ACEMAXX ANALYTICS @acemaxx
Senior Economist - @HSG_Alumni acemaxxanalytics.substack.com Zurich Joined February 2009-
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#doodle #APPL The Rise of the #Tech Oligarchy #APPLE #TimCook thanks US President Trump 8x within 2 minutes.
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#labubu (must-watch episode) #SouthPark S27 E4 “Wok is Dead” – Manager at the “City Asian Pop-Up Store”: “You think I pay tariff? No, no, no, you pay #tariff – You get fucked by tariff – In #China we call that hot potato” @IMDb imdb.com/title/tt012195…
#Swiss CB Chairman Martin Schlegel @SNB_BNS rejected criticism that #SNB had previously cut rates too much, leaving it little room to react to economic shocks before it entered negative territory again, chart @ReutersBiz reuters.com/business/finan…
Is the US #equity market in a #bubble? Investors should not get too comfortable with the high double-digit equity market returns experienced in recent years, especially as the US economy downshifts into 2026, chart @JPMorganAM
The continued rise in volumes is visible in container data. #Shanghai’s port handled a record number of containers last month and all terminals in #China processed more than 6.5mio #containers for each of the past 5 weeks, chart @economics bloomberg.com/news/articles/…
#China's exports growth slowed to a 6-month low in August, as a brief boost from a #tariff truce with the U.S. faded, EXP: +4.4%Y, IMP: +1.3%Y, surplus: $102.3bn (June: $98.2bn), chart @ReutersBiz reuters.com/world/china/ch…
#euro area in dire straits While part of this weakness reflects payback from #tariff-related front-loading, underlying growth (including private consumption and investment) also remains sluggish, chart @GoldmanSachs
Exceptional US large cap #earnings growth has driven better performance in recent years. Going forward, GS Research expects profits to expand across markets, chart @GoldmanSachs
US economy is showing signs of slowdown: a softening #labor market, depressed #sentiment, and fiscal drag. However, financial risks remain largely in check, notes @GoldmanSachs
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