Archive - ACEMAXX-ANALYTICS’s Newsletter

Tariffs and Unemployment

Uncertainty can indeed increase Unemployment

9 hrs ago •

ACEMAXX-ANALYTICS

ECB with a "Wait-and-See" Bias - Even When the House is on Fire

When "Data-Dependence" Becomes an Excuse for Inaction

Aug 6 •

ACEMAXX-ANALYTICS

Why are Repo Haircuts Negative?

A complex environment of excess cash and collateral scarcity

Aug 3 •

ACEMAXX-ANALYTICS

Japan: Von chronischen Defiziten zur Haushaltswende

Vom Finanzproblem zum Vorbild?

Aug 1 •

ACEMAXX-ANALYTICS

July 2025

EU-US Zollabkommen

Wer trägt die Kosten des Zolls?

Jul 29 •

ACEMAXX-ANALYTICS

Household Analogy – Fallacy of Composition

Stop Running the Country Like a Household

Jul 27 •

ACEMAXX-ANALYTICS

Rethinking Global Imbalances: It’s not about Savings

A Misleading Policy Message by the IMF

Jul 24 •

ACEMAXX-ANALYTICS

The Power Shift - OUT: Apple versus IN: Nvidia

A symbolic change in tech leadership and relevance

Jul 22 •

ACEMAXX-ANALYTICS

Fiscal Dominance in the Offing?

Kevin Warsh: The new Fed Chair?

Jul 20 •

ACEMAXX-ANALYTICS

The Widening Rate Gap: Statutory versus Effective

The terminal tariff rate is still uncertain

Jul 19 •

ACEMAXX-ANALYTICS

Should China adopt a zero interest rate?

ZIRP exacerbates savings and CA-surplus

Jul 17 •

ACEMAXX-ANALYTICS

Does China Have an Overcapacity Problem?

When domestic demand is insufficient, China turns outward

Jul 12 •

ACEMAXX-ANALYTICS

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