by Jacques Lemoisson | Apr 13, 2021
U.S. consumer prices climbed in March by the most since 2012, adding to evidence of budding inflationary pressures as the economy reopens and demand strengthens… After the hugely inflationary Chinese PPI + the extraordinarily huge Chinese export figures,...
by Jacques Lemoisson | Apr 7, 2021
The divergences are stark. India will end 2021 with a gross domestic product that’s 5.2% smaller than it would have been otherwise, according to forecasts by Bloomberg Economics. Indonesia’s output will be 9.2% smaller than its pre-crisis trend foretold. The U.S.?...
by Jacques Lemoisson | Apr 2, 2021
ARK will launch ARKX the Space Exploration & Innovation ETF… I am an aerospace engineer and I was really shocked (but not surprised) regarding the stock selection… I ticked in red the – First, this ETF is a kind of Russian doll. The second weight...
by Jacques Lemoisson | Mar 27, 2021
Iran and China have signed a 25-year agreement to expand ties as the Islamic Republic struggles to prove the resilience of its economy against decades of US sanctions. We are in a full Cold War. China, after the diplomatic disaster of the last summit in Alaska, plays...
by Jacques Lemoisson | Mar 27, 2021
The US is concerned that China is flirting with the idea of seizing control of Taiwan as President Xi Jinping becomes more willing to take risks to boost his legacy. “China appears to be moving from a period of being content with the status quo over Taiwan to a period...
by Jacques Lemoisson | Mar 21, 2021
Regulator forces ConocoPhillips and Occidental to hold shareholder votes on emissions targets… The SEC denied requests from both ConocoPhillips and Occidental Petroleum to throw out shareholder motions that would force them to lay out detailed plans for cutting...
