Archive - ACEMAXX-ANALYTICS’s Newsletter

Trump Tariffs and Consumer Inflation Expectations

Fed versus supply-side inflation from tariffs

Apr 25 •

ACEMAXX-ANALYTICS

Tariffs, Inflation and Real Interest Rates

Fed rate cut in the face of “Sell America”

Apr 23 •

ACEMAXX-ANALYTICS

Euro and German Bunds on the Rise

UST’ Status as the Global Reserve Asset of Choice

Apr 21 •

ACEMAXX-ANALYTICS

The Measure of Progress

Apr 19 •

ACEMAXX-ANALYTICS

Europe’s Mercantilism vs. New Tariffs as Trade Taxes

Why doesn’t America devalue US Dollar instead of applying tariffs on the rest of the world?

Apr 18 •

ACEMAXX-ANALYTICS

UST sell-off: From Safe-Haven to Lost-Haven?

Banks and How US Treasuries Take up Space & Capital

Apr 12 •

ACEMAXX-ANALYTICS

US Tariffs versus Germany’s Neo-Mercantilist Model

US is the biggest absorber of global surpluses

Apr 6 •

ACEMAXX-ANALYTICS

March 2025

Tariffs – US Dollar – “Mar-a-Lago Accord”

Uncertainty and US Dollar Weakening Strategies à la “Plaza Accord”

Mar 29 •

ACEMAXX-ANALYTICS

Why does the ECB keep Interest Rates higher than GDP growth?

Pointless “Debt-Brake” – Beyond “Zeitgeist”

Mar 24 •

ACEMAXX-ANALYTICS

Fed’s New Forecasts and A Stagflation Economy

Policy Change in four Areas: Trade, Immigration, Fiscal Policy and Regulation

Mar 22 •

ACEMAXX-ANALYTICS

«No Pain, No Gain»: A fitness regime for the living world?

The Myth of Trickle-Down Economics is Back

Mar 15 •

ACEMAXX-ANALYTICS

Balanced-Budget and No-Inflation?

The old doctrine of fiscal retreat

Mar 10 •

ACEMAXX-ANALYTICS

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