ACEMAXX-ANALYTICS’s Newsletter

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UST sell-off: From Safe-Haven to Lost-Haven?
Banks and How US Treasuries Take up Space & Capital
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ACEMAXX-ANALYTICS
US Tariffs versus Germany’s Neo-Mercantilist Model
US is the biggest absorber of global surpluses
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ACEMAXX-ANALYTICS
Vorübergehende Preisschocks und Anti-Inflationspolitik
Fed’s Peak Hawkishness
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ACEMAXX-ANALYTICS
Euro and German Bunds on the Rise
UST’ Status as the Global Reserve Asset of Choice
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ACEMAXX-ANALYTICS
Kaput
Book Review – Buchbesprechung
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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
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ACEMAXX-ANALYTICS
Tariffs – US Dollar – “Mar-a-Lago Accord”
Uncertainty and US Dollar Weakening Strategies à la “Plaza Accord”
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ACEMAXX-ANALYTICS
A Key Signal of Uncertainty
How bonds and equities are pricing two possible paths
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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?
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ACEMAXX-ANALYTICS
A Quiz: Bitcoin
Crypto and A Test of (economic) Knowledge
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ACEMAXX-ANALYTICS
Disinflation Optimismus
“Sudden Stop” in Economy After Jobs Surge?
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ACEMAXX-ANALYTICS
Balanced-Budget and No-Inflation?
The old doctrine of fiscal retreat
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ACEMAXX-ANALYTICS
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