acemaxx analytics
@acemaxx.bsky.social
macro economics, charts, books, short interviews, Alumni University of St. Gallen, Switzerland
https://acemaxxanalytics.substack.com/
https://acemaxxanalytics.substack.com/
GS’s real-time tracking of Worker Adjustment and Retraining Notification (WARN), which companies have to file before conducting mass #layoffs, has also ticked up, reaching its highest level since 2016 (outside of the initial pandemic surge, chart #GoldmanSachs
November 30, 2025 at 8:56 AM
GS’s real-time tracking of Worker Adjustment and Retraining Notification (WARN), which companies have to file before conducting mass #layoffs, has also ticked up, reaching its highest level since 2016 (outside of the initial pandemic surge, chart #GoldmanSachs
It isn’t yet clear to what extent these #layoffs may be a result of companies replacing workers with #automation using artificial intelligence #AI - notes #GoldmanSachs
November 30, 2025 at 8:56 AM
It isn’t yet clear to what extent these #layoffs may be a result of companies replacing workers with #automation using artificial intelligence #AI - notes #GoldmanSachs
#UK has monetary sovereignty - That’s important, b/c #BoE can support the economy when the Govt consolidates. It’s also much easier for CB to respond to periods of fiscal stress when they have monetary sovereignty, chart #GoldmanSachs
November 30, 2025 at 7:59 AM
#UK has monetary sovereignty - That’s important, b/c #BoE can support the economy when the Govt consolidates. It’s also much easier for CB to respond to periods of fiscal stress when they have monetary sovereignty, chart #GoldmanSachs
#UK’s Office for Budget Responsibility #OBR has argued that overseas investors are less likely to have a structural desire for #sterling assets, and so small shifts in the outlook can lead to relatively large shifts in #gilt holdings and amplify volatility - chart #GoldmanSachs
November 30, 2025 at 7:54 AM
#UK’s Office for Budget Responsibility #OBR has argued that overseas investors are less likely to have a structural desire for #sterling assets, and so small shifts in the outlook can lead to relatively large shifts in #gilt holdings and amplify volatility - chart #GoldmanSachs
#fiscal #austerity triggers contraction in public consumptions and investment - pushing GDP below zero:
#Finland GDP in 3Q2025: -0.3%Q and -0.6%Y, chart #NordeaMarkets
#Finland GDP in 3Q2025: -0.3%Q and -0.6%Y, chart #NordeaMarkets
November 30, 2025 at 7:41 AM
#fiscal #austerity triggers contraction in public consumptions and investment - pushing GDP below zero:
#Finland GDP in 3Q2025: -0.3%Q and -0.6%Y, chart #NordeaMarkets
#Finland GDP in 3Q2025: -0.3%Q and -0.6%Y, chart #NordeaMarkets
(must-read) I’m already looking forward to it:
A profoundly transformative read, an upcoming new #book “The Global Casino” – How Wall Street Gambles with People and the Planet @annpettifor.bsky.social 27 Jan 2026 @versobooks.bsky.social
www.versobooks.com/en-gb/produc...
A profoundly transformative read, an upcoming new #book “The Global Casino” – How Wall Street Gambles with People and the Planet @annpettifor.bsky.social 27 Jan 2026 @versobooks.bsky.social
www.versobooks.com/en-gb/produc...
November 30, 2025 at 7:18 AM
(must-read) I’m already looking forward to it:
A profoundly transformative read, an upcoming new #book “The Global Casino” – How Wall Street Gambles with People and the Planet @annpettifor.bsky.social 27 Jan 2026 @versobooks.bsky.social
www.versobooks.com/en-gb/produc...
A profoundly transformative read, an upcoming new #book “The Global Casino” – How Wall Street Gambles with People and the Planet @annpettifor.bsky.social 27 Jan 2026 @versobooks.bsky.social
www.versobooks.com/en-gb/produc...
#AI data centers' massive demand for aluminum is crushing the US #aluminum industry, chart @yahoofinance.com finance.yahoo.com/news/ai-data...
November 30, 2025 at 7:14 AM
#AI data centers' massive demand for aluminum is crushing the US #aluminum industry, chart @yahoofinance.com finance.yahoo.com/news/ai-data...
Remember #France bashing? - chart @economics www.bloomberg.com/news/article...
November 30, 2025 at 7:12 AM
Remember #France bashing? - chart @economics www.bloomberg.com/news/article...
In #Switzerland, a 2nd monthly reading of #inflation barely above zero may arrive on Thursday, keeping pressure on @SNB_BNS there, chart @economics www.bloomberg.com/news/article...
November 30, 2025 at 7:11 AM
In #Switzerland, a 2nd monthly reading of #inflation barely above zero may arrive on Thursday, keeping pressure on @SNB_BNS there, chart @economics www.bloomberg.com/news/article...
#German #Mittelstand in turmoil after breaking taboo on meeting far-right - Family business association loses some members, including drugstore chain #Rossman, after engaging with AfD - chart @financialtimes.com
www.ft.com/content/9c2f...
www.ft.com/content/9c2f...
November 30, 2025 at 7:05 AM
#German #Mittelstand in turmoil after breaking taboo on meeting far-right - Family business association loses some members, including drugstore chain #Rossman, after engaging with AfD - chart @financialtimes.com
www.ft.com/content/9c2f...
www.ft.com/content/9c2f...
