acemaxx analytics
@acemaxx.bsky.social
macro economics, charts, books, short interviews, Alumni University of St. Gallen, Switzerland
https://acemaxxanalytics.substack.com/
https://acemaxxanalytics.substack.com/
#economics
A new upcoming #book “Money Beyond Borders” – Global Currencies from Croesus to #Crypto – by Prof Barry Eichengreen March 17, 2026 @princetonupress.bsky.social
press.princeton.edu/books/hardco...
A new upcoming #book “Money Beyond Borders” – Global Currencies from Croesus to #Crypto – by Prof Barry Eichengreen March 17, 2026 @princetonupress.bsky.social
press.princeton.edu/books/hardco...
January 6, 2026 at 8:41 AM
#economics
A new upcoming #book “Money Beyond Borders” – Global Currencies from Croesus to #Crypto – by Prof Barry Eichengreen March 17, 2026 @princetonupress.bsky.social
press.princeton.edu/books/hardco...
A new upcoming #book “Money Beyond Borders” – Global Currencies from Croesus to #Crypto – by Prof Barry Eichengreen March 17, 2026 @princetonupress.bsky.social
press.princeton.edu/books/hardco...
#Venezuela has the world's largest estimated #oil reserves, but its crude #output is a fraction of its #capacity due to decades of mismanagement, lack of investment and sanctions, chart @reuters.com
January 6, 2026 at 7:48 AM
#Venezuela has the world's largest estimated #oil reserves, but its crude #output is a fraction of its #capacity due to decades of mismanagement, lack of investment and sanctions, chart @reuters.com
The 15% increase in the average US #tariff rate in 2025 was the largest in the modern era --- assessing the likely impacts of such a large and sudden change, or tariff shock, on #unemployment and #inflation is crucial for monetary policy, chart @sffed www.frbsf.org/research-and...
January 6, 2026 at 7:23 AM
The 15% increase in the average US #tariff rate in 2025 was the largest in the modern era --- assessing the likely impacts of such a large and sudden change, or tariff shock, on #unemployment and #inflation is crucial for monetary policy, chart @sffed www.frbsf.org/research-and...
#peace and #prosperity in #Venezuela will come from democracy, not oil, writes Ricardo Hausmann - wishing otherwise, as Donald Trump does, is delusional - chart @economist.com
www.economist.com/by-invitatio...
www.economist.com/by-invitatio...
January 6, 2026 at 7:14 AM
#peace and #prosperity in #Venezuela will come from democracy, not oil, writes Ricardo Hausmann - wishing otherwise, as Donald Trump does, is delusional - chart @economist.com
www.economist.com/by-invitatio...
www.economist.com/by-invitatio...
#expectations for further rate #cuts have buoyed bonds too, handing UST investors the best annual performance for 5y as #inflation retreated, although it remains above #Fed's average 2% target, chart @reuters.com @naomirovnick.bsky.social www.reuters.com/world/asia-p...
January 6, 2026 at 6:51 AM
#expectations for further rate #cuts have buoyed bonds too, handing UST investors the best annual performance for 5y as #inflation retreated, although it remains above #Fed's average 2% target, chart @reuters.com @naomirovnick.bsky.social www.reuters.com/world/asia-p...
#geopolitics take center stage in the new year, chart @bloomberg.com
January 6, 2026 at 6:40 AM
#geopolitics take center stage in the new year, chart @bloomberg.com
US #manufacturing activity shrank in Dec by the most since 2024, capping a rough year for American factories, chart @economics www.bloomberg.com/news/article...
January 6, 2026 at 6:37 AM
US #manufacturing activity shrank in Dec by the most since 2024, capping a rough year for American factories, chart @economics www.bloomberg.com/news/article...
A resolution for #Venezuelan #debt could prove tricky. The country has to unwind a $154bn web of defaulted #bonds, loans and legal judgments owed to creditors from #WallStreet to #Russia - chart @markets www.bloomberg.com/news/article...
January 6, 2026 at 6:27 AM
A resolution for #Venezuelan #debt could prove tricky. The country has to unwind a $154bn web of defaulted #bonds, loans and legal judgments owed to creditors from #WallStreet to #Russia - chart @markets www.bloomberg.com/news/article...
#HedgeFunds profit as #Venezuela ‘s bond surge, chart @financialtimes.com
www.ft.com/content/9403...
www.ft.com/content/9403...
January 6, 2026 at 6:22 AM
#HedgeFunds profit as #Venezuela ‘s bond surge, chart @financialtimes.com
www.ft.com/content/9403...
www.ft.com/content/9403...
Bank of #Israel decided on Jan 5, 2026 to lower the interest to 4% -- The #inflation environment has moderated. CPI for Nov declined by 0.5%, and annual inflation is 2.4%, chart BoI www.boi.org.il/en/communica...
January 6, 2026 at 6:17 AM
Bank of #Israel decided on Jan 5, 2026 to lower the interest to 4% -- The #inflation environment has moderated. CPI for Nov declined by 0.5%, and annual inflation is 2.4%, chart BoI www.boi.org.il/en/communica...
Why is UST Yield Curve Steepening?
acemaxxanalytics.substack.com/p/why-is-ust...
While a steeper yield curve is typically good news for banks, it does not guarantee economic growth if other factors that influence borrowing, such as consumer confidence and the labor market, deteriorate.
acemaxxanalytics.substack.com/p/why-is-ust...
While a steeper yield curve is typically good news for banks, it does not guarantee economic growth if other factors that influence borrowing, such as consumer confidence and the labor market, deteriorate.
