September 1870 German war artist Heinrich Lang and his colleagues collect their memories of the first phase of the Franco-Prussian war. A sketch of a
RT @redouad: All of @OurWorldInData's data on confirmed COVID-19 cases and deaths has just been updated for September 17. You can explore i…
21 percent of German manuf value added is generated by motor car sector. Structural change in that sector is crucial for national economy. @DanskeBank_UK via
It is striking how far agricultural credit continue to weigh heavily on balance sheets of regional banks in the US. cftc.gov/sites/default/… https://t.co/tp1GuS3sGN
Richest 31 counties in the US, 1 % of total, account for 32% of national GDP in 2018. NYC is 4.8% of GDP -> concentrated
It isnt just US students who have debts, US colleges do too. Not knowing how College business will operate in future creditors may worry. @PIMCO
Btw 1900 and 2015 the world lost over 1/3 of its primary forests (defined by the researchers as those undisturbed by humans for more than
It’s the Economy, Stupid’ Carries Less Weight in 2020 Election, in part because it is just not obvious what Americans voters are actually thinking about
The global distribution of smartphone operating systems is very telling. Brand v. Price correlating with per capita income. @StatistaCharts via @SoberLook https://t.co/T9rAdrisCe
Obviously, given the US track record it is easy to see why one might prefer“neglect”/no LatAm policy. But given the deep interconnections that is surely
RT @Markbohlund: @adam_tooze @IIF @elinaribakova @BHilgenstockIIF @SoberLook The domestic financing of the fiscal deficit is a fairly recen…
Last year, balance sheet strength seemed to matter relatively little to equity valuation. The March 2020 COVID shock put paid to that complacency and split
RT @njtmulder: It's striking the phrase "you can't make an omelet without breaking eggs" is associated mostly with Stalinism, given its use…
South Africa’s economy is ailing, deficit is huge, debt has been downgraded to junk. BUT S Africa borrows in its own currency and its deficits
Love Bonneuil & Fressoz Shock of Anthropocene in part because it is SUCH a French book. Not just Anthropocene = Anglocene. But Geopower – Foucault
Trump admin appears not to have a LatAm policy. Biden was Obama’s point man for region making 16 trips during his time in WH. He
Brazil’s real policy interest rate is now negative = lower than prior to temper tantrum in 2013. @GoldmanSachs via @SoberLook https://t.co/1MjpOQqgVo
Revision of @OECD growth forecasts for 2020 is v. interesting. In general they are better. In China & US case much better. Exception is India,
Intermittent school closures aren’t necessarily bad news for credit investors … Yup. You read correctly. Why is @PIMCO interested in schools? How do schools have
WTO ruling on China tariffs – claiming right to arbitrate, declaring them discriminatory & disproportionate – sparks anger in Washington. World left wondering if, Trump
RT @AestheticaMag: Clemens Ascher’s surreal, candy-coloured compositions are more than what first meets the eye – exploring ideas of aliena…
RT @sovietvisuals: Rehearsal before performance. Photo by Patrick Murphy, Moscow, USSR, 1984 https://t.co/gXAnLEL5Fn
How to Map a “Monster”? Reviewing Yergin’s “The New Map” for @nytimes leave me wondering about problem I was wrestling with in @guardian : how
RT @MaxCRoser: More important than the rate of tests is whether testing is appropriate for the size of the outbreak in a country – this
RT @HarveyMurenow: @adam_tooze Also Linda Clarke's recently republished book: taylorfrancis.com/books/97802033…
RT @MacroCharts: Incredible stat from Bloomberg: "This year’s gap between $SPX best/worst sectors is unusually wide. TECH is up +27% and i…
If you buy an EM equity index. you are buying a portfolio dominated, 42%, by Chinese equity. In 2000 share would have been 5%. thedailyshot.com/2020/09/14/res…
More than 1,200 Indians died from coronavirus in the past day -> death toll 82,000. Confirmed infections = 5m, adding 90k per day. Schools remain
The last twenty years of growth in EME has not been simply a story of piling up capital. There WAS modest TFP growth too. These
RT @Aidan_Regan: Interested in European political economy? This is the syllabus to my updated Autumn 2020 course. docs.google.com/document/d/16q……
The 10yr spread between China and the US hit a multi-year high. Expect this to drive continuing flow of foreign funds into China’s bond markets
Productivity isn’t everything, but in the long run it is almost everything. Paul Krugman (1990) And even before COVID the last 10 years had not
Keck and Lakoff’s books grew out of the same research project on biosecurity at Berkeley, initiated in the wake of 9/11: Avian Reservoirs: Virus Hunters
"Doing the job that liberalism is no longer able to …" That passage from @davies_will still rattling around in my head. twitter.com/adam_tooze/sta…
The EV transition is happening! In Euro Area hybrids now account for 30% of new passenger car registrations. Diesel share has plunged from 70% to
Industrial opal “noodling” equipment … ie sifting old mine workings for precious stones that were missed. passportandpixels.com/digging-opals-… https://t.co/ECKLSCVYOy
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