On Chartbook Newsletter Im trying to survey macro risks to global financial system in our current polycrisis moment
#1 Sketching scale and causality
adamtooze.substack.com/p/chartbook-17…
#2 Global housing
adamtooze.substack.com/p/chartbook-17…
#3 The US Treasury market
adamtooze.substack.com/p/chartbook-17…
Up next? Japan https://t.co/R69JzJSkGp
Chartbook: Mortgage pressure, the domestication of the American garage, the global cereal market & Siberian power adamtooze.substack.com/p/mortgage-pre…
March 22, 2023
Chartbook: Mortgage pressure, the domestication of the American garage, the global cereal market & Siberian power adamtooze.substack.com/p/mortgage-pre…