OE Research expects downward pressure on #freight rates to continue through 2026, so the risk that #supplychain stress becomes #inflationary is small, notes #OxfordEconomics
November 29, 2025 at 10:23 AM
OE Research expects downward pressure on #freight rates to continue through 2026, so the risk that #supplychain stress becomes #inflationary is small, notes #OxfordEconomics
#AI #chips #semiconductors
#NVIDIA takes on claims in terms of “circular financing scheme”, chart @yahoofinance.com
finance.yahoo.com/news/nvidia-...
#NVIDIA takes on claims in terms of “circular financing scheme”, chart @yahoofinance.com
finance.yahoo.com/news/nvidia-...
November 29, 2025 at 10:21 AM
#AI #chips #semiconductors
#NVIDIA takes on claims in terms of “circular financing scheme”, chart @yahoofinance.com
finance.yahoo.com/news/nvidia-...
#NVIDIA takes on claims in terms of “circular financing scheme”, chart @yahoofinance.com
finance.yahoo.com/news/nvidia-...
(A primer)
#ECB and #Fed policy operational frameworks, chart @vmrconstancio.bsky.social
vconstancio.substack.com/p/ecb-and-fe...
#ECB and #Fed policy operational frameworks, chart @vmrconstancio.bsky.social
vconstancio.substack.com/p/ecb-and-fe...
November 29, 2025 at 10:21 AM
(A primer)
#ECB and #Fed policy operational frameworks, chart @vmrconstancio.bsky.social
vconstancio.substack.com/p/ecb-and-fe...
#ECB and #Fed policy operational frameworks, chart @vmrconstancio.bsky.social
vconstancio.substack.com/p/ecb-and-fe...
#doodle
#ReverseMigration is equivalent to a long-term negative supply shock and a self-inflicted demographic #recession -- It weakens #growth, competitiveness, innovation, #fiscal stability, and #social cohesion.
#ReverseMigration is equivalent to a long-term negative supply shock and a self-inflicted demographic #recession -- It weakens #growth, competitiveness, innovation, #fiscal stability, and #social cohesion.
November 29, 2025 at 6:52 AM
#doodle
#ReverseMigration is equivalent to a long-term negative supply shock and a self-inflicted demographic #recession -- It weakens #growth, competitiveness, innovation, #fiscal stability, and #social cohesion.
#ReverseMigration is equivalent to a long-term negative supply shock and a self-inflicted demographic #recession -- It weakens #growth, competitiveness, innovation, #fiscal stability, and #social cohesion.
#economics
An upcoming new #book “Keynes for Our Times” - Prof Robert Skidelsky @yalebooks.bsky.social 26 May 2026
yalebooks.co.uk/book/9780300...
An upcoming new #book “Keynes for Our Times” - Prof Robert Skidelsky @yalebooks.bsky.social 26 May 2026
yalebooks.co.uk/book/9780300...
November 29, 2025 at 6:37 AM
#economics
An upcoming new #book “Keynes for Our Times” - Prof Robert Skidelsky @yalebooks.bsky.social 26 May 2026
yalebooks.co.uk/book/9780300...
An upcoming new #book “Keynes for Our Times” - Prof Robert Skidelsky @yalebooks.bsky.social 26 May 2026
yalebooks.co.uk/book/9780300...
#DayDream
How #AI is moving the needle in the #retail space –
The first AI chat-bases shopping agent, chart @bloomberg.com TV
How #AI is moving the needle in the #retail space –
The first AI chat-bases shopping agent, chart @bloomberg.com TV
November 29, 2025 at 6:30 AM
#DayDream
How #AI is moving the needle in the #retail space –
The first AI chat-bases shopping agent, chart @bloomberg.com TV
How #AI is moving the needle in the #retail space –
The first AI chat-bases shopping agent, chart @bloomberg.com TV
November 28, 2025 at 8:17 AM
#diversification will help #hedge portfolios against the risk of a retrenchment in sentiment towards #AI and subsequent market correction, chart #JPMorganAM
November 28, 2025 at 8:12 AM
#diversification will help #hedge portfolios against the risk of a retrenchment in sentiment towards #AI and subsequent market correction, chart #JPMorganAM
#AI money machine – chart @bloomberglp.bsky.social TV live
November 28, 2025 at 8:11 AM
#AI money machine – chart @bloomberglp.bsky.social TV live
The stock market is not the economy - and #Germany is the clearest proof
#Germany’s economy has been in a structural slowdown for more than 3y
And yet the DAX — a group of just 40 large firms — keeps outperforming
acemaxxanalytics.substack.com/p/dax-is-boo...
#Germany’s economy has been in a structural slowdown for more than 3y
And yet the DAX — a group of just 40 large firms — keeps outperforming
acemaxxanalytics.substack.com/p/dax-is-boo...
November 28, 2025 at 8:03 AM
The stock market is not the economy - and #Germany is the clearest proof
#Germany’s economy has been in a structural slowdown for more than 3y
And yet the DAX — a group of just 40 large firms — keeps outperforming
acemaxxanalytics.substack.com/p/dax-is-boo...
#Germany’s economy has been in a structural slowdown for more than 3y
And yet the DAX — a group of just 40 large firms — keeps outperforming
acemaxxanalytics.substack.com/p/dax-is-boo...
The chart below shows that since May, foreigners have been strong buyers of #AI and US fixed income, including credit, chart Torsten Sløk @apolloglobal.bsky.social
November 28, 2025 at 6:43 AM
The chart below shows that since May, foreigners have been strong buyers of #AI and US fixed income, including credit, chart Torsten Sløk @apolloglobal.bsky.social
#Bitcoin has typically followed a 4y cycle, chart #MorganStanley
November 28, 2025 at 6:40 AM
#Bitcoin has typically followed a 4y cycle, chart #MorganStanley