ADAM TOOZE

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The inflation surge of the Vietnam-era 1960s/70s bulks large in contemporary imagination. But imagine, @GagnonMacro suggests, that what we might

March 13, 2021

The inflation surge of the Vietnam-era 1960s/70s bulks large in contemporary imagination. But imagine, @GagnonMacro suggests, that what we might be facing ahead is a modest version of a Korean War boom. No stagflation in 1950s. Great use of history this!
piie.com/blogs/realtime… https://t.co/MWw43lnmRy

RT @frostyhk: Shock July data out of China as economy battles Covid Zero, weakening demand, housing slump. Yoy: Retail sales

August 15, 2022

RT @frostyhk: Shock July data out of China as economy battles Covid Zero, weakening demand, housing slump. Yoy: Retail sales 2.7%; est. 4.…

Lobbying by Intel -> guardrails in CHIPS act to bar investment in China were loosened -> fierce GOP opposition which

August 15, 2022

Lobbying by Intel -> guardrails in CHIPS act to bar investment in China were loosened -> fierce GOP opposition which now demands zero US corporate

Is the Fed close to being in neutral? Yardeni argues that it may be tighter than critics allege once you

August 15, 2022

Is the Fed close to being in neutral? Yardeni argues that it may be tighter than critics allege once you factor in QT, strong dollar