I know who these folks are. But the point they are making is worth thinking about. twitter.com/qiaocollective…
Every new installment of the Chartbook Newsletter series of March 2020 Treasury turmoil elicits new and interesting reactions. Get the series here: adamtooze.substack.com This one
If hedge funds were big sellers in US Treasury turmoil in March 2020 one has to ask why. adamtooze.substack.com/p/chartbook-ne… Part of problem was a $90bn
“Anything we can actually do we can afford.” Keynes: 1942 How much does finance actually matter. Revived recently by @AnnPettifor in Case for Green New
@MusilTweets Xmas coming up and all …
Stratospheric Controlled Perturbation Experiment (SCoPEx) is a scientific experiment releasing materials at high altitude to test possibilities of geoengineering. Based at Harvard with Gates backing.
“The Fed just overwhelms everything,” says Rick Rieder, chief investment officer of global fixed income at BlackRock. Nice piece by @jmackin2 on figuring out the
Ok … Barnier’s fabulous scarf is a regular item. Can anyone id it? Asking as a man with a bit of a scarf habit/problem/collection ….
That is a great scarf Barnier is sporting …. twitter.com/Brexit/status/…
RT @Brexit: Brexit latest: • EU sees Wednesday as cut-off day • Barnier pessimistic on prospects for deal • Macron, Merkel involved in ne…
@HeatherJamesArt My thoughts very much in gestation, but thanks for asking. It is a very interesting question! Do you have recommendations of stuff I can
Of the top 15 arms manufacturers in the world, 7 are US, 4 West European, 3 Chinese, 1 Russian. @SIPRIorg sipri.org/sites/default/… https://t.co/ghsJeAdRcA
How much damage did the unwinding of hedge fund bets do to US Treasury market in March? OFR’s Annual Report puts sell off at $242
ILO estimates that corona shock has hit women’s pay significantly worse than men’s. bloomberg.com/news/articles/… https://t.co/sU5nBthAFJ
Europe’s renewed efforts to contain its very severe 2nd corona outbreak are succeeding. In the US, not so much. twitter.com/EricTopol/stat…
To ensure continuity of electricity supply grid needs generating capacity that can start quickly. Coal & nuclear plants that boil a giant kettle of steam
America has been #1 oil refiner since start of oil age in mid-19th c., but China will dethrone U.S. as early as 2021, according to
Right now, we are all in a haze, but wake up in Q4 2021 and you will see a world in which China has made
Its an unfamiliar world so lets go over this one more time: Vaccine = good news for growth -> 30yr Treasury should sell off BUT
One bad bit of Vaccine news: Oil major Exxon Mobil is up 23% so far in November, putting it on track for its best month
What happened in US Treasury markets in 2020? Read the first two parts of a new series Chartbook Newsletter #5 Chartbook Newsletter #7 Interspersed with
When you hear urgent warnings in 2021 of impending surge in US inflation, think of this …. Capacity utilization way down. We AINT there yet!
Bolsonaro’s gov in Brazil responded to corona shock with denial on public health AND massive stimulus to deal with econ fallout. Debt market hawks are
"They came for the yield and stayed for the currency: why foreigners are buying Chinese bonds like never before" bloomberg.com/news/articles/… https://t.co/8Xtxj3cSiH
RT @DiMartinoBooth: Positively giddy via @Citi @Quillintel @SoberLook https://t.co/XkA3TfezPi
Trump deficits from 2017 -> surge of US Treasury issuance -> significant slice of US Treasuries ended up precariously balanced in highly leveraged hedge funds.
Will the Brexit talks “Fail”? @alanbeattie with all guns blazing, responding to a tweet by @kevinhorourke is a formula for a truly BRILLIANT column. So
RT @kevinhorourke: I don't know if there'll be an EU-UK FTA but if there isn't there'll be talk of "failure". But if there's no deal
"The story of U.S. inflation in 2021 could very well amount to this: It’s all a mirage.” As service sector activity bounces back and certain
RT @GeneralTheorist: @Machiavellecon “He wants eleven dollar bills, but you only got ten.” The first second generation currency crisis expo…
How admidst talk of a “new Cold War” and “uncoupling”, China’s sovereign bonds became a significant Global Yield Play with hundreds of billions likely to
"Weird Left Finance Twitter” = product of a world in which war on inflation has been “over-won”. "you would have to completely ignore the data
RT @RobinWigg: Would seriously read a compilation like this from every generation. "The high street club bangers of the Greatest Generation…
In March 2020 did leveraged hedge funds almost bring the Treasury market down? The debate continues. Fed/OFR/big banks taking different positions. For part II of
This is a really interesting thread in response to a casual comment about Bob Dylan and $ 200m. Thanks @SashoTodorov1 twitter.com/SashoTodorov1/…
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