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All the Best for 2021!!!
GATE Advisory wishes you the best year 2021 possible. You, your family, and friends will receive : Health Love Work Even if resilience will be the word for the beginning of this year, never give up! Best Jacques Lemoisson
China Caps Bank Loans for Real Estate – Not a surprise if you read my outlook
China’s central bank and top banking regulator issued a new bank loan management mechanism Thursday to cap banks’ lending to the real estate sector in their latest effort to prevent systemic risks. For the top 4 banks, the ratio of outstanding property loans to total...
Trump factor boosts Democratic hopes in crucial Georgia races – Key for USD, US Treasuries and Inflation
Interesting article! The main phrase: "Mitch McConnell, Republican Senate majority leader, said late on Wednesday that the proposal had “no realistic path to quickly pass” in the Republican-majority upper chamber of Congress." The two run-off races in Georgia will...
Sluggish Vaccine Campaign Raises Specter of U.S. Dysfunction
As mentioned in previous posts and in my Outlook, mistrust due to logistic issues is one of the key components favoring the dichotomy of temporality between what markets priced and the timing of the real economy recovery. in addition, side-effects seem to be worse at...
Our Outlook 2021- Collision Course
As usual, the goal of this document is to propose answers to the main questions over 2021. Global economic growth: Rapid catch up (effective vaccines?) or “Groundhog Day” infection? Biden: Post-Trump Era complete shift or simple transition? The USA is back in the...
EU and China poised to agree investment pact… But US could use Uyghurs to stop it
The EU is braving the USA, taking advantage of the chaos during the transition period at the head of the American executive... This news seems good news. But as usual, the US administration is two-step ahead. Congress has already passed two texts: the Uyghur Human...
Prices of LCD panels soar by +60% as consumers stay home… Inflation!!!!
The pandemic just accelerated and is accelerating all movements in our societies and economies. Trade war, social tensions, and even inflation were there, in place, before the Covid. Inflation will be a key topic of my 2021 Strategy titled: Collision Course, not...
Beijing Warns of Potential Covid Resurgence… And Japan bans entry from all countries…
Officials in the Chinese capital have warned the public to be on high alert for Covid-19 flare-ups as several districts report new infections, including one of an employee at a U.S. tech giant. The warning comes as several districts in Beijing, including Shunyi and...
Brexit : What happen next???
Hope for the best, but prepared for the worse... Dec 25 — Ambassadors from the EU’s 27 member states will meet to review the Brexit trade deal with Michel Barnier, the bloc’s chief negotiator, on Christmas morning. The college of commissioners will propose that EU...
At GATE ADVISORY, we wish you a Merry Christmas!!!
It's been a tough year but with every hardship there is ease. May Christmas bring family and friends closer, and helps us appreciate the love in our lives we can often take for granted. May the true meaning of the holiday season fill your hearts and homes with many...
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