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acemaxx analytics @acemaxx.bsky.social · 18m

#doodle #sports
OK, it’s time for #weekend #workout
A #rolling stone gather no moss.

acemaxx analytics @acemaxx.bsky.social · 35m

What Drives #Gold ’s Price and What it Tells Us?

Barbarous Relict or Blessing?

#Gold is not a simple “ #inflation hedge ” anymore: it seems to be a #confidence barometer for the entire global monetary order.

acemaxxanalytics.substack.com/p/what-drive...

acemaxx analytics @acemaxx.bsky.social · 47m

“Expert reports” such as that of Minister #KaterinaReiche 's libertarian group lead to even more blind mercantilism being advocated than is already the case.

acemaxx analytics @acemaxx.bsky.social · 48m

Heiner Flassbeck takes on the latest report by #German Minister for Economic Affairs:
Making international comparisons without mentioning and criticizing the #mercantilism of surplus countries is #manipulative and perfidious.
www.relevante-oekonomik.com/2025/10/10/l...

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acemaxx analytics @acemaxx.bsky.social · 1h

S&P 500 is up about 15% this year—even after a 19% drawdown and full recovery—outpacing its historical annual average. US-listed #ETFs have pulled in $950bn so far, including a record $150bn in Sept. Annual flows are on pace to top $1trn for the first time.

acemaxx analytics @acemaxx.bsky.social · 1h

#SellAmerica, they said - but everything rallied anyway, chart #JPMorganAM

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acemaxx analytics @acemaxx.bsky.social · 1h

Markets braced for a bear market - but the bull run rages on, chart #JPMorganAM

acemaxx analytics @acemaxx.bsky.social · 1h

Global equity risk premiums, chart #MorganStanley

acemaxx analytics @acemaxx.bsky.social · 1h

Global price-to-book ratios, chart #MorganStanley

acemaxx analytics @acemaxx.bsky.social · 1h

Therefore, the impact of #tariffs will be much bigger than for the #European Union, where direct exposure to the US amounts to 1.9% of GDP.

acemaxx analytics @acemaxx.bsky.social · 1h

US #tariffs are a significant risk for the #Swiss economy as its exposure to the US market is big, amounting to 4% of GDP, chart @ING_Economics

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acemaxx analytics @acemaxx.bsky.social · 1h

A 39% blanket tariff was imposed on #Swiss exports on 1 Aug 2025, with sectoral #tariffs reaching 50% for #metals and selective exclusions for critical #pharmaceutical products and #gold - chart @ING_Economics

acemaxx analytics @acemaxx.bsky.social · 1h

This reflects the surprisingly hawkish shift in #BoJ’s view since its Sept policy meeting and upward revisions to growth and inflation projections, driven by the US economy’s resilience.

acemaxx analytics @acemaxx.bsky.social · 1h

#Japan
#BoJ is expected to hike rates by 0.25% in Dec 2025, and 0.25% in mid-2026, chart @oxfordeconomics

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acemaxx analytics @acemaxx.bsky.social · 1h

US weekly #jobless claims increased amid Govt #shutdown, economists estimate, chart @reuters.com
www.reuters.com/world/us/us-...

acemaxx analytics @acemaxx.bsky.social · 1h

UST Sec Scott Bessent announced a lifeline for #Argentina yesterday that’s designed to rescue the country’s financial markets from deepening turmoil and get President #JavierMilei — a close ally of the Trump administration — out of a hole, chart @economics

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acemaxx analytics @acemaxx.bsky.social · 1d

#Swiss consumer #sentiment remains sluggish, chart @SECO_CH
www.news.admin.ch/de/newnsb/80...

acemaxx analytics @acemaxx.bsky.social · 1d

#Tech
A new #book Gilded Rage by @JacobSilverman.com #ElonMusk and the Radicalisation of #SiliconValley @bloomsburybooksuk.bsky.social 09, 2025
www.bloomsbury.com/uk/gilded-ra...

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acemaxx analytics @acemaxx.bsky.social · 1d

Market expectations for future CB policy rates, chart #MorganStanley

acemaxx analytics @acemaxx.bsky.social · 1d

CB policy rates, chart #MorganStanley

acemaxx analytics @acemaxx.bsky.social · 1d

Falling #inflation expectations have eased stock-bond
#correlations, while higher UST term premiums have kept long-term yields elevated, chart #MorganStanley

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acemaxx analytics @acemaxx.bsky.social · 1d

Say again? A tirade of insults:
This gentleman suggests #Paris to cut spending - In the midst of severe stagnation, to send the economy into a deeper crisis? A dogmatic ideologue gets so much screen time. I'm turning off @bloomberg.com TV now.

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acemaxx analytics @acemaxx.bsky.social · 1d

While short-term rates are declining, long-term rates are increasing. This interest rate behavior may be signaling an expectation of future fiscal deficits and large debt-to-GDP ratios, which would result in higher interest rates, notes #stlouisfed
www.stlouisfed.org/on-the-econo...

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acemaxx analytics @acemaxx.bsky.social · 1d

The surge in #gold prices above $4,000 per ounce is spilling over into other precious metals on fears the Trump administration's unorthodox economic policies will see a debasement of the US currency, chart @reutersmiked.bsky.social
www.reuters.com/business/fin...

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acemaxx analytics @acemaxx.bsky.social · 1d

#China has unveiled sweeping #ExportControls on #rare #earths and related technologies, as it boosts its leverage over critical #minerals ahead of an expected meeting this month b/w Presidents Trump and Xi Jinping - chart @financialtimes.com
www.ft.com/content/c4b2...

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