Despite the growing size of…
Despite the growing size of US federal gov debt less than half of Americans consider deficit reduction a priority.… https://t.co/HlfuXYeO9i
Despite the growing size of US federal gov debt less than half of Americans consider deficit reduction a priority.… https://t.co/HlfuXYeO9i
Pulling together pieces comparing divergent trends in US and European financial regulation in the age of Trump. So… https://t.co/NEzmdziIVI
Church membership and the salience of religion in US public life is declining at striking rates. According to… https://t.co/HbIKMmFhVO
The slow wearing down of the brick and mortar retail sector in the US since the early 1990s. Via @SoberLook https://t.co/6BzTvnHAwu
As Brazilian agricultural R&D pays off in higher yields and the real plunges in value, Brazilian exports are drivin… https://t.co/OcovAkcFCZ
The Gulf states have seen a remarkable increase in public debt since 2008. https://t.co/yRvEeq8OYN https://t.co/aE8yfV4LW9
In the age of FAANG $1 bn market cap translates into 656 employees v. 1790 in 2009 Mehlman Castagnetti via… https://t.co/Eds4x6qP8j
China’s fiscal capacity is remarkably underdeveloped. 82% of households pay no income tax. OECD via Deutsche Bank v… https://t.co/SPcfD09FfK
Yup … there is no European stock exchange in the global top five. Euronext and LSE are at #6 & 7.… https://t.co/Tq4loGYb5y
@rlpldn sorry. typo. should have been top 5. you are quite right. thanks
"Beijing spent its stimulus budget in the first quarter – in part to show strength in its trade negotiations with t… https://t.co/MG3gXv0MrW
"U.S. national-security officials have ordered a Chinese company to sell gay-dating app Grindr, citing the risk tha… https://t.co/HLOIohign6
We distinguish between genuine, new FDI flows to EM (blue) & reinvested earnings on previous investments (pink). Wh… https://t.co/b2KeSUQh1L
Eurozone youth unemployment is finally converging on pre-crisis levels. NBC via @SoberLook https://t.co/nfD5lKg463
Trump’s trade war is feeding through to the American cost of living. @GoldmanSachs via @SoberLook https://t.co/7veod6KpMG
The transformation of the retail US sector is reflected in the price pressure in the construction of warehouses. In… https://t.co/fiH68Nrf40
Automatic stabilizer: the % of Americans who have income tax liability fluctuates wildly with the business cycle. I… https://t.co/Of8aWKwd4i
The bond market is now anticipating Fed rate cuts for the first time in a decade. @DeutscheBank via @SoberLook https://t.co/eyremW0nsK
The bid-to-cover ratio in the latest Treasury 10 year auction is not signaling a lot of investor appetite for US de… https://t.co/IeRJgv0efs
Who is financing leveraged buyouts? @MoodysInvSvc via @SoberLook https://t.co/H47X550IVc
Extrapolating the growth trend for the US economy from the pre-crisis bubble economy can give a misleading impressi… https://t.co/u2jmci9RjK
The gap between German industrial production figures and the @IHSMarkit psi indicators is very large and not promis… https://t.co/cN0EHKxAFv
The swine fever crisis is driving food price inflation in China. @SoberLook https://t.co/GJsOsnh2qX
The recovery of China’s industrial production is outstripping the other EM. @IIF via @SoberLook https://t.co/3ou9hSvMqR
As ever it was a real pleasure to talk with David runciman and @HelenHet20 https://t.co/NR2PHdGHCo
@jfkirkegaard @MESandbu @WIL_inequality Thanks! Very interesting. Are you in conversation with the @WIL_inequality people?
Reliance of US banks on short-term wholesale funding has been substantially reduced since the crisis of 2008.… https://t.co/dtQWwJ0Cyg
Private label securitzation collapsed in 2008 and has made only a very modest comeback since. Puts the CLO anxietie… https://t.co/xQUNXl00Y4
Subprime mortgage issuance in US has been squeezed sharply since 2008 -> subprime auto loans are now larger in volu… https://t.co/6HlPwQrwZj
Amongst potential shocks to US financial system trade wars of choice come top of stack in @NewYorkFed outreach surv… https://t.co/2BzsEdRps8
Fed’s Financial Stability Report sounds alarm about corporate debt. But largest domestic banks have only about $90… https://t.co/QEvBSSN0Jc
IMF fiscal expert calculates that EM need to spend an additional $2.2tn a year on transport alone up until 2035, eq… https://t.co/8EPCfhI2b0
The extension of the central bank liquidity swap network mapped. This is the best set of graphs Ive found. by… https://t.co/xMF7ushQnR
Net public investment in EM has fallen to below 1 % according to data from IMF Fiscal Monitor dragged down by low C… https://t.co/gmvuX6od6M
1.45m UK households have an income of more than £100,000 = 5.7 % of total. These are the post codes where they are… https://t.co/D6BfCPis3O
The market-Trump-trade loop is getting very complicated @RobinWigg argues: if market swoon Trump may pull back. Onc… https://t.co/ss3SKnq2Uf
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