ADAM TOOZE

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If limit of primary dealer balance sheet capacity was a key factor driving March US Treasury market turmoil, it was

November 23, 2020

If limit of primary dealer balance sheet capacity was a key factor driving March US Treasury market turmoil, it was a problem that had been building up over time. Broker-dealer holdings had been elevated since 2018!
bis.org/publ/arpdf/ar2…

federalreserve.gov/publications/f… https://t.co/aOnMaYxtCw

Energy Capex as a % of operating cash flow is at historic lows. A lot hinges on how you explain

June 28, 2022

Energy Capex as a % of operating cash flow is at historic lows. A lot hinges on how you explain this. thedailyshot.com/2022/06/28/bus… https://t.co/VkOyCMuPqs

Over the next five year Fitch expects global steel prices to retreat – as growth in China slows – but

June 28, 2022

Over the next five year Fitch expects global steel prices to retreat – as growth in China slows – but to remain at historically elevated

Interestingly, if you had to pick out a country that combined extreme inequality with severe, imported food-price inflation it would

June 28, 2022

Interestingly, if you had to pick out a country that combined extreme inequality with severe, imported food-price inflation it would be …. Colombia! thedailyshot.com/2022/06/28/bus… https://t.co/HGamf8R9sS