ACEMAXX-ANALYTICS’s Newsletter

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Bitcoin and Hyperinflation Problem
A Monetary Economics Observation – Not an Anti-Crypto Polemic
Nov 23 • 
ACEMAXX-ANALYTICS
We love UBS
Political Dependency, Moral Hazard and Regulatory Capture
Nov 20 • 
ACEMAXX-ANALYTICS
Income Shocks at the Bottom with Big Swing in total Consumption
SNAP cuts hit consumption engine of US economy
Nov 19 • 
ACEMAXX-ANALYTICS
Affordability vs. Cost-of-Living Crisis
Why the New Narrative Matters
Nov 15 • 
ACEMAXX-ANALYTICS
Germany’s Surplus Machine Runs Out of Road
China’s rise exposes the fragility of Germany’s export model
Nov 13 • 
ACEMAXX-ANALYTICS
Dollar as Attractive Carry Asset
What is the cost of hedging a US dollar investment?
Nov 12 • 
ACEMAXX-ANALYTICS
The Twin Deficit Myth Lives On
Why cutting deficits won’t fix America’s trade gap
Nov 11 • 
ACEMAXX-ANALYTICS
Europe’s Tight Conditions - Tighter Thinking
Stagnation: Eurozone’ s «New» Shtick
Nov 8 • 
ACEMAXX-ANALYTICS
A «K-shaped Economy» and Policy Relevance
Asymmetric Sectoral Recovery
Nov 6 • 
ACEMAXX-ANALYTICS
When UST-Curve Flattens Again
What’s Behind the Latest Move in U.S. Treasuries
Nov 4 • 
ACEMAXX-ANALYTICS
China’s overcapacity
Impact: Deflationary or Inflationary?
Nov 2 • 
ACEMAXX-ANALYTICS
ECB: “We are in a good place” – Really?
The structural flaw in Europe’s economic governance
Nov 1 • 
ACEMAXX-ANALYTICS
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