Archive - ACEMAXX-ANALYTICS’s Newsletter

Does China Have an Overcapacity Problem?

When domestic demand is insufficient, China turns outward

Jul 12 •

ACEMAXX-ANALYTICS

A Key Signal of Uncertainty

How bonds and equities are pricing two possible paths

Jul 9 •

ACEMAXX-ANALYTICS

Supply Shock - Demand Shock

ECB Hawks' Entirely Wrong Inflation Expectations

Jul 6 •

ACEMAXX-ANALYTICS

Presidential Pressure on Fed – Trump Hammers Powell

Did Tariffs Delay Interest Rate Cuts?

Jul 2 •

ACEMAXX-ANALYTICS

June 2025

SNB: Zero Policy Rate and Negative Market Rates

Monetary Base ≠ Money Supply

Jun 28 •

ACEMAXX-ANALYTICS

Swiss Franc as Safe Asset

What a SNB rate cut below zero signals

Jun 21 •

ACEMAXX-ANALYTICS

Hedging Premium: UST vs German Bunds

A crucial concept in international bond investing

Jun 16 •

ACEMAXX-ANALYTICS

Why ECB Risks Reinforcing Disinflation

The Rise in Real Yields May Constrain Growth

Jun 14 •

ACEMAXX-ANALYTICS

ECB and the Cost of Underinvestment

Isabel Schnabel’s Speech: A Shift in Tone?

Jun 13 •

ACEMAXX-ANALYTICS

Berlin Rails against 4-Day Week and Work-Life-Balance

The heated debate about allegedly lazy Germans, and women who only work part-time

Jun 8 •

ACEMAXX-ANALYTICS

What’s Odd About ECB’s current projections?

Low Growth + Tight Labor Markets = Disinflation?

Jun 6 •

ACEMAXX-ANALYTICS

Germany’s Fiscal Spending Eases Credit Default Swaps

A Reflation Engine versus “Bond-Vigilantes”

Jun 4 •

ACEMAXX-ANALYTICS

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