Archive - ACEMAXX-ANALYTICS’s Newsletter

Deflation in Switzerland

Swiss deflation risk is structural, not cyclical

Oct 29 •

ACEMAXX-ANALYTICS

Outperformance of Companies with Negative Earnings

What it tells us about the broader economy

Oct 21 •

ACEMAXX-ANALYTICS

German Economic Policy Trapped in a Supply-Side Ideology

Why no one mentions demand

Oct 18 •

ACEMAXX-ANALYTICS

Liquidationism as a Zombie Idea

(Oh boy!) Short-term pain for Long-term gain?

Oct 14 •

ACEMAXX-ANALYTICS

Government Shutdown and Fed’s Next Move

Recessionary easing versus Non-recessionary easing

Oct 12 •

ACEMAXX-ANALYTICS

What Drives Gold’s Price and What it Tells Us?

Barbarous Relict or Blessing?

Oct 11 •

ACEMAXX-ANALYTICS

Circular Finance amid AI Boom

Vendor financing or self-reinforcing demand?

Oct 9 •

ACEMAXX-ANALYTICS

Reverse Yankee Bonds: Favourable Borrowing Approach

Cross-Currency Basis Swap: Diversification of Funding

Oct 8 •

ACEMAXX-ANALYTICS

Don’t Trust low Unemployment Numbers

Part-Time employment isn’t about “lifestyle choice”

Oct 6 •

ACEMAXX-ANALYTICS

SNB and Remuneration of Sight Deposits

A Swiss-technical monetary policy tool

Oct 2 •

ACEMAXX-ANALYTICS

September 2025

Are Corporate Bonds better than US Treasuries?

Yield spread versus Credit spread: How it works

Sep 30 •

ACEMAXX-ANALYTICS

Investment – Mainstream versus Heterodox Approach

AI Era and Employment

Sep 28 •

ACEMAXX-ANALYTICS

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