by Jacques Lemoisson | Oct 10, 2023
Somes extracts : Given the last point, your scribe believes that while condemnations are almost unanimous, most Western countries will do everything possible to prevent the conflict from spreading to other countries. Since the Yom Kippur War and throughout the...
by Jacques Lemoisson | Oct 10, 2023
Some extracts Your scribe insists we are only in the Great Normalization of our Western economies. After years of dependence on central bank liquidity, making a monkey able to build an asset allocation … It’s not the “why,” as Powell has...
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 26, 2023
Some extracts: To be clear, your scribe believes that we are almost at the dawn of the October rally and that, given the extreme positioning of shorts, fundamentals will not carry much weight. For the record, our Global Macro’s two best performances in...
by Jacques Lemoisson | Jan 2, 2023
If 2022 was challenging, the new year should keep the tone. We thanks our clients for their trust. Our Global Macro strategy reached 43.89% in 2022, and every day our Global Macro Insight paves the way for our clients, helping them to navigate this complex new...
by Jacques Lemoisson | Jan 2, 2023
Outlook 2023 AN Outlook 2023 FR Share...
