acemaxx.bsky.social
macro economics, charts, books, short interviews, Alumni University of St. Gallen, Switzerland
https://acemaxxanalytics.substack.com/
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The name is “please don’t destroy video”, #SNL sketches.
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right-wing austerity policies are not primarily aimed at fiscal sustainability, but rather at reducing the welfare state, reduce the burden on capital and increase the burden on labor.
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2023: 7.2% and 2024: 8.3% --- source: WorldBank
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Saddled with the most loss-making industrial companies since 2001, #XiJinping is trying to clean up #China’s economy without triggering mass #layoffs and the #unrest that may follow, chart @bloomberg.com
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Trump’s public support has helped fuel a rally in #crypto markets, propelling the price of #bitcoin above $100,000 a coin. #SEC, under the leadership of chair Paul Atkins, has dropped several high-profile cases against #crypto groups.
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US businesses, entering the year with elevated #profit #margins, might be absorbing the impact. They could also be #postponing price increases by selling existing inventory ramped up ahead of #tariffs, delaying the #inflationary impact.
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……. key transit routes such as the Strait of #Hormuz, the critical choke point through which around 20% of global crude #oil passes.
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#ECB models historically underestimated #inflation on the way up (2021–2022), and now they may overcorrect by projecting falling #inflation.
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(my two cents) This leaves the impression that goods suitable for stockpiling have not been affected by new #tariffs so far. But food items like #bananas are already experiencing price increases.
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I guess - calling Trump a #Beschleunigungsagent is neither praise nor blame. It’s a strategic diagnosis: He accelerated problems Europe had long ignored. That pressure may finally spur overdue action and reform. Whether that’s good or bad depends on what Europe does in response.
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Frankly, I didn’t hear this expression before. I guess he likely means that:
Trump accelerated existing global trends — such as deglobalization, trade fragmentation, rising protectionism, weakening of multilateral institutions, or the erosion of US-led global order.