Is the US counter-spinning the rumor that @noahbarkin reported from Berlin in his recent newsletter that it was the US that had encouraged Lithuania to
“I’m going to be out on the road a lot, making the case” said Biden. “Making the case of what we did do, and what
How is El Salvador’s government-backed experiment with bitcoin going? @rbrtrmstrng @EthanYWu Try to read whatever data is available. Spoiler alert. It aint pretty. ft.com/content/8543fb… https://t.co/dORx4IoMLC
"Oil supply has long looked a bit scant; demand expectations are what missed the mark so badly.” @rbrtrmstrng unhedged newsletter turns to the oil surprise.
Every January since 2018, John Kemp of Reuters has surveyed energy expert expectations for 2022’s average oil price. Last year, the group utterly failed to
Hate or love Team Transitory, you can’t understand their arguments if you aren’t reading Chartbook Newsletter #71 (on Europe) and #72 (on US) 😉 @rbrtrmstrng
RT @FadiTueni: To Be or Not to Be Italy’s President!🇮🇹 (Lebanese Reader Beware: This is what the Lebanese Presidency 🇱🇧 was meant to be acc…
RT @ChrisGiles_: Are you a decent economist wanting to get into journalism? Being the FT economics leader writer is a fantastic opportunit…
RT @azraisakovic: #Livres📚/#Recension/ Un monde sous cloche – À propos de : Adam Tooze (@adam_tooze), Shutdown. How Covid Shook the World's…
Despite victories from Covid to climate change, the president is hamstrung and the nation as divided as ever At the 12-month mark, the obituaries for
On the US inflation debate in January 2022 After the record series of “prints” for US CPI inflation in October, November and December 2021, there
The inflation debate continues to bubble on both sides of the Atlantic The position for team transitory in Europe and US respectively summarized in Chartbook
Team Transitory aint dead yet Chartbook #72 weighs the evidence from the latest round of CPI numbers. Delighted to find myself in agreement with @economistmeg
@McFaul Hi Michael do you have a new link? https://t.co/YJXzfGhWwD
Chartbook Newsletter #72 just dropped. Team Transitory Roars Back. adamtooze.substack.com/p/chartbook-72… https://t.co/M6qcB45ZUm
RT @ColumbiaEurope: Join Marco Buti, @MESandbu , @LauBooneEco , and @adam_tooze for discussion on the state of the Eurozone governance on J…
Does anyone know of a good source for data on the legal industry, revenue etc and particularly the family law/divorce segment of the industry? For
It isnt just consumption that has surged in the US. Investment expectations are on a decade long high too. H/t @SoberLook thedailyshot.com/2022/01/19/fun… https://t.co/reiFxKdzrD
A cry for help from @DanielaGabor ? 😉 twitter.com/DanielaGabor/s…
On average, European households will pay 54% more for energy in 2022 compared to 2020. thedailyshot.com/2022/01/19/fun… https://t.co/vUuSX2dG35
Klaus Schwab welcomes participants to the inaugural European Management Symposium in 1971. Otto von Habsburg (left) delivered the keynote speech at the opening session! www3.weforum.org/docs/WEF_A_Par…
My two cents on one year of Biden in @guardian twitter.com/MartinPengelly…
RT @michaelxpettis: @adam_tooze Yes. Beijing responded to a demand-side shock with supply-side measures, and so household income lagged, an…
One of the dilemmas that the ECB may find itself facing is how to respond to accelerating house price inflation. thedailyshot.com/2022/01/19/fun… https://t.co/I5snXJGoMe
China’s consumption as measured by retail sales has never recovered from the 2020 shock. Not even close! Striking data this @michaelxpettis thedailyshot.com/2022/01/19/fun… https://t.co/lm3lu9vJR2
Given the state of the yield curve, the Fed may be constrained in its ability to hike interest rates for fear of inverting the curve.
First it was the commodity crunch of 2014-16 that sunk commodity related capex, and then a second wave of commodity crashes in 2020 ….. topdowncharts.substack.com/p/chart-of-the…
So 10-yr inflation-protected yields on TIPS are rising from …. -1.2% to -0.6%! I mean, at this rate we could actually be in positive territory.
RT @CyrilPedia: 'It is a depressing picture. It is, however, worth reminding ourselves of where the nation was 12 months ago. As 2021 began…
RT @poltheoryother: The 'Giornata della Fede' (the day of faith) – Mussolini's government responds to League of Nations sanctions by asking…
RT @gri_mm: Aus New York kommt ein praktischer Überblick zur deutschen Inflationsdebatte 🙏 @adam_tooze adamtooze.substack.com/p/chartbook-71…
RT @shifrinson: Agreed, something like the below would be my preferred solution. I might include, "The United States does not support Ukra…
RT @PhilippaSigl: Added 🍬: They will be evaluating the cyclical adjustment mechanism (basically output gap x budgetary semi-elasticity). Fo…
@Putti_Casanova @Wochenzeitung @ywegelin For real …. adamtooze.substack.com/p/chartbook-71…
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