ADAM TOOZE

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As the markets digest the news of defaults on Chinese SOE backed by provincial governments, investors have been selling high-rated

November 25, 2020

As the markets digest the news of defaults on Chinese SOE backed by provincial governments, investors have been selling high-rated state-owned-enterprise (SOE) bonds in provinces where local governments have poor reputations.
@Gavekal via @SoberLook https://t.co/kljh0fI1Z8

More circumstantial evidence for the effect of a sudden pop in markups on the current inflationary surge. @SoberLook thedailyshot.com/2022/06/28/bus… https://t.co/HBcYTT0gXM

June 28, 2022

More circumstantial evidence for the effect of a sudden pop in markups on the current inflationary surge. @SoberLook thedailyshot.com/2022/06/28/bus… https://t.co/HBcYTT0gXM

As US financial markets have come to expect a much more severe Fed tightening cycle, inflation expectations have drifted significantly

June 28, 2022

As US financial markets have come to expect a much more severe Fed tightening cycle, inflation expectations have drifted significantly lower. Faith in the Fed

Oh for the love of god … or perhaps that should be “oil" .. Biden turns to MBS and now

June 28, 2022

Oh for the love of god … or perhaps that should be “oil" .. Biden turns to MBS and now …. Macron (for fear of