by Jacques Lemoisson | Jun 30, 2021
In the field of military operations, my friends in the special forces have always told me that mobility is key, and especially when the situation is perilous. Inaction is often synonymous with injury or worse. Thanks to Jill Cetina (from the FED of Dallas) for having...
by Jacques Lemoisson | Mar 27, 2021
This question is really “disturbing” for some reasons : All the investment banks are muted about this… All present the excess savings as THE fuel of the consumption wave propelling the economy and the financial indices to new heights… Powell...
by Jacques Lemoisson | Mar 27, 2021
Investment in China’s green energy sector could amount to 60 trillion yuan ($9.17 trillion) as the world’s biggest carbon emitter looks to achieve its target of carbon neutrality in the next 40 years, one of the nation’s leading investment banks predicted. One-third...
by Jacques Lemoisson | Mar 3, 2021
The consensus is thinking there is no inflation cause Central banks publish that there is no inflation. Some professionals advocate that we are not in a bubble, cause the Central Banks, US treasury, and Investment banks publish that there is no bubble. Humbly, the...
by Jacques Lemoisson | Feb 24, 2021
As mentioned in previous Global Macro Insight, A new Cold War is engaged between the USA and China. The global supply chain will have to digest it and inflation is nesting in this environment. U.S. President Joe Biden is set to sign an executive order as early as this...
by Jacques Lemoisson | Feb 20, 2021
This was the title of my last Global Macro Insight. Here some quotes : “The title of course refers to the MOVE Index (the VIX of US Treasury bonds). The first graph that your scribe wishes to share this morning concerns the concomitance of the rise in the...
