ADAM TOOZE

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The appreciation over last twenty years of the dollar v. EM ex China is dramatic. @IIF via @SoberLook https://t.co/jog6OcIIL4

November 28, 2020

The appreciation over last twenty years of the dollar v. EM ex China is dramatic. @IIF via @SoberLook https://t.co/jog6OcIIL4

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