acemaxx.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

#deforestation #SundayVibes It's considered one of the major #environmental challenges globally b/c forests play crucial roles in #carbon storage, #biodiversity conservation, #water cycle regulation, and #climate stability.

submitted 15 hours ago • 0 comments

#tariffs and #inflation New research from @MorganStanley analyst Alex Straton shows that major retailers still reliant on #China and other markets for production have begun to jack up prices a good bit, chart @yahoofinance.com

submitted 16 hours ago • 0 comments

#FX US #dollar The Court of International Trade blocked the tariffs imposed by the Trump administration under the International Emergency Economic Powers Act #IEEPA - chart @GoldmanSachs

submitted 16 hours ago • 0 comments

The economic risks are clearly to the downside and could force #ECB to begin easing monetary policy and stimulate the economy, chart @nordeamarkets

submitted 16 hours ago • 0 comments

#Fed is facing a difficult trade-off b/w prioritising its inflation and employment mandate, meanwhile #ECB has just signalled that it has reached a #neutral policy stance and that it is done cutting its policy rate, notes @nordeamarkets

submitted 16 hours ago • 0 comments

#sundayvibes #doodle #doodleart #animallovers #elephant “I should have lassoed the #moon for you long ago”

submitted 17 hours ago • 0 comments

New #German Government Rails against 4-Day Week and Work-Life-Balance acemaxxanalytics.substack.com/p/berlin-rai... Friedrich Merz, German Federal Chancellor identified a new issue: “We need to work more again in this country”

submitted 17 hours ago • 0 comments

Anxiety is already high in the market after the #trade war sell-off in April and Trump’s broadsides against #Fed Chair Powell, unsettling big investors’ confidence and the implications for long-term #inflation control, chart @FT www.ft.com/content/a07d...

submitted 17 hours ago • 0 comments

30y Govt bond yields in the $29trn UST market topped 5% in recent weeks, close to the levels reached in 2023, when investors feared interest rates would have to stay higher for longer to contain #inflation, chart @data.ft.com www.ft.com/content/a07d...

submitted 17 hours ago • 0 comments

Given Trump #tariffs the word economy enters a new and #uncertain era, chart @financialtimes.com www.ft.com/content/a07d...

submitted 17 hours ago • 0 comments

With 3 more jobs reports still to come, a path to a Sept rate cut remains open should labor market weakness intensify. GS Research maintains their forecast for 2x cuts this year (Sept and Dec) but continues to view the risks as skewed towards later / fewer cuts, chart #GoldmanSachs

submitted 17 hours ago • 0 comments

#Europe’s smaller stocks have raced ahead of their US peers this year as investors bet on an economic resurgence while trying to steer clear of companies most exposed to Trump’s #trade war, chart @financialtimes.com www.ft.com/content/8273...

submitted 17 hours ago • 1 comment

While #ECB cited resilience of #Eurozone economy to the trade shock, GS Research continues to believe that near term growth risks and #disinflation will prompt #ECB to deliver a couple of further rate cuts, chart #GoldmanSachs

submitted 20 hours ago • 0 comments

US companies with risky credit ratings are rushing to sell #JunkBonds ahead of an expected resurgence of #trade tensions in July that could depress demand for corporate debt, chart @financialtimes.com www.ft.com/content/c1be...

submitted 20 hours ago • 1 comment

US core CPI, which is regarded as a better indicator of underlying #inflation, is seen accelerating for the 1st time this year to 2.9%, chart @economics www.bloomberg.com/news/article...

submitted 20 hours ago • 0 comments

(yummy) In a new study, scientists have found that #coffee may offer the much longer-term benefit of healthy aging, chart @nytimes.com www.nytimes.com/2025/06/02/w...

submitted 20 hours ago • 0 comments

But despite a significant rise in interest rates, effective borrowing costs for S&P 500 have only modestly increased since the start of 2022, b/c 72% of S&P 500 debt carries a fixed rate lasting beyond 2028, chart #GoldmanSachs

submitted 1 day ago • 0 comments

An analysis of annual S&P500 returns since 1940 based on interest rates shows that there has been no clear relationship b/w the two, chart #GoldmanSachs

submitted 1 day ago • 1 comment

Over recent years, the majority of #payroll #job gains have been in the public sector (Govt, #education, #health services), chart #MorganStanley

submitted 1 day ago • 0 comments

White #soft data continues to disappoint, #hard data remains resilient. These trends are expected to re-converge, chart #MorganStanley

submitted 1 day ago • 1 comment

Heiner Flassbeck: Around 5mio people in #Germany are #underemployed. Talking about more hours per day only reveals a complete lack of knowledge, chart #overtonmagazin interview overton-magazin.de/dialog/wirts...

