The financial turmoil in March 2020 was in some ways more disturbing than in 2008. Why? Because it roiled the $20trn US Treasury market. And there is NOTHING scarier than that! See the new chart book newsletter:
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Fancy a quick MLK day seminar on China 2020? Read @S_Rabinovitch and @michaelxpettis threads back to back. twitter.com/S_Rabinovitch/…
Laschet is not Merz -> better fit than a Black-Green coalition. BUT he is not Roettgen either -> Laschet’s middle of road business-CDU approach to
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