by Jacques Lemoisson | Jan 13, 2021
Very important comments from Lagarde relayed by Reuters : 13-Jan-2021 10:33:14 – REUTERS NEXT-ECB’S LAGARDE SAYS WANT TO ARRIVE AT DEGREE TO CLARITY, PREDICTABILITY WITH DEFINITION OF INFLATION TARGET 13-Jan-2021 10:34:09 – REUTERS NEXT-ECB’S...
by Jacques Lemoisson | Jan 11, 2021
China’s own aerospace ambitions and the geopolitical tensions that surround them could make it a turbulent ride. Traffic is 8% higher than a year ago, data by Oliver Wyman’s PlaneStats show. In the U.S. and Europe, it is still down 41% and 68%, respectively. With...
by Jacques Lemoisson | Jan 11, 2021
Now, due to the super low level of rates, a tiny bump could have catastrophic effects. As expressed in a previous post, we have a new correlation between the risky assets and Treasuries...
by Jacques Lemoisson | Jan 9, 2021
This announcement will be key for the US Treasuries and the USD. i address this point in my Outlook as inflationary. Biden wants to directly serve the cash to households. This action could ignite a sharp bounce of M2 velocity (which crashed last year…). The...
by Jacques Lemoisson | Jan 9, 2021
The new rules are designed to block any foreign restriction that “unjustifiably prohibits” Chinese citizens or companies from “engaging in normal economic, trade and related activities with a third state or its citizens,” China’s Ministry of Commerce said. The...
by Jacques Lemoisson | Jan 9, 2021
For years, I have written in my posts and outlooks my visions of the Chinese policy regarding Hong Kong and Taïwan. The box of Hong Kong is tick and now China is looking to Taïwan. Xi Jinping, on January 1st, transferred to control of the PLA from the State Council to...
