ADAM TOOZE

Taiwan, Malaysia, HK, S Korea, Singapore, Thailand and Vietnam all export more than 10% of GDP to China. @SoberLook… https://t.co/nkTOU4xZ2E

Interesting thread from @tomashirstecon and @Metatone2 on the mechanics of a possible Italian credit squeeze. https://t.co/js1IJAc6WM

Highlighting a retreat of foreign investors from US assets in Q2 2018. If this becomes a large and pronounced trend… https://t.co/weE08gGcXf

In the US consumer confidence and the stock market (S&P500) are extraordinarily closely correlated. Not surprising… https://t.co/zUorMNwSdV

How the surge in global demand for Treasury 2003-2008 opened a market for “synthetic” (and illusory) “safety”. exce… https://t.co/yHfrNcmHyy

A thoughtful, and thought-provoking, review by @Shahinvallee of @adam_tooze's landmark book, Crashed. https://t.co/0ZGyHDMPBK

Contagion from Italy has so far been limited within the Eurozone: GDP weighted spread of 10 year bonds shows. Cruci… https://t.co/OWk3ukB9ZF

"Yet let us not fool ourselves: we are risking a world of runaway — and unmanageable — climate chaos.” @martinwolf_… https://t.co/wsArSa7CRQ

If the ECB does end QE (it should not) it will still have to decide how to reinvest the proceeds from maturing QE p… https://t.co/pe2YlmfnAn

In the shallows of the Rhine around Düsseldorf and Koblenz water levels are so low that oil barges risk running agr… https://t.co/aII5o5MelZ

"the lesson of the past decade is a central bank’s credibility comes from its ability rapidly to alter course in re… https://t.co/lA2Vf82GxY

Sales of Swiss watches and Macau gambling revenue closely track trends in world trade and commodity spot prices.… https://t.co/KL0alcfM1u

Since the near miss crisis of 2015-6 Chinese state owned firms have pulled away from their private competitors.… https://t.co/8sTPaBEzuT

Since Dec 2017 foreign investors have withdrawn funds from EM Asia debt to the tune of 5% of total outstanding.… https://t.co/kI0Yxcp84F

The Italian Budget: A Case of Contractionary Fiscal Expansion? Essential reading as ever from @ojblanchard1 and… https://t.co/GzvxSDbi6A

Very grateful for this review of Crashed by @Shahinvallee as recommended by @MehreenKhn https://t.co/3gPU7lK34x… https://t.co/fVUsXDyrEm

German exports from 2000 track global growth: striking is surge in sales to China after 2009 with huge investment b… https://t.co/l5dss0cyb4

Know I’m becoming a broken record on this but feel it’s extremely important we don’t simply accept these narratives… https://t.co/Ao2mefK0Gt

Today, Britain has dozens of military personnel advising the Saudi Arabian National Guard https://t.co/MJti8Fy638 https://t.co/Nl0dh56hp7

"Scientists believe that about 30% of the world’s undiscovered gas and 13% of the world’s undiscovered oil may be f… https://t.co/zyY6MhMkW3

Melting ice and the opening of the Yamal natural gas project has hugely increased Arctic shipping traffic in recent… https://t.co/02QEWAMiTS

Bruno Latour spent decades deconstructing the ways that #scientists claim their authority. Can his ideas help them… https://t.co/RCNrvaugyF

The jobs that have really gone missing in the recovery since 2008 are medium skill manual and non manual positions.… https://t.co/lDvPtum7hA

In Eurozone growth in loans to businesses is still far off pre-crisis levels, but recovery since 2014 is pronounced… https://t.co/K0eTp69stT

No grade inflation in the Soviet Union I guess …. https://t.co/0VJa52LCuR

If you are interested in the unfolding of the Turkey saga you have got to read this thread btw @Brad_Setser and… https://t.co/lgMpsgLnwv

Water levels on the Rhine river in central section around Frankfurt are down to less than 2 feet making it impossib… https://t.co/RV0qPL7tDb