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

A rise in #German bond yields, as investors anticipate Chancellor Merz’s historic €1tn #spending splurge on #defence and #infrastructure, have helped to push down spreads, chart @financialtimes.com www.ft.com/content/aed1...

submitted 1 hour ago • 1 comment

The gap b/w rates investors demand to hold #Italian bonds instead of #German bonds has collapsed to below 1%. That’s down all the way from 5.7% a decade ago, chart #Bloomberg

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#BondVigilantes Myth Berlin’s signal of new fiscal dynamic helps #euro countries like #Italy, where low growth has been the biggest problem, not overspending per se, chart @markets www.bloomberg.com/news/article...

submitted 2 hours ago • 1 comment

(Why we should stop believing in #BondVigilantes) The new #German Govt announced #fiscal spending and the Govt bonds of #Italy #Greece and #Spain rallied - chart @markets www.bloomberg.com/news/article...

submitted 2 hours ago • 1 comment

A paper penned by former #IMF chief economist Olivier Blanchard proposes switching national debt worth up to a ¼ of each member country's GDP for jointly guaranteed and more senior #BlueEuroBonds, chart @reutersmiked.bsky.social www.reuters.com/markets/euro...

submitted 23 hours ago • 0 comments

Investors warily eyeing UST may be tempted to turn to jointly-backed #European bonds instead, but there's just not enough of this 'risk-free' alternative, chart @reutersmiked.bsky.social www.reuters.com/markets/euro...

submitted 23 hours ago • 0 comments

Acc. to #FuW's calculations, #dividend payouts in #Switzerland increased by 4% y-o-y to CHF54.6bn. The big 3, #Nestlé, #Roche and #Novartis, contributed just under CHF 23bn, chart Adrian Blum #FuW_News www.fuw.ch/dividenden-a...

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#China’s exports to the US fell 34.4%Y. The sharp decline #offset a 11% rise in #exports to other countries, chart @economics www.bloomberg.com/news/article...

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#Fed Funds Rate – probability of a rate hike or cuts by 18 June 2025, chart #AtlantaFed www.atlantafed.org/cenfis/marke...

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#China Meanwhile, #Beijing says it granted approval to some applications for the export of #rareearths - chart @economics www.bloomberg.com/news/article...

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There's a compelling price backdrop also driving #SNB interest-rate policy as it worries that #disinflation will deteriorate into #deflation — a message that the euro zone should pay close attention to, chart @opinion.bloomberg.com

submitted 1 day ago • 2 comments

#SNB President Martin Schlegel has said that negative borrowing costs — which were in place from 2015 to 2022 - are an option, although “no one likes” them. A monetary policy move below zero could come as soon as Sept, acc. to #Bloomberg - chart #marcusashworth

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US #dollar versus 10y UST yield – divergence, chart #MorganStanley

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The labor market differential, or the gauge of how consumers perceive job #availability, has reached one of its lowest points in the past year, chart #JPMorganAM

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S&P 500 #sector returns, chart #JPMorganAM

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UST in its semi-annual review released Thur., added #Switzerland to its list of 9-countries it monitors closely over #FX practices, but stopped short of accusing it of currency manipulation, chart #marcusashworth www.bloomberg.com/opinion/arti...

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#Swiss National Bank is expected to cut its oﬃcial policy rate by 25bp to zero at its June 19 meeting – with further cuts into negative territory a distinct possibility, chart #marcusashworth www.bloomberg.com/opinion/arti...

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US #dollar #short positions are at their highest since 2023, chart #MorganStanley

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US #dollar is near its 2y low, chart #MorganStanley

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“The Deficit Myth” @stephaniekelton.bsky.social (still top-notch) The #book was published on June 9, 2020 -- exactly 5y ago -- 2-weeks after its release, it was a @nytimes.com best seller. stephaniekelton.substack.com/p/the-defici...

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#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...

submitted 2 days ago • 0 comments

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...

submitted 2 days 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 3 days ago • 0 comments