ADAM TOOZE

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The shares of US homebuilders…

March 21, 2020

The shares of US homebuilders have fallen more in the last week than they did in any equivalent period 2008-9. Wors… https://t.co/4jxzPBb1sv

More circumstantial evidence for the effect of a sudden pop in markups on the current inflationary surge. @SoberLook thedailyshot.com/2022/06/28/bus… https://t.co/HBcYTT0gXM

June 28, 2022

More circumstantial evidence for the effect of a sudden pop in markups on the current inflationary surge. @SoberLook thedailyshot.com/2022/06/28/bus… https://t.co/HBcYTT0gXM

As US financial markets have come to expect a much more severe Fed tightening cycle, inflation expectations have drifted significantly

June 28, 2022

As US financial markets have come to expect a much more severe Fed tightening cycle, inflation expectations have drifted significantly lower. Faith in the Fed

Oh for the love of god … or perhaps that should be “oil" .. Biden turns to MBS and now

June 28, 2022

Oh for the love of god … or perhaps that should be “oil" .. Biden turns to MBS and now …. Macron (for fear of