by Jacques Lemoisson | Apr 4, 2021
Chinese new home sales surged 133% in January and February this year, while property investment rose 38%. That demand helped push real estate loan growth up 14%, a seven-year high, over the same period China’s medium-to-long-term consumer loans, comprised mainly...
by Jacques Lemoisson | Mar 20, 2021
As mentioned in my previous Global Macro Insight, markets have three Damocles swords over their heads: Short Dollar, Short Volatility, and Long US 10Y… Our positioning has been long dollar since the beginning of the year. Now, the short dollar is imploding. I am...
by Jacques Lemoisson | Mar 2, 2021
The biggest threat to China’s economy in 2021 would be “international price shocks”, according to the study! Welcome into the inflation world!!! As a result, many Chinese manufacturers – especially those that serve developing nations – would have to take a financial...
by Jacques Lemoisson | Mar 1, 2021
A joke? And with more history, the reversal trend is not on the buy side And this news was one of the major excuses to purchase stock markets… the ECB and the FED would be supposed to announce the same: more QE??? But for what kind of effect??? To sum up: track...
by Jacques Lemoisson | Feb 25, 2021
Interesting comments after the feel-good speech of Powell, yesterday… Powell says may take more than three years to hit Fed’s inflation goal. … The Fed has said it will not raise interest rates until inflation has exceeded 2% … I wrote about my...
by Jacques Lemoisson | Feb 24, 2021
The speech of today was far more interesting than the previous one!!!! Some real important comments : 1 – He said this will be the year in which the FED engages with public on Digital Dollar!!! Exactly as expected and shared in our previous Global Macro Insight....
