ADAM TOOZE

The dog that didn’t bark: So far China is not caught up in EM rout, which is good news. @RobinBrooksIIF… https://t.co/LGXPUPLXfc

How China’s regime is reclaiming the medical whistleblower Li Wen Liang for the CCP’s heroic narrative of the coron… https://t.co/KIL5YLz1d4

Is the Fed taking lessons from Draghi? It will buy Treasuries and agency MBS “in amounts needed to support smooth… https://t.co/WbLbEkRPSh

After Johnson, now Trump is probing the limits of economism I tried to chart in this @guardian piece. “WE CANNOT… https://t.co/6ayNTeGwSW

Neither the hammer nor the dance! This is a major commuter link into London. https://t.co/KM0pVlWmVu

You learn from 2008 that packaging mortgages in MBS is dangerous because their risks ARE correlated. So … you make… https://t.co/QzA1qkZnHY

The scale of these revisions maps the scale of the historic shock to US economic expectations. https://t.co/rZN8F6JbeK

Is it time to ask your parents for their passwords? – Preparing for mass death in the 21st century. After strugglin… https://t.co/MXmtICS9Lp

I have always been struck at the singularly inept choice of military analogies for financial intervention: First ba… https://t.co/8NHULEUvRs

The iconic carry trade of the era of globalization – borrow in $ to invest in EM – has been hurting all year. It is…

The Fed is no longer a small helicopter – whether hopeful or ominous – it is a B1 bomber … https://t.co/ZeLZ3J4x2G

The flight to cash out of investment vehicles like mutual funds has exerted crushing pressure on fund managers & th… https://t.co/0TG0dsiDbK

Add a collapse in energy investment to the list of depressive & deflationary forces. Fearful that this will affect… https://t.co/61s09ekTEs

2020 has been “arb-ageddon” for hedge funds as arbitrage strategies blow up. A term coined in 2008 comes back to h… https://t.co/gWBlLx2e5k

Taper tantrum, 2015-6 nothing as to the shock that the EM bond markets are experiencing right now. @DeutscheBank vi… https://t.co/b6Acq2zEWw

Amidst the general EM exodus, capital flows in and out of China have remained stable. @GoldmanSachs NOTHING like t… https://t.co/A4NQz7sxaH

Shutting restaurants a big deal? Look at these numbers for the US! Admittedly from the National Restaurant Associat… https://t.co/Csw4cXnRKc

Dollar-denominated credit to emerging market economies varies inversely with an index of dollar strength, which is… https://t.co/R2k0akim1K

Distribution of GDP growth forecasts for Q2 2020. The significance of this graph and the bimodal distribution … loo… https://t.co/gMkDd5siHH

For some horrifying historical perspective, the unemployment rate in the Great Depression peaked at 24.9%. And the… https://t.co/5dp32cgPCW

Excellent. Germany’s Saarland has offered its ventilator equipped hospital beds to French patients! This is the str… https://t.co/C4WfQMAHHd

Hi @BaldwinRE light at end of tunnel if you are living in a place with a high-functioning public health system able… https://t.co/HadL8Y9fu0

@jaylyall_red5 @markets Hi @jaylyall_red5 Love your Russian examples. Conveys sense of system implosion. The heroic… https://t.co/g1dYKQXbAa

Astonishingly, America’s ramshackle private healthcare system is about to suffer a financial crisis in the midst of… https://t.co/gaUgUFXrKn

Canary in the mine? In 2007 Korea’s difficulty in getting $ was a harbinger of trouble to come. Last week the Won b… https://t.co/EAMFsQjHcu

@elerianm You are most welcome. Was delighted to hear news when I did a thing at King’s this fall. As a Cambridge v… https://t.co/1FOUljNonU

As Broadway NYC is empty this morning, delighted to see the traffic jamming in Beijing. https://t.co/t8BfuuisYh

@elerianm @robertwolf32 Also President-elect of lovely Queens’ College Cambridge thus lined up to succeed the disti… https://t.co/f3FeQMb0bL

Listen in as a Barclays Investment Bank analyst prods a health care logistics firm about possible “increase prices… https://t.co/B8nYjxP28s

Last week an unprecedented 39 central banks cut rates from Fed & BofE to Mongolia and Trinidad and Tobago slashing… https://t.co/Ap1UNx2EBq

The week the American restaurant business died. You can talk about 1929. You can talk about WWI, WWII. NOTHING ever… https://t.co/IoYo5Gp4xj

It took America’s SME’s EIGHT years to recover from the last recession. This one is going to be sharper and deeper… https://t.co/hj8nCsTXs8

Given the dysfunctional behavior of Treasury market @gavyndavies makes case for yield curve control to peg 10-year… https://t.co/f2CvpfoMWX

The latest apocalyptic forecast for US unemployment. This one from ING via @business & @SoberLook These are weekly… https://t.co/8OzMDNzcKJ

Hourly paid work in the US is collapsing. MoM hours worked and #going to work have fallen 30-40% realtime to previo… https://t.co/06aoaFo7WF

With the swap lines open, the dollars are flowing. Thanks to @dan_hinge et al we can actually follow them doing so! https://t.co/BU0vFNd37m