ADAM TOOZE

The drawdown in the Treasury market has been extreme. So much so that some hypothesize that what goes down must … Come back up! thedailyshot.com/2022/04/12/inf…

The Shanghai lockdown in 2022 is even more draconian than that in 2020. @ExanteData via @SoberLook thedailyshot.com/2022/04/12/inf… https://t.co/3AsyjRwb6w

"Canada’s top banks more than doubled their financing of highly polluting tar sands oil to $16.8bn in 2021, despite signing up to the UN’s net

Inflation pressures on EU’s eastern members are really building up. Czech Rep at 12% thedailyshot.com/2022/04/12/inf… https://t.co/xFmoHlsdxI

"in a multipolar world, we may eventually be talking about alternatives to the dollar. But we won’t be replacing it.” This by @economistmeg is excellent.

German GDP growth forecast has halved in last 6 months! Adds to misery of Scholz government. thedailyshot.com/2022/04/12/inf… https://t.co/f0dRbQejpH

To study Ugandan game reserve animals’ reaction to massive oil project backed by France’s Total, researchers will monitor their hormones and their stress levels by

Bund sell off driving long term yields firmly into positive territory has got to be a worrying sign for weaker members of the EZ! thedailyshot.com/2022/04/12/inf…

Lake Albert oil project has become a litmus test for large-scale oil development in the age of net zero. TotalEnergies and Cnooc are still going

US real disposable income is expected to remain below the pre-COVID trend, according to Wells Fargo. This seems like an under discussed issue! @M_C_Klein any

“Inflation was a sleeping dragon; this dragon has now awoken,” said Otmar Issing. He now doesn’t like the ECB’s model which says it will calm

With the naked eye it is pretty hard to detect any appreciable influence of Fed rate tightening on inflation in the US since the 1980s.

Russian steelmaker Severstal has decided not to post first-quarter results, saying that to do so would put some investors at a disadvantage because they cannot

According to this model at least to get core inflation down to 2% what the Fed needs to do is to curb employment cost index

The Russian central bank said on Monday it had temporarily suspended publishing data on foreign trade on a monthly basis in the first such suspension

Sri Lanka has a total of about $35bn in external government debt outstanding, with $7bn in payments due this year -> forcing restructuring ft.com/content/c06a76… For

V. Western efforts to “artificially create a man-made default” Moscow is engaged in “payments theatre”. Fascinating language this! ft.com/content/9e248a… https://t.co/sYeadaVrd6

UN World Food Price Index continues to surge. thedailyshot.com/2022/04/11/the… Pairs well with Chartbook #47 on the global food price story, from what seems like an

Australia unveiled plans to invest A$1.5bn ($1.1bn) in establishing a second port in Darwin to boost exports of gas and minerals and compete with a

"The recession session People are freaking out about economic downturns again.” Predictably excellent this from @RobinWigg the new editor at @FTAlphaville ft.com/content/c8c859… https://t.co/GD2Nbyg9VX

“Normal servicing of external public debt obligations has become impossible,” wrote Sri Lanka’s Ministry of Finance in an interim policy note. ft.com/content/839711… For background check

“Macron barely has any more votes to draw on when it comes to the right,” said Dominique Reynié, a political scientist at Sciences Po university

Of all international air travel, international flights in Asia and the Pacific have been hit hardest. The volume of flights has been about 90 per

“The battle for Donbas will remind you of the second world war,” Ukraine’s foreign minister Dmytro Kuleba told Nato. Putin wants a result by May

"The worst thing it could do would be to ignore political and economic realities and simply proceed full speed ahead with the termination of asset

Ukraine gov "spending exceeded revenues by c $2.7bn in Mar. Expects gap to expand to $5bn-$7bn a month in April-May because of the war. Ukraine’s

Credit impulse in Chinese economy has been soft. When are we going to see a turnaround? COVID bad news hangs like a cloud over this.

Inflation pressures on EU’s eastern members are really building up. Czech Rep at 12% thedailyshot.com/2022/04/12/inf… Time to remind ourselves that Eastern Europe is in financial

In 2021 global commodity traders made record profits. But, in 2022 volatility added huge need for liquidity. That benefits bigger players. ft.com/content/cce4c2… Pairs well with

“The freedom struggle begins again today against a foreign conspiracy of regime change,” ousted Pakistan PM Khan posted on Twitter. Given huge economic stress on

@picharbonnier But I rather like your phrasing … don’t settle for either version in that @NewStatesman essay though.

RT @Kasparov63: Vladimir Kara-Murza is still detained and with access to his lawyer. You can hear from @vkaramurza in his own words in his…

RT @igorsushko: By the way, @vkaramurza has been arrested now by Putin. Hero.

RT @Jderbyshire: Paris: the Macron v Mélenchon show https://t.co/o9Vf06ctQV

Will China overtake the US? @LowyInstitute now has the sorpasso moment around 2030 but then far less divergence than previously imagined. H/t @SoberLook thedailyshot.com/2022/04/11/the… https://t.co/LiiUNf0Pco