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/
Wall Street is straining to absorb a flood of new bonds from tech companies funding their #AI investments, chart @wsj.com www.wsj.com/finance/inve...
November 26, 2025 at 6:27 AM
Wall Street is straining to absorb a flood of new bonds from tech companies funding their #AI investments, chart @wsj.com www.wsj.com/finance/inve...
#AI #Hyperscalers
While other big #tech stocks have fallen, #Google ’s market value is approaching $4 trillion, chart @wsj.com
www.wsj.com/finance/stoc...
While other big #tech stocks have fallen, #Google ’s market value is approaching $4 trillion, chart @wsj.com
www.wsj.com/finance/stoc...
November 26, 2025 at 6:18 AM
#AI #Hyperscalers
While other big #tech stocks have fallen, #Google ’s market value is approaching $4 trillion, chart @wsj.com
www.wsj.com/finance/stoc...
While other big #tech stocks have fallen, #Google ’s market value is approaching $4 trillion, chart @wsj.com
www.wsj.com/finance/stoc...
November 26, 2025 at 6:15 AM
November 26, 2025 at 6:13 AM
Bank of #Israel ‘s Monetary Committee decided on Nov 24, 2025 to lower the interest rate to 4.25% -- annual inflation has moderated and stood at 2.5% in the past two readings, chart BoI www.boi.org.il/en/communica...
November 26, 2025 at 6:09 AM
Bank of #Israel ‘s Monetary Committee decided on Nov 24, 2025 to lower the interest rate to 4.25% -- annual inflation has moderated and stood at 2.5% in the past two readings, chart BoI www.boi.org.il/en/communica...
For the entire #Swiss economy (private and public sectors together), the gross median monthly wage for a full-time (100%) position was CHF 7024 in 2024. One in ten employees earned a low #wage - chart @SwissStatistics
www.news.admin.ch/de/newnsb/Cz...
www.news.admin.ch/de/newnsb/Cz...
November 25, 2025 at 8:50 AM
For the entire #Swiss economy (private and public sectors together), the gross median monthly wage for a full-time (100%) position was CHF 7024 in 2024. One in ten employees earned a low #wage - chart @SwissStatistics
www.news.admin.ch/de/newnsb/Cz...
www.news.admin.ch/de/newnsb/Cz...
#AI eco system
In a well-functioning, mature ecosystem, the money spent by end users must be sufficient to generate profits throughout the system, chart #JPMorganAM
In a well-functioning, mature ecosystem, the money spent by end users must be sufficient to generate profits throughout the system, chart #JPMorganAM
November 25, 2025 at 8:25 AM
#AI eco system
In a well-functioning, mature ecosystem, the money spent by end users must be sufficient to generate profits throughout the system, chart #JPMorganAM
In a well-functioning, mature ecosystem, the money spent by end users must be sufficient to generate profits throughout the system, chart #JPMorganAM
#China’s trade has also not really suffered, despite the headlines, as #Chinese goods are either redirected to other markets or rerouted via other regions to US consumers, chart #JPMorganAM
November 25, 2025 at 8:17 AM
#China’s trade has also not really suffered, despite the headlines, as #Chinese goods are either redirected to other markets or rerouted via other regions to US consumers, chart #JPMorganAM
#China’s trade has also not really suffered, despite the headlines, as #Chinese goods are either redirected to other markets or rerouted via other regions to US consumers, chart #JPMorganAM
November 25, 2025 at 8:10 AM
#China’s trade has also not really suffered, despite the headlines, as #Chinese goods are either redirected to other markets or rerouted via other regions to US consumers, chart #JPMorganAM
Improving #fundamentals have started to translate into #ratings upgrades across #EM sovereigns and corporates, chart #GoldmanSachs
November 25, 2025 at 7:45 AM
Improving #fundamentals have started to translate into #ratings upgrades across #EM sovereigns and corporates, chart #GoldmanSachs
Following years of underperformance, #European #banks have rebounded with stronger balance sheets and higher profitability, chart #GoldmanSachs
November 25, 2025 at 7:42 AM
Following years of underperformance, #European #banks have rebounded with stronger balance sheets and higher profitability, chart #GoldmanSachs
The higher supply of USTs issued to fund Govt debt is likely to put upward pressure on interest rates. This pressure, in turn, could increase both term premiums and the long-run neutral rate, chart @kansascityfed
www.kansascityfed.org/research/eco...
www.kansascityfed.org/research/eco...
November 25, 2025 at 7:33 AM
The higher supply of USTs issued to fund Govt debt is likely to put upward pressure on interest rates. This pressure, in turn, could increase both term premiums and the long-run neutral rate, chart @kansascityfed
www.kansascityfed.org/research/eco...
www.kansascityfed.org/research/eco...
