Lira, peso, rupee, rand, ruble…
Lira, peso, rupee, rand, ruble … but where amidst the “EM-crisis” is Egypt? After the 2016 devaluation you might ex… https://t.co/gMioU0bjYt
Lira, peso, rupee, rand, ruble … but where amidst the “EM-crisis” is Egypt? After the 2016 devaluation you might ex… https://t.co/gMioU0bjYt
The story of how Germany doubled down on copper wire as its basic telecommunications backbone really needs to be to… https://t.co/5mv10pAknD
Just to put things into perspective: #Turkey Lira plunge on par w/ Mexico & Asian crises of the 1990s. (Chart via S… https://t.co/7RKpPWag9l
We had to replace the threshold in our apartment this week and discovered a Kreuzberg time capsule full of dusty ob… https://t.co/yQVc625Yhf
nationalist exuberance: “soft” and “hard” data do not always align in monitoring the state of US economy. But signi… https://t.co/CgtMaTBXyg
How Americans see economic reality is deeply inflected by their party political alignment! @SoberLook @TheTerminal https://t.co/olEshAVSWi
Disunited States: The cultural and political zones of the US mapped by type of settlement and colonization. Why mak… https://t.co/ut9yXbg7Vr
How the shape of the world economy will shift over the next decade. One way to make this look a bit different is to… https://t.co/6juRKaGNhT
For all its manufacturing prowess, Germany has a substantial trade deficit in services! https://t.co/N8uRs7l0ai
Hit by hurricanes and citrus greening Florida’s citrus production collapsed last year to lowest since WWII.… https://t.co/ILIwmByAUd
J-curve effect: devaluation is causing Turkey’s current account to deteriorate before it gets better as substitutio… https://t.co/GLGPi8DwmH
good points from Nordvig. https://t.co/DTfSGHZlzM
Turkey’s support for Qatar in the clash with Saudi pays off with $15bn loan. Map by @Stratfor… https://t.co/QwnnOCrLjO
Why you should all follow Karthik. https://t.co/Qh8hJ8z4Gt
China’s weakest banks are probably in the postindustrial North, but its most overburdened local governments are in… https://t.co/Xtw7b5WTE6
“Turkey’s gotten hit by a double whammy this year: It’s among the most dollarized economies among emerging markets,… https://t.co/WUopwf1h7M
Though, like everything else, central government spending in China has been growing, it is really at the local leve… https://t.co/2jxrYozZqU
In 2015-2016 the fall in Shanghai stock exchange triggered frantic response by Beijing, this time the market adjust… https://t.co/lnqPG3OtYh
Energy makes up 2/3 of turkey’s current account deficit! While global oil is up only 6 % on the year for the Turks… https://t.co/2lAVDmzosg
Chinese households have quadrupled their debt relative to income since 2006. https://t.co/AbWbj0VigM https://t.co/dlJHqEe6Pv
"All told, the signals hint that this year's Beidaihe is going on for longer than usual. If rumors are correct, Xi… https://t.co/6ogqBx2ew0
Disunited States: The cultural and political zones of the US mapped by type of settlement and colonization. Why mak… https://t.co/CmiOtkfRtf
@davidfickling @RajaKorman One of those exchanges that makes you feel really good about twitter!
@georgemagnus1 @Brad_Setser @davidfickling great point!
@davidfickling I totally agree. I used to teach a lot of Mark Harrison’s stuff on inflation in the soviet system an… https://t.co/Z2U7VQnEDf
@davidfickling the overland point is very well taken. That figure you have for $1bn of merchandise on a big container ship is mind-blowing!
The India-auto discontinuity to come: Currently sales of cars and commercial vehicles in India are only 4m units v.… https://t.co/xV6I2xaypQ
@davidfickling Really learned a lot from it. Its a fascinating theme.
Reminder of just how slim Turkey’s useable reserves are. From @OxfordEconomics https://t.co/tqfiEzqbQF
China’s huge investment push is spread inefficiently across many unproductive regions. Will this lead to “imperial… https://t.co/NeoFSSS7Zf
Value of freight btw Europe and Yiwu on land route is only $330m in 1st 4 months of 2018 = one third of what you’d…
Is China underspending on the maritime Silk Road and concentrating too much on difficult and uneconomic land routes… https://t.co/tz0vMYuGKh
Railways, ports, coal mines, roads, industrial districts, airports – One Belt One Road Projects across S and SE Asi… https://t.co/uLHHqzFuxr
This graph is supposed to illustrate that China is hitting the limits of its labour force. But what I find more str… https://t.co/8uezrcNlAK
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