ADAM TOOZE

Twitter

With hedging costs down "Even buying AAA-rated U.S. corporate debt and hedging exposure offers a higher yield to Japanese investors

August 7, 2020

With hedging costs down "Even buying AAA-rated U.S. corporate debt and hedging exposure offers a higher yield to Japanese investors than buying the limited universe of BBB-rated Japanese corporate debt.” @Birdyword
wsj.com/articles/forei… https://t.co/cjrk5dXsPs

Might be time to think of ways in which one might source some cheap steel for the overheated US market.

March 7, 2021

Might be time to think of ways in which one might source some cheap steel for the overheated US market. I mean, it might help

Meanwhile … in the world of industrial grand strategy and geoeconomics, the question is still, where is China going to

March 7, 2021

Meanwhile … in the world of industrial grand strategy and geoeconomics, the question is still, where is China going to get its microchips from. thedailyshot.com/2021/03/04/hom…

Or perhaps better: “how much will buying increase at marginally higher rates?” twitter.com/adam_tooze/sta…

March 7, 2021

Or perhaps better: “how much will buying increase at marginally higher rates?” twitter.com/adam_tooze/sta…