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

#doodle #politics #MondayBlues The quarrel b/w President Trump and #ElonMusk seems to be escalating: It is only a matter of time before Trump announces #sanctions and high #tariffs on #Mars ..

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Trump says #ElonMusk will face 'very serious consequences' if he funds Democratic candidates - In an interview with #NBCNews, the president also said he assumes his relationship with the tech billionaire is over, chart @nbcnews.com www.nbcnews.com/politics/don...

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10y UST yield nom (blue) and real (grey), chart @JPMorganAM

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US companies have also been buying back stock at a near-record pace; April was the 3rd -highest month for buybacks in well over a decade, chart @JPMorganAM

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#China ‘s #exports to the US plunged last month 34%Y in USD terms - #trade has been an important driver of growth for #China against the backdrop of a property slowdown, chart @financialtimes.com www.ft.com/content/707c...

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Amid growing calls for a big increase in finance for #ocean protection, #BlueBonds have emerged as a potentially crucial means of mobilising capital, chart @FT www.ft.com/content/7d36...

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#commodities #Chinese exports of #rareearths, a group of 17 #minerals at the center of a trade dispute with Washington, recovered to 5,865 tons in May, acc. to customs data on Monday, chart @markets www.bloomberg.com/news/article...

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#FX #Fed’s own estimate of the #real effective exchange rate (taking into account different rates of #inflation in different countries) suggests the #dollar is unusually strong, chart @johnauthers.bsky.social

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Underscoring the US #tariff impact on shipments, customs data showed that #China's #exports to the U.S. plunged 34.5%Y in May in value terms, the sharpest drop since Febr 2020, chart @reuters.com www.reuters.com/world/china/...

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#China #inflation in May 2025: CPI: -0.1%Ym -0.2%M, and PPI: -3.3%Y --- producer #deflation deepened to its worst level in almost 2y, chart @reuters.com www.reuters.com/markets/asia...

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#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.

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#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

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#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

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

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#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

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

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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”

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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...

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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...

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

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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

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#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...

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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

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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...

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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...

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(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...

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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

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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

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

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

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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...

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#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

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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...

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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

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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

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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...

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

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CB policy rates, chart #MorganStanley

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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...

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