#Germany ‘s stagnating GDP keeps going in 3Q2025: 0.0%M, 0.3%Q, chart @destatis www.destatis.de/EN/Press/202...
November 25, 2025 at 7:16 AM
#Germany ‘s stagnating GDP keeps going in 3Q2025: 0.0%M, 0.3%Q, chart @destatis www.destatis.de/EN/Press/202...
The effects of #tariffs on the economy do not go in a single direction. On impact and early on they depress #labor markets and #inflation. Over time these effects reverse course, chart @sffed
www.frbsf.org/research-and...
www.frbsf.org/research-and...
November 25, 2025 at 7:06 AM
The effects of #tariffs on the economy do not go in a single direction. On impact and early on they depress #labor markets and #inflation. Over time these effects reverse course, chart @sffed
www.frbsf.org/research-and...
www.frbsf.org/research-and...
(US #tariffs and pay-to-play approach)
Analyzing #Japan’s $550bn pledge to invest in the US,
chart @stlouisfed www.stlouisfed.org/on-the-econo...
Analyzing #Japan’s $550bn pledge to invest in the US,
chart @stlouisfed www.stlouisfed.org/on-the-econo...
November 25, 2025 at 7:02 AM
(US #tariffs and pay-to-play approach)
Analyzing #Japan’s $550bn pledge to invest in the US,
chart @stlouisfed www.stlouisfed.org/on-the-econo...
Analyzing #Japan’s $550bn pledge to invest in the US,
chart @stlouisfed www.stlouisfed.org/on-the-econo...
The key question for the whole #AI ecosystem remains whether the appetite to pay for new #technology from enterprises and consumers will accelerate quickly enough to justify today’s elevated valuations -
chart #JPMorganAM
chart #JPMorganAM
November 25, 2025 at 6:34 AM
The key question for the whole #AI ecosystem remains whether the appetite to pay for new #technology from enterprises and consumers will accelerate quickly enough to justify today’s elevated valuations -
chart #JPMorganAM
chart #JPMorganAM
S&P 500 #sector returns, chart #JPMorganAM
November 25, 2025 at 6:27 AM
S&P 500 #sector returns, chart #JPMorganAM
This week's chart highlights rising #labor market slack, with #unemployment and continuing claims both hitting new highs, chart #JPMorganAM
November 25, 2025 at 6:26 AM
This week's chart highlights rising #labor market slack, with #unemployment and continuing claims both hitting new highs, chart #JPMorganAM
#Swiss companies reported a total of 88,400 job #vacancies in the 3Q2025. Compared to a year ago, this represents a #decrease of 10,300 jobs (–10.5%), chart @BR_Sprecher
www.news.admin.ch/de/newnsb/mm...
www.news.admin.ch/de/newnsb/mm...
November 25, 2025 at 6:20 AM
#Swiss companies reported a total of 88,400 job #vacancies in the 3Q2025. Compared to a year ago, this represents a #decrease of 10,300 jobs (–10.5%), chart @BR_Sprecher
www.news.admin.ch/de/newnsb/mm...
www.news.admin.ch/de/newnsb/mm...
Martin Schlegel @SNB_BNS does not consider the agreement in the #tariff dispute with the US to be a decisive turning point for the #Swiss economy, chart @FuW_News
www.fuw.ch/snb-zoll-ein...
www.fuw.ch/snb-zoll-ein...
November 25, 2025 at 6:11 AM
Martin Schlegel @SNB_BNS does not consider the agreement in the #tariff dispute with the US to be a decisive turning point for the #Swiss economy, chart @FuW_News
www.fuw.ch/snb-zoll-ein...
www.fuw.ch/snb-zoll-ein...
#JamesComey and #LetitiaJames cases dismissed in blow to #DOJ - Judge finds #LindseyHalligan, who led the prosecution of two of the president’s perceived adversaries, wasn’t properly appointed, chart @wsj.com
www.wsj.com/us-news/law/...
www.wsj.com/us-news/law/...
November 25, 2025 at 6:10 AM
#JamesComey and #LetitiaJames cases dismissed in blow to #DOJ - Judge finds #LindseyHalligan, who led the prosecution of two of the president’s perceived adversaries, wasn’t properly appointed, chart @wsj.com
www.wsj.com/us-news/law/...
www.wsj.com/us-news/law/...
#German economy remains deeply stuck in #stagnation – chart @ING_economics @carstenbrzeski.bsky.social
November 24, 2025 at 10:29 AM
#German economy remains deeply stuck in #stagnation – chart @ING_economics @carstenbrzeski.bsky.social
November 24, 2025 at 8:03 AM