ADAM TOOZE

China is 2nd biggest buyer of $58.4 bn of US semiconductor exports. Huawei alone will buy about $10 bn of US in 201… https://t.co/ZdwxX1M1YN

"Silicon Valley Helped Build Huawei. Washington Could Dismantle It” essential reading on the new flashpoint in the… https://t.co/Cef3vHrYZH

How corporate America has used the cash piled up during the recovery from 2009: capex & R & D account for c 1/3 the… https://t.co/k7RCYpG6tv

Like the forever war on terror, as anti-China tariff threat put off to March 2019 one begins to wonder whether the… https://t.co/kO3LtzsZN4

Guangdong provincial government's monthly PMI, showing downturn in local manufacturing did not appear in Nov, nor h… https://t.co/VanpvcPy4w

It is the production of “clinker” as part of the Portland cement process first patented in the early 19th century t… https://t.co/RaTKWrgZT2

Global cement production has increased more than thirtyfold since 1950 and almost fourfold since 1990. China used m… https://t.co/5RekVH92U7

Cement is the most widely used man-made material in existence. It is second only to water as the most-consumed reso… https://t.co/fkYePDf69I

Broad credit indicators suggest a slowdown in China the likes of which we have not seen in decades. @CapEconMarkets… https://t.co/QTuImvsFMf

un anno pazzesco: Will Italy be stable at investment grade in 2019? If not, what next for the EZ? @federicacocco… https://t.co/1qBC2GW7Pg

Theres a powerful correlation (visually at least) btw China’s industrial activity and German mfg orders. Not good n… https://t.co/QcsrwCHl4v

Though we speak of GLOBAL value chains (GVCs) they are in fact strongly regional in character with high share organ… https://t.co/1ZNV938BSB

Operation hang up on Huawei: fascinating report by @KKSmyth in @smh on how 5 Eyes combined (following concerted re… https://t.co/zCFJ8l8j9G

In US folks are arguing about when strong growth with peter out. In EZ there is little doubt it is happening right… https://t.co/dLl3AThlrL

The divergence between Birmingham and Nashville since 1980 is a classic case of circular causation @bencasselman… https://t.co/V5R1LUf5YL

Nonlethal weapons are a multibillion-dollar-a-year business and growing. The industry could be worth more than $9 b… https://t.co/7irEDJWWzP

The case for a central fiscal capacity in EMU by Marco Buti, Nicolas Carnot Is not based on the US example but on t… https://t.co/qgn3IuWTtf

To address deteriorating labour force dynamics China is raising retirement age to 65 by 2040. But there may be nega… https://t.co/OBNoH2SRjk

Between 2007 and 2010, 548 miles of wall were constructed along the 1,954-mile U.S.-Mexico border, bringing the tot… https://t.co/5LypXaUSn4

An economic strategy for India authored by Rajan and Prasad amongst others. Prhttps://uchicago.app.box.com/s/f47rz9… https://t.co/cZeUvAdP2g

@marcmakingsense @RobinBrooksIIF But if the going gets rough isn’t it precisely the bond buying that is decisive?

Remarkable report on the implosion of the once invincible GE the firm that engineered America. By @tgryta and… https://t.co/iq1A8mdxO6

@RobinBrooksIIF Nice points @RobinBrooksIIF but might they not offset? ECB withdrawing stimulus materially increase… https://t.co/F42aQmTVag

How the US won the Cold War and then lost the peace @TarikCyrilAmar https://t.co/lOq3bd9m7P

@howelljohn @DEHEdgerton fantastic idea!

Two rather different summaries of outcome of Friday’s EZ meeting Compare a surprisingly bland summary by… https://t.co/2Ob0GQbfTo

Have we all decided that the failure to take any bold steps at all on EZ consolidation is too depressing to comment… https://t.co/bIU11e8Wtc

Btw 1930s and 1950s developments in outboard motor design pushed above all by Johnson and Evinrude transformed low… https://t.co/zUt26Pn62p

This is a wonderfully reported and important story by @waltbogdanich⁩ and ⁦@PekingMike⁩ on McKinsey, one of those i… https://t.co/J8L28SRR8k

Development of fiberglass in 1930s and 40s slashed cost of small boats. Combined with outboard engines it transform… https://t.co/SBePmwbZN0

EXTRAORDINARY story about @McKinsey involvement in China and its latest junket in Kashgar. Can a supposedly intelli… https://t.co/n7N1EXc5b6

Bahamas, Jamaica, Fiji, the Solomon Islands, Maldives and St. Vincent and the Grenadines are amongst sovereign borr… https://t.co/lA6A3eAjJS

Katowice COP24 talks had technical focus -> key question of stepping up targets on cutting emissions shelved. On cu… https://t.co/XeyEdnH3VS