ADAM TOOZE

"As a direct exporter to the US, China doesn't pose a problem. But China does make a lot of steel. Way too much ste… https://t.co/E7mcR6QjGg

How China’s loan bought leverage across Pacific island states: Tonga, Cook Islands, Papua and Vanuatu… https://t.co/IqM2w4VrmI

Could retweet @RobinBrooksIIF all day. This is spot on! there is one EM that the Fed cares about. it is china. And… https://t.co/4uh77EtCa0

Clearly dollar is not at historically strong rates v. developed market currencies. But the crucial thing surely is… https://t.co/90OQQRySzQ

Yup there was a Turkish current account adjustment in 2008/9 and “demand compression” meant a 14% fall in GDP too! https://t.co/aKM0OyaMhy

It make sense for a developing country to borrow to fund investment and growth and India certainly is borrowing! De… https://t.co/6Feyi6Uyv2

Oh I want it so bad … Hegel’s phen as iPhone cover! https://t.co/qtmpXkBn7Z

India is certainly caught up in the EM-funk, but even if there is no cause for panic its current account does not l… https://t.co/N4FjbZmzCT

The risks of contagion from Turkey to Europe are vastly overdone. This was good from @colbyLsmith well worth anothe… https://t.co/NSSgi2adrO

"There is no way around it. Turkey will need the IMF.” No bilateral sweetheart loan deal is going to cut it.… https://t.co/8EbLqKK7V8

Target 2 Bilanzen mit bier erklärt! Its just stuff accountants make up to make the balance sheets balance. Seriousl… https://t.co/0T9B1MpduI

Boeings’s 737MAX 10 and Airbus A321neo are direct competitors. One is priced at $129.9m the other at $129.5m! h/t… https://t.co/5AitreYpS2

Defining emerging markets: 1. a devaluation tightens monetary conditions because of forex liabilities 2. wage price… https://t.co/NsmQnDFhgi

@stefeich trying trying … i have our conversation @stefeich ringing in my ears. really difficult to squeeze in!

Crashed’s early 2nd edition … the missing Turkey chapter. On the shifting political economy and geopolitics of Erdo… https://t.co/qc2ndjrElg

@M_PaulMcNamara @unauth @ModeledBehavior thanks Paul @pseudoerasmus is a top follow! Great stuff …

Framing Crashed 5: The missing Turkey chapter. This one is for @DuncanWeldon and @M_PaulMcNamara See you on Tuesday… https://t.co/wUgBxWEqVJ

Members of the @warstudies community will be sad to learn of the passing of Professor Mike Dockrill (1936-2018) a v… https://t.co/klTl8de9st

@Panzerfrank thank you

Turkey does not have much dollar denominated sovereign debt outstanding, but it is now trading at levels comparable… https://t.co/nMSPLGGKBN

Tyson processes 20% of all meat consumed in the US. Genuinely fascinating long-read by @littletrip on the making an… https://t.co/oVUVEISIKA

@adam_tooze Yep. $25 billion for just TWO aircraft carriers, that will require ca another $25 billion in support ve… https://t.co/06lVn8LtDu

From transactional negotiation to new cold war? Bloomberg reports shifting perceptions and mounting alarm of Chines… https://t.co/g3CoLZ5Ljt

Learning curve disappointment: It took s 49 m hours of labor to build the USS Ford $13bn aircraft carrier. The Navy… https://t.co/Gq9Ajam4HK

Focus on the dollar and the financial flows not the “trade war”: "While trade wars aren’t good for growth, rarely d… https://t.co/KdQ8M13lO7

The surge in the concentration in turnover in UK business before 2008 is striking! From an interesting essay by… https://t.co/R35uoktV00

Despite political leadership on green energy and investment of $580 bn by 2025, Germany is likely to fall short of… https://t.co/ED1aL0D8d8

Low-skill levels inherited from one generation to the next: The US and UK stand out both for high share of low skil… https://t.co/XlDSPcDtiz

It was 60 years ago, in the mid-1960s, that French and German GDP per hour worked overtook that of Britain.… https://t.co/bDiGH5k53i

Due to transport bottlenecks you can pick up a barrel of crude in Midland Texas for a $21 barrel discount over Hous… https://t.co/6srp5G84vI

GDP per hour worked in Germany is now ahead of that in France, which is level-pegging with the US. The UK lags far… https://t.co/aMPr17VqmN

Since the taper tantrum back in 2013 the dollar has appreciated 20-25% v DM and EM currencies unsettling but not st… https://t.co/6XZg8nvenv

Berat Albayrak who is Turkey’s finance minister? 3000 journalists around the world got on the conference call to fi… https://t.co/rZEyqeFtBL