submitted 1 day ago • 1 comment

#Germany’s persistent and significant CA-surplus and large bilateral trade imbalance with the US results from persistently weak domestic demand and excess savings, chart #USTreasury

submitted 1 day ago • 0 comments

While #Germany’s CA-surplus increased to 5.7% of GDP in 2024, this was mostly driven by a continued fall in imports rather than a resurgence in external demand for German exports, chart #USTreasury home.treasury.gov/news/press-r...

submitted 1 day ago • 1 comment

UST FX report: monitoring list is expanded, but no manipulator tags, chart #ING #Economics

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Global #supply chain pressure creeping up, chart @reuters.com

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#equities typically appreciate alongside rising bond yields when the market is raising its expectations for economic growth but struggle when yields rise due to other drivers, like fiscal concerns, chart #GoldmanSachs

submitted 1 day ago • 0 comments

Rising interest rates have the potential to impact stocks in several ways, including limiting the scope of potential growth for stock #valuations and reducing company #earnings, chart #GoldmanSachs

submitted 1 day ago • 0 comments

When #stablecoins (e.g. #tether) draw in funds, and churn them into reserves, that has impact on the value of US Govt bonds - What happens when it goes out is more important: the impact on short-term Govt bond prices is 2x to 3x larger, chart @katie0martin.ft.com www.ft.com/content/e570...

submitted 1 day ago • 1 comment

CB policy rates and market expectations for future interest rates, chart #MorganStanley

submitted 1 day ago • 1 comment

CB policy rates, chart #MorganStanley

submitted 1 day ago • 0 comments

UST’s new report, «Monitoring List» comprises #China, Japan, Korea, Taiwan, Singapore, Vietnam, #Germany, Ireland, and Switzerland. All except Ireland and #Switzerland were on the Monitoring List in the Nov 2024 Report, chart #USTreasury home.treasury.gov/news/press-r...

submitted 2 days ago • 1 comment

In 2024, FX intervention was minimal; cumulative FX purchases by the #Swiss National Bank #SNB over that year amounted to $1bn (0.1% of GDP), chart #USTreasury home.treasury.gov/news/press-r...

submitted 2 days ago • 0 comments

#SNB #Swiss franc and #FX Global foreign currency reserves reached $12.4trn by Dec 2024, rising by just $22bn since end-2023, chart #USTreasury home.treasury.gov/news/press-r...

submitted 2 days ago • 1 comment

What’s Odd About #ECB’s current projections? Low Growth + Tight #Labor Markets = #Disinflation? acemaxxanalytics.substack.com/p/whats-odd-...

submitted 2 days ago • 0 comments

SNB's balance sheet ballooned almost 10x over the decade to 2022, hitting more than CHF1trn at its peak. While it has shrunk since to CHF843bn, it remains bigger than annual Swiss GDP and more than 4x that of the Fed's balance sheet as a share of the US economy, chart @reutersmiked.bsky.social

submitted 2 days ago • 0 comments

Heiner Flassbeck: #German party's decision to agree to strict border controls and deportations, which Friedrich #Merz wanted to push through the Bundestag in Jan, is a huge miscalculation. www.relevante-oekonomik.com/2025/06/05/z...

submitted 2 days ago • 0 comments

In a small open economy, that latest move has been enough to force #deflationary relapse and the 1st drop in annual aggregate #Swiss consumer prices in four years last month, chart @reutersmiked.bsky.social

submitted 2 days ago • 0 comments

#Swiss franc, long perceived as a haven in stressful times, has seen its broad nom. exchange rate index surge 5% since US President Trump's return to the WH, chart @reutersmiked.bsky.social www.reuters.com/markets/euro...

submitted 2 days ago • 1 comment

#FX G10 currency moves against USD, chart @reuters.com www.reuters.com/world/middle...

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According to #Survey of Professional Forecasters, the probability of a decline in GDP over the next quarter jumped to 37% in May from only 15% in Febr. Spikes in this series have often preceded past #recessions, chart @SFFED www.frbsf.org/research-and...

submitted 2 days ago • 0 comments