The Trump bubble deflating? Funds rotating out of US large cap equities into ROW equities. @SoberLook https://t.co/PyjMxHAQwx
Two pieces this weekend on the Italian political position. In @ForeignPolicy on Draghi and the Presidency foreignpolicy.com/2022/01/14/mar… And Chartbook #70 on the background on the
@Paolo_Bernardi Completely agree on the rest of Europe.
Thank you @ProfDilettaTega @massimofichera for your extremely illuminating work on Italian and European constitutionalism. Featured big time in Chartbook #70 adamtooze.substack.com/p/chartbook-70… And thank you as