by Jacques Lemoisson | May 20, 2021
The supply chain squeeze being felt across many parts of the manufacturing sector is set to hit profit margins at Cisco Systems in the current quarter. The warning wiped nearly 6% from Cisco’s shares in after-market trading, despite stronger than expected financial...
by Jacques Lemoisson | Apr 29, 2021
The title of my today Global Macro Insight was: Pedal to the Metal while Inflation and Transition Curves are arriving fast!!! POWELL and BIDEN are racing on the hedge, just like driving a NASCAR, with 900HP on the rear wheels, on the ice… POWELL is full easing...
by Jacques Lemoisson | Apr 26, 2021
In a previous post, I exposed my happiness to assist at what is happening in Miami and Florida. Hedge Funds and Private Equity firms are coming, Tech giants are moving top managements there. I shared my vision in 2015 about the why the what and the how of the US...
by Jacques Lemoisson | Apr 26, 2021
Not a surprise for us and our Global Macro Insight Subscribers. Inflation is gaining traction. Executives at Coca-Cola, Chipotle, and appliance maker Whirlpool, as well as household brand behemoths Procter & Gamble and Kimberly-Clark, all told analysts in earnings...
by Jacques Lemoisson | Apr 15, 2021
The title of our daily Global Macro Insight was today: Markets confusing Lower Credit Costs with No Credit Risks + IPOs are an Omen. Your scribe shares with you a chart that reminded him of his early years in the equity markets. The ETF IPO is handy, we didn’t...
by Jacques Lemoisson | Apr 13, 2021
Bad news about side effects could derail vaccination policies… If you add the same issue officially highlighted by EMA with AstraZeneca vacinne+ The Brazilian study demonstrating the low efficiency of SINOVAC + The pandemic completely out of control in Brazil...
