By raising interest rates, the Federal Reserve strengthened the U.S. currency—and revealed its centrality to global order. 2022 has been a year of dollar power—power
RT @jorge_guajardo: “So, if Chinese households and firms are blocked from acquiring additional claims on the world economy, the other way f…
@EdwardGLuce @policytensor Ive been mulling it over ever since reading @EdwardGLuce piece … on balance I do fear that this is more of a dead
RT @Alvinho17: To understand the history of debt default and the necessity of forgiving war-debt, this by @adam_tooze is a superb and nuan…
@RobinBrooksIIF @IIF Thanks to you and the entire team. You provide us all with indispensable material.
Chartbook #141 just dropped breaking down China's balance of payments – both current and capital account – and trying to figure out what it tell
Chartbook #141 just dropped on China's balance of payments, trade surplus and the outflow of foreign capital. Excellent elaboration this by @adamkwolfe on China's trade
RT @adam_tooze: In July China piled up the largest trade surplus ever recorded. But rather than deepening the old model of "Chimerica", the…
RT @azraisakovic: Le découplage financier avec la #Chine🇨🇳 commence-t-il ? Les performances commerciales de la Chine sont un symptôme du…
In July China piled up the largest trade surplus ever recorded. But rather than deepening the old model of "Chimerica", the trade surplus went hand
RT @rortybomb: Forget the zero headline; core inflation takes a dive last month, coming in at an annualized 3%, driven by a decrease in ser…
Last month, China posted the largest trade surplus for a 30-day period ever recorded by any country in history. As Michael Pettis summarizes it: “The
RT @jerometenk: @adam_tooze Deeper dive into the data details with possible manipulation (China always seems to be seeking truth and hiding…
RT @jerometenk: Measured, characteristically excellent deep-dive by @adam_tooze adamtooze.substack.com/p/chartbook-14…
RT @michaelxpettis: Great piece by Adam Tooze as he works through the Chinese balance of payments. He notes that the trade surplus can be p…
A total 12 vessels carrying more than 370,000 tonnes of food including corn, sunflower meal and oil, have left the Ukrainian ports of Odesa, Chornomorsk
There is a lot of concern about consumer loans in the US. But it would take a DISASTER to catapult delinquencies to rates seen in
The average cost of taking the standard 40-foot metal box across the world’s oceans is down by about 45 per cent from its peak in
Billions have been pulled from commodity exchange traded products but longer-term institutional investors are still committing to commodities. ft.com/content/34293d… https://t.co/sG49miZ3qf
With a properly integrated LNG distribution network, the effects of a Russian gas embargo on Europe as a whole could be reduced to a very
"Investors are watching closely for hairline cracks in the US consumer loan market as lower-income borrowers feel the squeeze of high prices and rising interest
Friendship no more: Payment difficulties under sanctions have stopped the oil flow through the Southern fork of the Druzhba pipeline -> Czech and Slovak oil
Right now Europe's gas storage levels are not looking bad. The question is what happens in the next few months. ft.com/content/c9ec6d… https://t.co/8O9SAuMhjl
RT @ctorresreporter: Ice cream CPI. This is out of control We need tighter monetary policy. Seasonally adjusted, mind you, so clearly too m…
Global rate of shipbuilding never recovered from 2000s boom-bust cycle -> capacity shortages now will not be fixed in short-run. ft.com/content/9bdc26… https://t.co/cAufcDGTJx
Congestion at ports and slow turnaround is hobbling global shipping capacity. The proportion of the world cargo fleet in port was up 7 percentage points
"Just as we measure carbon footprints, we urgently need to determine the environmental footprint of each LEO satellite mega-constellation." CEO of Viasat. It is insane
"It turns out the planet might have a future after all. Congress has pulled off most significant climate bill in American history." Why write this
Majors want out: Nigeria has approved $1.28bn sale of 4 oilfields run by ExxonMobil to local Seplat Energy in 1st of planned divestments by international
RT @ajd_theory: This will be my third year trying to teach a political theory course on "debt and democracy." What I've learned: 1) A theo…
RT @NewLeftEViews: It’s quite remarkable how even informed commentators cannot bring themselves, even in the face of overwhelming visual an…
Typically lucid this from @elerianm on why the inverted yield curve of US Treasury market may be more predictive of the likelihood of a recession
Regional distribution of Chinese mortgage strikes is interesting. So far, really Henan centered. thedailyshot.com/2022/08/08/wag… https://t.co/TdemYXfc0r
RT @bucephalus424: Could argue that this is the ur-origin of the EU https://t.co/eKlqbcQzj5
RT @PpollingNumbers: #NEW: For the first time the @FiveThirtyEight model shows Democrats with a 60/40 advantage in the race for the Senate…
RT @TheStalwart: Inflation is at its highest level in over 40 years. And yet inflation expectations, according to the latest NY Fed Survey…
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