by Jacques Lemoisson | Jan 2, 2023
If 2022 was challenging, the new year should keep the tone. We thanks our clients for their trust. Our Global Macro strategy reached 43.89% in 2022, and every day our Global Macro Insight paves the way for our clients, helping them to navigate this complex new...
by Jacques Lemoisson | Jan 2, 2023
Outlook 2023 AN Outlook 2023 FR Share...
by Jacques Lemoisson | Feb 16, 2022
Our Global Macro analysis over the past few months seems relevant. As a preamble, the de-escalation in Ukraine is the work of Russia, confirming my comments yesterday in our Global Macro Insight. The USA is now the only one to gesticulate in the zone. Geopolitical...
by Jacques Lemoisson | Jun 30, 2021
In the field of military operations, my friends in the special forces have always told me that mobility is key, and especially when the situation is perilous. Inaction is often synonymous with injury or worse. Thanks to Jill Cetina (from the FED of Dallas) for having...
by Jacques Lemoisson | Mar 27, 2021
This question is really “disturbing” for some reasons : All the investment banks are muted about this… All present the excess savings as THE fuel of the consumption wave propelling the economy and the financial indices to new heights… Powell...
by Jacques Lemoisson | Mar 27, 2021
Investment in China’s green energy sector could amount to 60 trillion yuan ($9.17 trillion) as the world’s biggest carbon emitter looks to achieve its target of carbon neutrality in the next 40 years, one of the nation’s leading investment banks predicted. One-third...
