ADAM TOOZE

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Price of insuring against a 20% equity market correction has fallen by 1/2 since March but remains elevated. @ecb is

November 26, 2020

Price of insuring against a 20% equity market correction has fallen by 1/2 since March but remains elevated.
@ecb is worried about stability risks. For a review of ECB, Fed and IMF Financial Stability Review see the new Chartbook Newsletter # 4. Sign up!
adamtooze.substack.com/p/chartbook-ne… https://t.co/Y0pIggelXG

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