by Jacques Lemoisson | Jan 31, 2021
According to Morgan Stanley’s prime brokerage, the drop in hedge funds’ exposure last Wednesday was historic, according to a rule of thumb for a normal distribution of statistical data. At 11 standard deviations away from the mean in data going back to 2010, this...
by Jacques Lemoisson | Jan 29, 2021
The vaccine was 57 per cent effective in South Africa, where the 501.v2 variant first emerged, compared with 72 per cent in the US and 66 per cent in Latin America. That’s not great even if countries need a bigger number of vaccine producers. Moderna is reducing...
by Jacques Lemoisson | Jan 28, 2021
Lots of people are talking, posting, and tweeting, but sometimes, we need to look into the mirror what we wrote. The Global Macro Insight is only available via subscription for good reasons, and the main one is added value. I just listed what your scribe wrote into...
by Jacques Lemoisson | Jan 26, 2021
If you already think that ESG and decarbonization would not generate inflation, Larry Fink just marks the beat! On Tuesday he warned the companies it invests in that they need to show how they will be able to survive in a world aiming for net-zero carbon emissions by...
by Jacques Lemoisson | Jan 23, 2021
A new era in the US administration communication. The all-good spread by Kudlow and well relayed by CNBC is over. White House economic adviser Brian Deese said Friday that the United States risks falling into a “very serious economic hole” without decisive...
by Jacques Lemoisson | Jan 19, 2021
The FMI, the World Bank, the ECB, the BOJ, the FED, the US Congress, and now the US Treasury are all chaired by Babyboomers who overpassed the normal age of retirement. Your scribe is 52 and honestly, he is tired to have passed all his life cleaning up all mistakes of...
