ADAM TOOZE

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2020 EM shock is looking like a very nasty “taper tantrum”. And that is not to downplay the caesura that

December 2, 2020

2020 EM shock is looking like a very nasty “taper tantrum”. And that is not to downplay the caesura that followed 2013. @IIF via @johnauthers
bloomberg.com/opinion/articl… https://t.co/keJ48s5igo

Wow really had to double take. Check out this photo! twitter.com/Trois_Ponts/st…

January 16, 2021

Wow really had to double take. Check out this photo! twitter.com/Trois_Ponts/st…

Cost of shipping a 40-foot container Shanghai-Rotterdam is now six times higher than it was in 2019! bloomberg.com/news/articles/… https://t.co/HgfgBVbmct

January 16, 2021

Cost of shipping a 40-foot container Shanghai-Rotterdam is now six times higher than it was in 2019! bloomberg.com/news/articles/… https://t.co/HgfgBVbmct

@DanielaGabor @jonsindreu @JoMicheII @tomashirstecon @bankofengland So ECB absorbing debt neutralizes pressure from bond markets. BUT because deficits now show up

January 16, 2021

@DanielaGabor @jonsindreu @JoMicheII @tomashirstecon @bankofengland So ECB absorbing debt neutralizes pressure from bond markets. BUT because deficits now show up in ECB balance sheet the