ADAM TOOZE

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“You can’t predict what will happen and you don’t know how markets will react”. In the event markets decided that

November 7, 2020

“You can’t predict what will happen and you don’t know how markets will react”. In the event markets decided that there was really no downside to America’s election, either way, blue wave or not. @RobinWigg @colbyLsmith @katie_martin_fx
ft.com/content/6d67f2… https://t.co/QKBEdItouB

EU/ECB’s lowflation problem is far worse than that of the US/Fed. BUT even US bond markets have never worried about

January 15, 2021

EU/ECB’s lowflation problem is far worse than that of the US/Fed. BUT even US bond markets have never worried about more than 2.5% inflation in

2020 left the metabolism of global trade in complete chaos. Surge in Chinese exports -> remarkable spike in container shipping

January 15, 2021

2020 left the metabolism of global trade in complete chaos. Surge in Chinese exports -> remarkable spike in container shipping prices. @JeffWeniger @SoberLook https://t.co/kqvFYO2jSd

China’s share of German exports surged from 1 to almost 8 percent over last 25 years = critical factor in

January 15, 2021

China’s share of German exports surged from 1 to almost 8 percent over last 25 years = critical factor in Berlin’s China policy. @FT via