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...
by Jacques Lemoisson | Feb 10, 2021
Thanks to Suicide Squad, aka Central Banks and Treasury Dpts, the TINA effect benefitting to equity will become gigantic. Problems will start becoming nasty when Governments will join the duo, flooding cash in economies already drunk by the past and current oversupply...