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@acemaxx "Over the past 25y UST Index has delivered -XXXX% in Oct or -XXX% annualized on a median total return basis. During that period Oct UST Index #returns have exhibited statistical significance at the XX% confidence interval confirming strong #seasonality"
X Link @acemaxx 2025-10-15T07:53Z 6639 followers, XXX engagements

"#stock #gold #correlation is oddly positive this BullMarket - chart @MorganStanley"
X Link @acemaxx 2025-10-14T06:21Z 6639 followers, XXX engagements

"#Chinas consumer prices fell in Sept while producer #deflation persisted as prolonged domestic #weakness and renewed #trade tensions weighed on consumer and business confidence"
X Link @acemaxx 2025-10-15T06:25Z 6639 followers, XXX engagements

"S&P XXX is up about XX% this yeareven after a XX% drawdown and full recoveryoutpacing 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"
X Link @acemaxx 2025-10-11T08:00Z 6639 followers, XXX engagements

"#cockroaches in the private #credit sector #JamieDimon @jpmorgan CEO expects further weak links in #ShadowBanking sector to be revealed after collapse of two US firms chart @guardian"
X Link @acemaxx 2025-10-15T06:55Z 6639 followers, XXX engagements

"Purchases of #gold #ETFs are up almost XX% this year chart @MorganStanley"
X Link @acemaxx 2025-10-15T07:49Z 6639 followers, XXX engagements

"Global #trade flows have expanded from $6.5trn in 2000 to $24.1trn in 2024 growth boosted by various trade finance tools that enable importers and exporters to transact more confidently across borders chart @GoldmanSachs"
X Link @acemaxx 2025-10-15T07:36Z 6639 followers, XXX engagements

"10y UST #breakevens imply core #inflation is returning closer to X% while current levels remain closer to X% notes @MorganStanley"
X Link @acemaxx 2025-10-09T06:23Z 6639 followers, XXX engagements

"#China #inflation CPI in Sept 2025: -0.3%Y 0.1%M PPI: -2.3%Y chart @Reuters .com"
X Link @acemaxx 2025-10-15T06:24Z 6639 followers, XXX engagements

"#Chinas retaliatory port levies are exposing oil #shipping companies to hefty #fees making them scramble for relevant paperwork and contributing to delays cancellations and spiraling #freight costs chart @markets"
X Link @acemaxx 2025-10-16T06:13Z 6639 followers, XXX engagements

"The rally in #freight rates was triggered by #China saying it would impose its ownadditional port feeson US-linked #vessels a #retaliatory measure against US #portfee hikes for #Chinese ships announced earlier in the year - chart @Reuters .com"
X Link @acemaxx 2025-10-16T06:09Z 6639 followers, XXX engagements

"#IPO European listings are showing signs of a #revival as a string of companies launch or prepare initial public offerings giving hope to the regions capital markets after a prolonged slowdown chart @FT .com"
X Link @acemaxx 2025-10-12T08:01Z 6638 followers, XXX engagements

"#gold US #dollar correlation is strongly negative chart @MorganStanley"
X Link @acemaxx 2025-10-15T07:46Z 6639 followers, XXX engagements

"#stocks are the benchmark risk-on asset with #gold typically a safe-haven risk-off asset. So the fact that gold has vastly outperformed stocks which themselves have surged more than XX% over the past 3y is odd and has raised many questions"
X Link @acemaxx 2025-10-14T06:23Z 6639 followers, XXX engagements

"#SellAmerica they said - but everything rallied anyway chart @JPMorganAM"
X Link @acemaxx 2025-10-11T07:59Z 6639 followers, XXX engagements

"#Bitcoin (black line) In reality US dollar is not in grave danger. #Gold (blue line)issurging but that doesnt mean its going to replacemajor securities markets and currencies chart @markets"
X Link @acemaxx 2025-10-16T06:07Z 6639 followers, XXX engagements

"Global equity risk premiums chart @MorganStanley"
X Link @acemaxx 2025-10-11T07:45Z 6638 followers, XXX engagements

"#Japan #inflation (core CPI) versus BoJ policy rate chart @ReutersBiz .com"
X Link @acemaxx 2025-10-08T05:48Z 6638 followers, XXX engagements

"#Germany still relies on old industries such as auto manufacturing and its #underinvesting in technology-related growth industries that are less susceptible to trade tensions notes @GoldmanSachs"
X Link @acemaxx 2025-10-12T07:40Z 6638 followers, XXX engagements

"#China #trade data Sept 2025: EXP (accelerated): +8.3%Y IMP: +7.4%Y trade surplus: $XXXX - chart @FT .com"
X Link @acemaxx 2025-10-13T06:09Z 6639 followers, XXX engagements

"#Picture When the #ferry arrives I can cross Lake #Zurich. It's the highlight of my day. It's wonderful to take in the scenery"
X Link @acemaxx 2025-10-14T07:14Z 6639 followers, XXX engagements

"UST seasonal duration weakness as an opportunity notes chart @MorganStanley"
X Link @acemaxx 2025-10-15T07:42Z 6639 followers, XXX engagements

"Some investors fret that the rally driven by the easing of fears over a global #trade war and expectations of deeper interest rate #cuts by the #Fed has left the #credit market pricing in an overly optimistic scenario for global economic growth chart @FT"
X Link @acemaxx 2025-10-16T07:12Z 6639 followers, XXX engagements

"re: #cockroaches #JamieDimon s Insect Forecast @jpmorgan CEO"
X Link @acemaxx 2025-10-15T07:03Z 6639 followers, XXX engagements

"GS Researchs forecasts for #Germany are now significantly above the countrys XXX% potential #growth rate and the prevailing consensus among economists chart @GoldmanSachs"
X Link @acemaxx 2025-10-12T07:39Z 6639 followers, XXX engagements

"#Germany #inflation CPI in Sept 2025: 2.4%Y 0.2%M (Aug: XXX% July: 2.0%) - higher due to #services prices: +3.4%Y (goods prices up 1.4%) chart @destatis"
X Link @acemaxx 2025-10-14T06:17Z 6639 followers, XXX engagements

"Govts settle budget #deficits with #savings OMG that's so wrong And imagine: this is written by the dean of Sciences Po of Management with a career at #ECB and #GoldmanSachs - @FT op-ed"
X Link @acemaxx 2025-10-14T06:03Z 6639 followers, XXX engagements

"EAs 3rd biggest economy #Italy won its first upgrade from #Fitch Ratings since 2021 as the credit assessor rewarded Govt for its deficit-cutting efforts chart @economics"
X Link @acemaxx 2025-09-21T07:10Z 6638 followers, 2209 engagements

"A Govt #shutdown only affects programs funded by Congressional appropriations also known as discretionary spending chart @GoldmanSachs"
X Link @acemaxx 2025-10-05T06:23Z 6639 followers, XXX engagements