ADAM TOOZE

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Ford’s downgrade to junk adds…

March 27, 2020

Ford’s downgrade to junk adds an indigestible chunk of $36bn in “fallen angel” debt to the stretched junk/HY market… https://t.co/pC5ubbsnMJ

RT @ctorresreporter: Ice cream CPI. This is out of control We need tighter monetary policy. Seasonally adjusted, mind you, so

August 9, 2022

RT @ctorresreporter: Ice cream CPI. This is out of control We need tighter monetary policy. Seasonally adjusted, mind you, so clearly too m…

Global rate of shipbuilding never recovered from 2000s boom-bust cycle -> capacity shortages now will not be fixed in short-run.

August 9, 2022

Global rate of shipbuilding never recovered from 2000s boom-bust cycle -> capacity shortages now will not be fixed in short-run. ft.com/content/9bdc26… https://t.co/cAufcDGTJx

Congestion at ports and slow turnaround is hobbling global shipping capacity. The proportion of the world cargo fleet in port

August 9, 2022

Congestion at ports and slow turnaround is hobbling global shipping capacity. The proportion of the world cargo fleet in port was up 7 percentage points