Sitemap - 2025 - ACEMAXX-ANALYTICS’s Newsletter
Presidential Pressure on Fed – Trump Hammers Powell
SNB: Zero Policy Rate and Negative Market Rates
Hedging Premium: UST vs German Bunds
Why ECB Risks Reinforcing Disinflation
ECB and the Cost of Underinvestment
Berlin Rails against 4-Day Week and Work-Life-Balance
What’s Odd About ECB’s current projections?
Germany’s Fiscal Spending Eases Credit Default Swaps
US Policy Uncertainty and USD Selling Pressure
Export Surpluses and Capital Outflows: Asia vs. Germany
Sayonara Japan - Germany is Now World’s Largest Creditor
UST Bonds and Interest-Rate Swaps
It’s Time to Retire “Bond Vigilantes” Myth
Germany: More Work, More Productivity - But for What Reward?
Reverse Yankees and FX-Markets
Germany’s CA-Surplus and Export Share of GDP
Trade Deficits and Capital Flows
ECB’s Restrictive Monetary Conditions in the Face of Tariffs
Current Account Balance and «Savings Glut»
Trump Tariffs and Consumer Inflation Expectations
Tariffs, Inflation and Real Interest Rates
Euro and German Bunds on the Rise
Europe’s Mercantilism vs. New Tariffs as Trade Taxes
UST sell-off: From Safe-Haven to Lost-Haven?
US Tariffs versus Germany’s Neo-Mercantilist Model
Tariffs – US Dollar – “Mar-a-Lago Accord”
Why does the ECB keep Interest Rates higher than GDP growth?
Fed’s New Forecasts and A Stagflation Economy
«No Pain, No Gain»: A fitness regime for the living world?
Balanced-Budget and No-Inflation?
Subtracting Government Spending from GDP
“Equity-Efficiency Tradeoff” - Social Benefits vs Investment
Dual Nature of Government Bonds: Liability and Safe Asset
Data Dependency as ECB’s Arm Candy
A “debt-brake” Reform as Fiscal Rubicon for Germany
Devaluation of a Country’s Currency
What are the primary drivers of recent 10y UST yield increases?