...
