by Jacques Lemoisson | Oct 2, 2023
Some extracts : – On Friday morning, your scribe had shared, “Now, the optimal take-off zone seems to be around October 15, which leaves us with a few more complicated days ahead if the bond markets don’t calm down unless the CTAs (whose asymmetry is...
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 | 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...
