ADAM TOOZE

Because GVC are financed with $-denominated loans -> there is an inverse relationship btw strength of global trade… https://t.co/eP4zd21m7u

According to @TankerTrackers Tanker Salina — an Iranian-owned Suezmax vessel capable of carrying around 1m barrels… https://t.co/vQ5rzf5DDg

Building and sustaining GVCs was a highly finance-intensive activity that made heavy demands on the working capital… https://t.co/q0zndUD61l

Under pressure from strengthening dollar (think Fed tightening AT) growth in U.S. manufactured exports has seriousl… https://t.co/l9zMEJF1Sq

We are past the peak of GVC: Ratio of goods exports to GDP is a great measure of activity in global value chains, b… https://t.co/LrmT1Z1jcN

With China’s import growth slumping far more than can be explained by trade war, "I would argue that China under Xi… https://t.co/iXq2XA7qkY

How the structure of global trade and value-chains has shifted since 2000. From a Germany, Japan, USA system to one… https://t.co/MIF4zrmws6

With China’s import growth slumping far more than can be explained by trade war, "I would argue that China under Xi… https://t.co/kwg6oTYJ5L

If batteries are a bottleneck in decarbonization -> a smattering of glamorous full EV with huge batteries are NOT t… https://t.co/BLlqnfd2kN

"President Donald Trump on Thursday escalated his attack on the US Federal Reserve, calling its monetary policy “in… https://t.co/K9A84qE8tv

Remember when Portugal was still a crisis case (2015-2017)? Now its yields are down to 0.5%. Will that reverse this… https://t.co/96XDkkxzQH

Surging electricity demand at a global scale is driving continued growth in coal and natural gas electricity genera… https://t.co/q291V4MQXq

Electrifying everything, or at least as much as possible, is key to breaking sustainbility deadlock! We are making… https://t.co/1AE92NHaMx

As China winds down its reliance on coal India is set to assume the mantle of the main coal-burner and CO2 emitter… https://t.co/rAmsAIDFM6

China is making a much lauded push into renewables but given its investment in coal in early 2000s there is a LONG… https://t.co/zPN4WcpTkE

“Anything but coal” – did China reach “peak coal” in 2013? There are few more important questions for global surviv… https://t.co/qdoNQs82kK

Cardboard modeling. Fascinating blogpost on 20th century history of paper military models. One for @DuncanWeldon… https://t.co/GnWuYVYejD

With African swine fever threatening the pig herd, now China has to deal with American armyworm munching its corn c… https://t.co/HfQYfLkSUR

Nathan Rothschild’s investment mantra was said to be “buy on the cannons, sell on the trumpets”. Apparently it work… https://t.co/kFmh8mkmaS

Is Mexico’s Pemex the next Petrobas: In 2015 downgrade of Petrobas’s $50bn in bonds sent shockwaves through EM debt… https://t.co/tEUhfy46Vr

How a world of sanctions creates opportunities for Western consultancies in Russia. @HenryJFoy… https://t.co/Z7iNmuSmEe

Was May 2019 the moment when Argentina’s miserable economic fortunes turned a corner? Inflation may at least be com… https://t.co/NwVTgajYyc

Russia’s management of its forex reserves and liabilities is key to the strategic autonomy that Moscow has displaye… https://t.co/w8JvdZ2Qze

Geopolitics, Sanctions, and Russian Sovereign Debt Since the Annexation of Crimea. Run down in Russia’s foriegn obl… https://t.co/VW3cryT4VE

Could there be a Mexican doom-loop triggered by a Pemex downgrade to junk? The oil company is ailing and needs help… https://t.co/q3OhMpSPqU

After the huge surge of the early 2000s, China’s coal country began retrenchment in 2015. But it is a slow, painful… https://t.co/uAPVeThJJX

"The separation btw economic & geopolitical spheres was always fragile. It now looks outdated. US & China have fund… https://t.co/rwQwejJ45u

A very useful explainer on Leveraged Bank Loan versus High Yield Bond Mutual Funds h/t @colbyLsmith @FTAlphaville… https://t.co/bxhIblwyqr

Campaign against Nonsense Output Gaps (CANOO): consensus output gaps reflect past GDP realizations, not true potent… https://t.co/Qez7hB0ED6

As China winds down its reliance on coal India is set to assume the mantle of the main coal-burner and CO2 emitter… https://t.co/yzNRELhisU

China is making a much lauded push into renewables but given its investment in coal in early 2000s there is a LONG… https://t.co/uY9pmQ7ZmE

After the huge surge of the early 2000s, China’s coal country began retrenchment in 2015. But it is a slow, painful… https://t.co/6xcr4IbuHs

“Anything but coal” – did China reach “peak coal” in 2013? There are few more important questions for global surviv… https://t.co/s1dNtEztDn

"G20 governments’ funding for coal-fired power plants has actually increased in recent years, surging from $17bn in… https://t.co/zhBvAIg04n