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Econ Kinky Dog: The Labor Market Myth
A Short Story
2 hrs ago • 
ACEMAXX-ANALYTICS
A Third Mandate for the Fed?
The Tension between Economics and Politics
Sep 19 • 
ACEMAXX-ANALYTICS
Swiss National Bank’s US Equity Portfolio
A huge balance sheet, lots of “money printing,” yet almost no inflation
Sep 17 • 
ACEMAXX-ANALYTICS
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French Companies’ Borrowing Costs fall below Government’s
Austerity-driven scarcity of sovereign debt amplifies investor demand for corporates, creating yield anomalies
Sep 15 • 
ACEMAXX-ANALYTICS
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Real Devaluation versus Fair Competition
Why the krone is weak despite Norway’s wealth
Sep 13 • 
ACEMAXX-ANALYTICS
3
The media framing problem: Fiscal Balance vs. Current Account
Two balances we are talking about
Sep 9 • 
ACEMAXX-ANALYTICS
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The Distortion for Credit Spreads
US corporate profits indicate that Monetary Policy is not that tight
Sep 8 • 
ACEMAXX-ANALYTICS
Global Bond Rout and Borrowing Costs
How OBBBA + tariffs can push global long-term yields up
Sep 6 • 
ACEMAXX-ANALYTICS
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ACEMAXX-ANALYTICS’s Newsletter
macroeconomic comments, analysis, observations, short interviews and book reviews and more ...
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