The Macro Blog
Our most recent publications:
Chinese ban on Australian coal worsens China’s power cuts
Interesting article from the FT! GATE ADVISORY pays attention to geopolitics and its side-effects. In recent weeks, more than a dozen Chinese cities have imposed restrictions on electricity use as growing demand for energy owing to the country’s post-coronavirus...
Apple supply chain workers in Asia protest over unpaid wages
Very interesting new!!! Mainly questionning the methodology of ESG ranking!!!!! Of course Apple and all multinationales (the car makers for exemple) are "discovering" that suppliers have not respecting rules...
Yellen Pressed to Back Strong Dollar in Reversing Trump-Era Tone
Interestingly the short positions in USD were never so high
Update: China’s Central Economic Work Conference Vows No ‘Sudden Turns’
All details in our Global Macro Insight of Monday
FDA investigating allergic reactions to Pfizer vaccine reported in multiple states
Not good to improve vaccines’ adoption
London Begins Emergency Lockdown as U.K. Fights New Virus Strain
Subscribers of our Global Macro Insight are aware of strain occurrences and vaccines side-effects since a week! Bad for adoption! Holland stops all flights from UK. Asset allocation need to be adapted. Contact us to get info about subscriptions
Logistic issues increasing
Retail Sales, Lockdowns and Curfews
Retail Sales not good in November... December, with lockdowns, curfews, and other restrictions, will not be as good as expected... January will just be horrible... As mentioned to our subscribers this morning, December 24 and January 5 could be tough days......
China Is Willing to Share Moon Rocks With U.S., Space Official Says
Interesting times, when we are asking who is leading what????
China Eastern, China Telecom Scour the Skies for New Income With Internet Tie-Up
Our Global 5G thematic carries 40% of Chinese stocks, why? Read this!
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