Rising uncertainty sends billions surging into Treasuries and yields plunging. Key data from @SoberLook thedailyshot.com/2022/03/02/cru… https://t.co/gKpaBXF2u9
Brent oil prices are watched anxiously in the US because they correlate closely with gas prices in the US. @SoberLook thedailyshot.com/2022/03/02/cru… https://t.co/NZljGwQwFv
@AlexValchyshen Hi Alex thanks for your response and for your earlier thread that was very illuminating.
@BenChu_ @jdportes @MKasyanov The issue is exactly how much supply is destroyed by the sanctions, whose supply and how much freedom is gained with exchange
With nervousness in markets at a high pitch, US Treasury market liquidity is hardly what you would wish it to be. @SoberLook thedailyshot.com/2022/03/03/com… https://t.co/ZdkOcJkRG0
Since the end of January the shares of Peabody Energy, America’s largest coal producer, have doubled in value. H/t @SoberLook thedailyshot.com/2022/03/03/com… https://t.co/Hos3Zlne1t
RT @michaelxpettis: 1/9 Another interesting piece by Adam Tooze in which among other things he notes Russia's intensively conservative mone…
@BenChu_ Sure that’s a pain if you want some new tech. But lets make a list, weight them in consumption bundle and in relation to
@BenChu_ Here to be schooled on this question. How damaging are the sanctions so far to actual supply? What has actually been cut off?
As everyone looks for alternatives to Russian coal, prices in Asia have gone vertical. Dramatic date from @SoberLook thedailyshot.com/2022/03/03/com… https://t.co/1FbEMOEhur
RT @ntrickett16: @adam_tooze Even funnier wrinkle: they used mortgage subsidies to juice construction in 2020 laying the foundation for a s…
RT @stellarossssa: How on earth does a statue of Engels go against solidarity with the Ukrainian people? Engels is literally German, this…
MMT in Putin’s Kremlin ..?!? You might suspect me of distasteful polemics. But, staggering thing is it's literally true. Shouldn’t be surprising. It matters because
Remember conversation we were having about GWOT/Keynesianism and indeterminate politics of macroecon. adamtooze.substack.com/p/chartbook-34… Well, it turns out there are folks in Kremlin who read MMT!
European gas futures are up 8fold since June 2021. Great graphs as ever from @SoberLook thedailyshot.com/2022/03/03/com… https://t.co/btMZEQvYRG
MMT in Putin’s Kremlin ..?!? You might suspect me of distasteful polemics. But staggering thing is its literally true. It shouldn’t be surprising. It it
RT @MarioHolzner: "The current crisis has cast off any illusions on the score of sovereignty. Russia is indeed sovereign. It has violently…
I find @michaeltanchum geoeconomic sensibility really fascinating. This is a particularly interesting corridor. twitter.com/michaeltanchum…
Surging petrol prices in the US are a perfect storm for the Biden admin. thedailyshot.com/2022/03/03/com… https://t.co/8bTKQjaxvU
As we approach the weekend you were wondering about the next escalatory spiral … We had central bank-nuclear option-“one of us” weekend. Is this to
The lag between surging oil prices and the rig count (a proxy for oil investment) in US oil industry suggest a wave of investment to
RT @peterliakhov: A snapshot of the Russian economy: an investment expert goes live on air and says his current career trajectory is to wor…
Commodity inventories have been drawing down to near-record lows over the past year. thedailyshot.com/2022/03/03/com… https://t.co/Amfzi0Cjz2
The shock to global confidence is showing up in a rapidly flattening US yield curve. Key data from @SoberLook thedailyshot.com/2022/03/02/cru… https://t.co/Tg8Lb5xaH8
Since Jan 2020 China’s bonds have offered specularly better returns than other sovereign debt. @Gavekal via @SoberLook thedailyshot.com/2022/03/02/cru… https://t.co/ZKxfVtzqA4
@belleslettre @antoine_abdr @IsabellaMWeber @DanielaGabor Yeah. In fact that is a long-term trend. France far more motorized than Germany in the interwar for this very reason.
The carbon market is getting nervous about the fossil fuel blowback from the war in Ukraine. thedailyshot.com/2022/03/02/cru… https://t.co/9tY6s7Rh4D
RT @ekstasis: @adam_tooze @AndyLangenkamp €100 billion, plus an extra ~1% of GDP going forward, which is…more substantial.
This is what you would expect a competent defense to do to the Russian forces packed into that road to Kiev, but is it confirmed?
RT @juliaioffe: On August 19, 1991, when the ultra-conservative putschists sent tanks into Moscow to stop perestroika and the collapse of t…
RT @marcusbarnett_: HOME protesting Russia’s war by considering scrapping a statue of a German who (aside from his contributions to Manches…
Thanks to twitter translate I know I heartily agree with this from @AndyLangenkamp 100 bn Euro promise from Germany for defense is not as much
@BillowsSebasti1 @IsabellaMWeber @DanielaGabor @LaurentWARL What a great-looking collection! Thank you. @LaurentWARL
He literally is: Baron Lebedev, of Hampton in the London Borough of Richmond upon Thames and of Siberia in the Russian Federation You cant make
This just came up randomly on a news site. AI reading my mind. God I love San Juan, PR. https://t.co/b64XjZpM6c
© 2025 Adam Tooze. All Rights Reserved. Privacy policy. Design by Kate Marsh.