How the Trump admin’s assault on China’s Huawei is disrupting the hugely complex semi-conductor supply chain and not necessarily to the advantage of US suppliers.
By 2100 we expect the global population to reach 9 billion. The good news, according to @OECD 1/3 of those people, 3 billion men and
2020 crisis stands out, compared to last four major recessions in the US, for its devastating impact on low-income workers: number of jobs in the
2020 crisis seals the radical divergence between the EM once grouped in the BRICS club. Outlook for Brazil, Russia, India, China and South Africa are
There will be a recovery in 2021 most analysts expect, but it will be much stronger in global level, US than Euro area and Japan.
It is the catastrophic surge in temporary layoffs that made US labour market shock so much worse than in other countries in 2020. @jasonfurman at
The growth in global wealth of billionaires around the world since 2009 has been staggering. But the surge in China btw 2019 and summer of
By 2100 we expect the global population to reach 9 billion. The good news, according to @OECD 1/3 of those people, 3 billion men and
Sudden and unexpected contraction in credit card balances in the US in August points to a slowdown in demand. thedailyshot.com/2020/10/08/stu… https://t.co/a0gqGcDhvK
More confirmation that the recovery in the US labour market has stalled. @DataArbor via @SoberLook https://t.co/9CEya0lruQ
How the Trump admin’s assault on China’s Huawei is disrupting the hugely complex semi-conductor supply chain and not necessarily to the advantage of US suppliers.
2020 crisis stands out, compared to last four major recessions in the US, for its devastating impact on low-income workers: number of jobs in the
2020 crisis seals the radical divergence between the EM once grouped in the BRICS club. Outlook for Brazil, Russia, India, China and South Africa are
There will be a recovery in 2021 most analysts expect, but it will be much stronger in global level, US than Euro area and Japan.
It is the catastrophic surge in temporary layoffs that made US labour market shock so much worse than in other countries in 2020. @jasonfurman at
Cleveland was ground zero for the mortgage crisis of “2008”. African American neighborhoods were hardest hit then. In 2020 the city is once again being
8 October 1870 in besieged Paris, several thousand National Guard soldiers under command of Eugéne Varlin a member of the socialist international march into the
Hilarious paper: Later bedtimes predict President Trump’s performance. This is the fraction of his late-tweeting nights from January 24, 2017 to April 10, 2020. Almond
RT @heimbergecon: Hahaha, what a paper: when tweeting late at night, Trump's performance metrics for the following day change. In transcrip…
RT @UeberDruss: Is there a word for the strange intimacy between historians and the people whose lives and thoughts we study? By now, I rec…
The coming shock to US state and local finances (excl higher ed and hospitals) is daunting in its scale. piie.com/system/files/d… https://t.co/6q5ZLbCu7S
The US fiscal response to the 2020 crisis is closer in scale to fiscal effort in WWII than the 2008 shock. Data from @jasonfurman talk
"Harold Garfinkel, had been an accountant and he put to good use the powerful ways in which humans constantly “account” for situations in which they
RT @ianbremmer: Recovery for me, but not for thee. (ht @adam_tooze) https://t.co/2r7Kv3FScw
Debt/GDP is a problematic comparison of a stock and a flow. What if we cashed out GDP as a stock? NPV of U.S. GDP is
“The rise of the renminbi as a reserve currency is not a sprint, it’s a marathon,” Mr Castelli UBS Asset management. Since 2015, internationalization has
Despite talk of uncoupling, “Cold War” etc, the relative inaction of PBoC in 2020 crisis, growing interest rate spread, fading memories of 2015 devaluation &
With US demand for autos recovering fast, the trade deficit with Mexico has blown out to historic levels. @SoberLook https://t.co/ARaftfipTB
Foreign interests in China’s mainland bond market has surged. But market lacks a deep liquid benchmark yield curve, limited repo and derivative options, and uncertain
The rate of sovereign downgrades in the spring of 2020 was unprecedented. We are now back down to the normal level of the period since
RT @UrbanFoxxxx: The Texas Towers — radar facilities off the eastern seaboard of the United States, in operation from 1958 to 1963. Tower 4…
In August 2020, nearly 27% fewer people were employed in jobs paying less than $16 an hour than in Feb 2020. That is a QUARTER!
EM governments, corporations and banks face a wall of debt redemption in 2021-22 warns @IIF ft.com/content/0582e4… https://t.co/XmMmI9is19
RT @steven_seegel: For @NewBooksNetwork and @NewBooksRussia, I interviewed Brandon Schechter (NYU-Shanghai) about his innovative *The Stuff…
RT @PewReligion: 35% of Americans believe that there is a lesson for humans to learn from the coronavirus outbreak, and that it was sent by…
RT @RobbieGramer: State Department issues a sweeping statement on "upcoming elections in Africa," doesn't clarify which of the continent's…
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