January 5, 2026 at 9:07 AM
Why is UST Yield Curve Steepening?
acemaxxanalytics.substack.com/p/why-is-ust...
While a steeper yield curve is typically good news for banks, it does not guarantee economic growth if other factors that influence borrowing, such as consumer confidence and the labor market, deteriorate.
acemaxxanalytics.substack.com/p/why-is-ust...
While a steeper yield curve is typically good news for banks, it does not guarantee economic growth if other factors that influence borrowing, such as consumer confidence and the labor market, deteriorate.
January 5, 2026 at 8:48 AM
Today, Bank of #Israel will keep its base rate at 4.25% acc. to all but one of 12 economists in a #Bloomberg survey. Yet even analysts who predict a hold say it will be a close call; the outlier points to a cut of 25bp, chart @economics www.bloomberg.com/news/article...
January 5, 2026 at 8:35 AM
Today, Bank of #Israel will keep its base rate at 4.25% acc. to all but one of 12 economists in a #Bloomberg survey. Yet even analysts who predict a hold say it will be a close call; the outlier points to a cut of 25bp, chart @economics www.bloomberg.com/news/article...
The pattern of healthy annual returns combined with significant intra-year declines has been observed frequently over recent years, and highlights the importance of maintaining a long-term approach to investing, chart #JPMorganAM
January 5, 2026 at 6:50 AM
The pattern of healthy annual returns combined with significant intra-year declines has been observed frequently over recent years, and highlights the importance of maintaining a long-term approach to investing, chart #JPMorganAM
#commodities
A projected drop in #oil prices
The new #Venezuela oil output may add 1.5mio barrel/day to global #supply, chart @bloomberg.com TV live
A projected drop in #oil prices
The new #Venezuela oil output may add 1.5mio barrel/day to global #supply, chart @bloomberg.com TV live
January 5, 2026 at 6:28 AM
#commodities
A projected drop in #oil prices
The new #Venezuela oil output may add 1.5mio barrel/day to global #supply, chart @bloomberg.com TV live
A projected drop in #oil prices
The new #Venezuela oil output may add 1.5mio barrel/day to global #supply, chart @bloomberg.com TV live
#basketball #euroleague - The love is back! (awesome) #NandodeColo - #French star rejoins #fenerbahce after 3 ½ seasons with #ASVEL, adding leadership and scoring for the playoff race - www.euroleaguebasketball.net/en/euroleagu...
January 5, 2026 at 6:23 AM
#basketball #euroleague - The love is back! (awesome) #NandodeColo - #French star rejoins #fenerbahce after 3 ½ seasons with #ASVEL, adding leadership and scoring for the playoff race - www.euroleaguebasketball.net/en/euroleagu...
January 5, 2026 at 6:19 AM
#inflation is on the schedule for #Switzerland on Thursday. After the gauge unexpectedly dropped to zero in Nov, economists predict a slight uptick, to 0.1%, chart @economics
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
January 4, 2026 at 7:08 AM
#inflation is on the schedule for #Switzerland on Thursday. After the gauge unexpectedly dropped to zero in Nov, economists predict a slight uptick, to 0.1%, chart @economics
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
#ECB ‘s survey of consumer #inflation expectations is on schedule for Thursday, chart @economics
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
January 4, 2026 at 6:58 AM
#ECB ‘s survey of consumer #inflation expectations is on schedule for Thursday, chart @economics
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
US #job gains probably remained modest in Dec, wrapping up one of the weakest years for #employment growth since 2009, chart @economics
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
January 4, 2026 at 6:52 AM
US #job gains probably remained modest in Dec, wrapping up one of the weakest years for #employment growth since 2009, chart @economics
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
#doodle
In standard business and social usage, #HappyNewYear is appropriate through the first week of January, and sometimes slightly beyond, depending on context.
In standard business and social usage, #HappyNewYear is appropriate through the first week of January, and sometimes slightly beyond, depending on context.
January 4, 2026 at 6:27 AM
#doodle
In standard business and social usage, #HappyNewYear is appropriate through the first week of January, and sometimes slightly beyond, depending on context.
In standard business and social usage, #HappyNewYear is appropriate through the first week of January, and sometimes slightly beyond, depending on context.
(must-read) The Brazen Illegality of Trump’s #Venezuela Operation:
A scholar of international law on the implications of the U.S. arrest of #NicolásMaduro – interview @oonahathaway.bsky.social #YaleLawSch -
chart @newyorker.com
www.newyorker.com/news/q-and-a...
A scholar of international law on the implications of the U.S. arrest of #NicolásMaduro – interview @oonahathaway.bsky.social #YaleLawSch -
chart @newyorker.com
www.newyorker.com/news/q-and-a...
January 4, 2026 at 6:02 AM
(must-read) The Brazen Illegality of Trump’s #Venezuela Operation:
A scholar of international law on the implications of the U.S. arrest of #NicolásMaduro – interview @oonahathaway.bsky.social #YaleLawSch -
chart @newyorker.com
www.newyorker.com/news/q-and-a...
A scholar of international law on the implications of the U.S. arrest of #NicolásMaduro – interview @oonahathaway.bsky.social #YaleLawSch -
chart @newyorker.com
www.newyorker.com/news/q-and-a...
The cost of #hedging a USD investment, chart #JPMorganAM
January 3, 2026 at 10:44 AM
The cost of #hedging a USD investment, chart #JPMorganAM
Global Monetary Policy, chart #JPMorganAM
January 3, 2026 at 10:43 AM
Global Monetary Policy, chart #JPMorganAM