by Jacques Lemoisson | Sep 28, 2023
Some extracts : We’ll come back to these various points, but first, your scribe will recall his convictions in Global Macro even though the markets no longer have any rules: Duration is the main danger in asset allocation. Markets are increasingly ripe for a...
by Jacques Lemoisson | Sep 27, 2023
Some extract : Yesterday was symptomatic of our markets: neither fundamentals nor positioning were the cause of asset movements (except for rates), …. According to reports, after the US banking sector experienced a period of turbulence earlier this year, total...
by Jacques Lemoisson | Sep 27, 2023
Over the past 10 years, some of the world’s richest have more than doubled their investments in apartments globally, with a particularly heavy emphasis on the U.S, Bloomberg reported, citing research from Knight Frank. With oversupply being an issue in the...
by Jacques Lemoisson | Sep 26, 2023
Some extracts: To be clear, your scribe believes that we are almost at the dawn of the October rally and that, given the extreme positioning of shorts, fundamentals will not carry much weight. For the record, our Global Macro’s two best performances in...