(riveting) A new upcoming #book «Stopp» – Gegen Kasino Finanzwirtschaft und die Vermarktung by Prof. #MarcChesney Aug 31, 2025 #WestendVerlag westendverlag.de/Stopp/2298
acemaxx analytics
@acemaxx.bsky.social
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macro economics, charts, books, short interviews, Alumni University of St. Gallen, Switzerland https://acemaxxanalytics.substack.com/
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#Nvidia and #AMD recently secured WA’s approval to resume lower-end AI chip sales to #China, on the controversial and legally questionable condition that they give the US Govt a 15% cut of the related revenue.
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In the US equity markets, #risk appetite has seemingly increased: 1) GS Speculative Trading Indicator has risen, 2) CALL options activity has surged, 3) stocks popular with #retail investors have risen, chart #GoldmanSachs
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… complicating the #chipmaker’s attempts to recoup billions in lost #China revenue as well as the Trump administration’s unprecedented push to turn those sales into a US Govt #windfall.
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#China has urged local companies to avoid using #Nvidia’s H20 processors, particularly for Govt-related purposes, chart @technology www.bloomberg.com/news/article...
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Once again, in #Germany’s economy, GDP is diverging significantly from production - @ifo_Institut says it’s a structural change - Heiner Flassbeck agrees to disagree: It’s rather a misjudgment on the part of the Institute www.relevante-oekonomik.com/2025/08/11/n...
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This performance was mainly driven by income from an attractive yield and #spread tightening, which helped offset the impact of higher #German bund yields, chart #GoldmanSachs
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#FX #euro #European HY credit delivered a 1.2% return in July, marking the 19th month of positive returns out of the last 21 and contributing to a ~4% return y-t-d, chart #GoldmanSachs
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If #job growth remains below #breakeven rates (90k), the cracks in the #labor market will likely widen, which could lead to a faster and deeper easing cycle, chart @goldmansachsgroup.bsky.social
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Such narrow #breadth strikes as #vulnerability, not a strength -- such #concentration means that markets are even more divorced from true economic fundamentals.
