ADAM TOOZE

Twitter

The politicization of consumer expectations survey in the US continues to be extreme, but COVID seems to have flipped “independents”

August 17, 2020

The politicization of consumer expectations survey in the US continues to be extreme, but COVID seems to have flipped “independents” from the Rep to the Dem side. @TheTerminal via @SoberLook https://t.co/ySuzKBr54h

If I read this complex chart by @SergiLanauIIF correctly: At current interest rates S Africa would need to embark on

February 28, 2021

If I read this complex chart by @SergiLanauIIF correctly: At current interest rates S Africa would need to embark on a fiscal adjustment relative to

Since 2007 US and EU consumer price inflation is on downward trajectory. @RobinBrooksIIF how does this square with idea that

February 28, 2021

Since 2007 US and EU consumer price inflation is on downward trajectory. @RobinBrooksIIF how does this square with idea that US does not have a

There is inflation and there is runaway inflation. Highly unusual inversion of the break-even curve tells us that markets expect

February 28, 2021

There is inflation and there is runaway inflation. Highly unusual inversion of the break-even curve tells us that markets expect a surge in inflation over