ADAM TOOZE

If China grows more slowly, how much does that affect global commodity prices? ECB paper estimates: 5% drop for oil… https://t.co/t3KJF1Lr1C

There is $4 trillion in foreign investment in US corporate debt! @Gavekal @SoberLook As @Brad_Setser has argued thi… https://t.co/rFqSCSAFrc

Exposure to China measured in terms of value added absorbed by Chinese final demand, varies from 10% for Taiwan to… https://t.co/5c5Po6xV9n

Here comes Erdogan’s recession: Turkish industrial production and PMI plunging at rates not seen since 2008.… https://t.co/wPEPq4v3xe

Though China is slowing down its greater size means that it now accounts for c. 30% of global growth.… https://t.co/wv95O6WvVw

The gear shift in China’s economy in early 2017 comes out clearly from this graph: After the binge from 2008-2010 a… https://t.co/phYLvqWM5u

Japan, Spain and now China have all had ratios of credit to the non-private sector to GDP topping 200%. It hasn’t e… https://t.co/soPc58qwo2

If you are in New York Thursday 4 October 2018 come to a free screening of IUVENTA -Jugend Rettet on the experience… https://t.co/vDeaUXniID

For all the talk of Italy’s structural problems there is a clear cyclical component to its unemployment numbers!… https://t.co/3Q0bRk1BQL

Japanese Army Postcard : "Army budget comparison between the world powers" implying the Soviet threat… https://t.co/axpZGgKGu4

The stepwise increase in European unemployment after 2012 is eloquent testimony to the disaster of eurozone econ po… https://t.co/mJkGMJpbxx

China’s excess capacity in steel production exceeded the entire production of three of the largest steel producers… https://t.co/xTXIMCHpcH

To read the “tight” US labour market right now you need to factor in demographics as well as cyclical factors. Labo… https://t.co/RstcfnnvOm

Water flows out as a steel slab is cooled at a steel mill in Farrell, Pennsylvania, U.S., March 9, 2018. REUTERS/Aa… https://t.co/ixYzWNY2RN

Who are the protectionists in the US and where do they live? Pluralities of voters in Indiana, Michigan, Ohio, Penn… https://t.co/HEsO6EASAf

@JoachimKlement @GoldmanSachs @SoberLook thanks!

Sweden is more exposed to a China-slowdown than Australia, at least according to @GoldmanSachs How? Does this make… https://t.co/cTG5g5d7n9

Non-US banks have unstable sources of dollar funding -> funding stress at year end is likely to blow out cross-curr… https://t.co/NSdbwOeGqf

Private debt is as “excessive” now as it was in 2007 but those debts are concentrated not in US and Eurozone but in… https://t.co/Wz3x2dYp6F

The LNG investment cycle may be due for an upswing. If not, it looks like there will be supply shortages from early… https://t.co/uXNHRlXSDM

With stocks soaring 124% yoy Illinois is awash with unsold soy blocked by the trade with the China. 45% increase fo… https://t.co/ffHWLW5waQ

Indonesia’s currency now at levels not seen since the 1990s. This is going to put pressure on forex debtors.… https://t.co/Z3cHwVtkRv

The price of Brent crude, the international oil price gauge, has risen by 22% this year. But for EM that is compoun… https://t.co/KA9ln085LC

"Battle of Harbin riverside "against Soviet by Tsuguharu Foujita 1930s – from rather great site of Japanese war art… https://t.co/ab8ECWoVfh

Real estate boom in Australia is associated with lurch of household balance sheet into negative net savings, as wea… https://t.co/MdA9L9VWw6

Data show a surge in severe material deprivation in Italy since the Eurozone crisis. Oddly there is a far smaller i… https://t.co/dJoSIM3faN

Core CPI growth in the eurozone is currently hovering around 0.8% = half what it was in 2012! Is this really a time… https://t.co/hrCv8HqTWF

America’s surviving manufacturing firms face a huge increase in monopsony power on the buyer side. @SoberLook… https://t.co/Deo8NyJoB4

c. 20% global trade in raw materials is handled by Swiss trading firms: oil and grain 35%, sugar 50%, coffee and me… https://t.co/TueSKbHN8I

Children near a shrine to the dead, Londonderry in the 1970s by Akihiko Okamura. He took a remarkable and unsettlin… https://t.co/gExUTiX0Rj

@OliverBullough thank you @OliverBullough !

In these mean, dumb times, the growth of a form characterized by discussion & depth is worth celebrating. Happy #InternationalPodcastDay