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acemaxx.bsky.social
acemaxx analytics
@acemaxx.bsky.social
620 followers 130 following 9.4K posts
macro economics, charts, books, short interviews, Alumni University of St. Gallen, Switzerland https://acemaxxanalytics.substack.com/
acemaxxanalytics.substack.com
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acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 5h
#Art #KunsthausZurich
“We will continue to change” -
“change” à la #Choctaw language - #JeffreyGibson
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 5h
#Art
US-American artist #JeffreyGibson transforms the entrance hall of the Chipperfield Building with a monumental, colour-rich installation #KunsthausZurich
www.kunsthaus.ch/besuch-plane...
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acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 5h
Purchases of #gold #ETFs are up almost 50% this year, chart #MorganStanley
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 5h
#gold US #dollar correlation is strongly negative, chart #MorganStanley
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 5h
Global #trade flows have expanded from ~$6.5trn in 2000 to ~$24.1trn in 2024, growth boosted by various trade finance tools that enable importers and exporters to transact more confidently across borders, chart #GoldmanSachs
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 6h
#doodle
They say #cockroaches can survive #nuclear war — and apparently, so can risky #credit products. The only difference is: #cockroaches don’t ask for a #bailout …
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 6h
Liquidationism as a #Zombie Idea

(Oh boy!)

Short-term pain for Long-term gain?

acemaxxanalytics.substack.com/p/liquidatio...
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 6h
re: #cockroaches
#JamieDimon ’s Insect Forecast
@jpmorgan CEO
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acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 6h
#cockroaches in private credit sector
#JamieDimon @JPMorgan CEO expects further weak links in #ShadowBanking sector to be revealed after collapse of two US firms, chart @theguardian.com
www.theguardian.com/business/202...
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acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 6h
#FX - The recent #Dollar rebound driven by repositioning amid disrupted US data and rival currency issues - Analysts expect USD weakness due to US economic concerns and interest rate outlook, chart @reuters.com
www.reuters.com/world/europe...
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 6h
… whose price also hit a fresh high on Tuesday of $4,179 a troy ounce, taking its gains for the year to 59 per cent — and by demand from #industries including #electronics and #solar panels.
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 6h
The blistering #silver rally has been driven both by appetite from investors, who see the white metal as a proxy for #gold — chart @financialtimes.com
www.ft.com/content/e1eb...
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acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 6h
#commodities
#silver touched #53 per ounce in early trading, taking its gain for the year to more than 85%, chart @financialtimes.com
www.ft.com/content/e1eb...
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 6h
#China’s consumer prices fell in Sept while producer #deflation persisted, as prolonged domestic #weakness and renewed #trade tensions weighed on consumer and business confidence.
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 6h
#China #inflation CPI in Sept 2025: -0.3%Y, 0.1%M, PPI: -2.3%Y chart @reuters.com
www.reuters.com/world/asia-p...
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acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 7h
#Fed Chair Powell:
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 7h
US state-level #jobless claims - chart @bloomberg.com TV live
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acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 7h
#Fed Chair Powell: While official #employment data for Sept are delayed, available evidence suggests that both #layoffs and #hiring remain low, chart @federalreserve 
www.federalreserve.gov/newsevents/s...
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 1d
This is about a huge strategic mistake that was made with the political agenda. #Schröder's concept for reforming (2010) the #German labor market (Hartz IV) with Govt #wage suppression had massive negative consequences for partners in the #EMU and other deficit countries—and that for 2-decades.
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 1d
#Germany shows all the signs of a classic #demand shock … The real problem of the #supply shock is usually the demand shock that follows it, chart Heiner Flassbeck
www.relevante-oekonomik.com/2025/10/13/d...
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acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 1d
#Switzerland is in a classic low-inflation equilibrium — strong currency, subdued external demand, and imported #disinflation - #Swiss inflation PPI in Sept 2025: -1.8%Y, -0.2%M, import prices: -2.7%, -0.5%, chart #SwissStatistics
www.news.admin.ch/de/newnsb/gp...
acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 1d
I am as excited as a child when I take the ferry. It is so pleasant on the water. A blast!
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acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 1d
#Picture
When the #ferry arrives, I can cross Lake #Zurich. It's the highlight of my day. It's wonderful to take in the scenery.
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acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 1d
When strategists use that phrase, they’re invoking a kind of economic puritanism — the idea that suffering (recession, layoffs, market corrections) cleanses past excesses and restores “discipline.”
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acemaxx.bsky.social
acemaxx analytics @acemaxx.bsky.social · 1d
(Wow!) @rbccm
RBC Capital Markets Head of US Equity Strategies tells us @bloomberg.com TV live that "short-term pain is necessary for long-term gain”.
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