ADAM TOOZE

RT @DanielaGabor: my perfect antidote to Kublai Khan ennui @adam_tooze

"Last month, the Canadian property group Brookfield stopped making payments on $734mn of LA office building debt, and there is elevated short interest in real

"CDS are bad barometers of whether a bank is in trouble. “This is a quirky little market,” says one trading boss. “It is illiquid and

“murder by a publicly dangerous method”. Is a fascinating criminal category. ft.com/content/e0823d…

The opening quote in Brett Christophers’ book versobooks.com/books/4159-our… "Is from Bruce Flatt, chief executive of Brookfield Asset Management, who says, “What we do is behind

"Alexandra Prokopenko, a former Russian central bank official, said passport restrictions had now expanded beyond individuals with security clearance." sign of confidence?! ft.com/content/c41be6…

RT @LionHirth: When you live on Twitter, you get the impression Germany is burning more coal than ever. Adding a bit of data to the

I find this passage useful for thinking about @DanielaGabor question about the “derisking state”. twitter.com/70sbachchan/st…

RT @spignal: There are more teenagers in France (pop 67m) than Germany (pop 83m) https://t.co/7tatVvUSMd

Do the bank bailouts suggest the continuation of the familiar macrofinancial regime or are they flanking operations to enable Fed to carry out a major

US money market funds have seen huge inflows and Yellen is worried about structural vulnerabilities in the sector! ft.com/content/c16a62… https://t.co/n3eHrwWtna

Inflation, COVID-recovery & valuation swings due to rate hikes are driving debt to gdp ratios down. Chartbook newsletter 207 on the weird new macrofinancial conjuncture.

Tit for tat: "China launched a review into US chip manufacturer Micron Technology on “national security” grounds, as Beijing retaliates against Washington’s increasing curbs on

Are we in a new macrofinancial regime? The surge in prices, the Fed's rate hike, the end of the "Fed Put" & the huge losses

"The projected lithium deficit in a market already suffering global shortages and high prices of $62,000 per tonne — more than five times the average

Bailouts in 2023 & 2008 have technical features in common and involve socialization of losses but the macroeconomic backdrop is very different. Chartbook #207 on

@noahbarkin Turbo diesel, turbo diesel, turbo diesel goes brrrrrr

Chartbook: Chinese exports in question, fewer sharks & America's crisis of "young deaths". adamtooze.substack.com/p/chinese-expo…

Chartbook: Top Links 187 Chinese exports in question, fewer sharks & America's crisis of "young deaths". adamtooze.substack.com/p/top-links-18…

China's older workers are notably less-well educated. ft.com/content/e93d9c… https://t.co/fIYIozzJTB

@DanielaGabor @cedric_durand Hugely clarifying. thanks for spelling it out this way.

@DanielaGabor @cedric_durand This is fascinating. It may depend on how much strategic rationality and overall efficacy we impute to derisking macro financial regime. Come to

@DanielaGabor Something like that.

As a result of inflation, real rebound from COVID and valuation effects we are seeing dramatic swings in debt/GDP ratios. Chartbook 207 on my recent

RT @1_2BrickMcCurdy: @adam_tooze @DanielaGabor The SVB example suggests "this" is vigorously finite and quantified whereas Credit Suisse al…

Are we in a new macrofinancial regime? Perhaps not @DanielaGabor but how about a new macrofinancial conjuncture? adamtooze.substack.com/p/chartbook-20… https://t.co/E1GebVhCSh

@joethw8s I think not. I think this is sincere.

RT @synekura_audio: This video proves that the flower of fire constantly bloomed in Deleuze https://t.co/xnHHw2PgwC

Latest column in @FT on the trillion dollar rebalancing in financial markets attracted a fair amount of comment. Chartbook Newsletter #207 picks up some of

Wow. Quite the take! twitter.com/jasonfurman/st…

Chartbook — Chartbook 207 The trillion-dollar rebalancing: A new macrofinancial conjuncture? adamtooze.substack.com/p/chartbook-20…

Mimmo Paladino beautifully placed At @lagnroma https://t.co/RmNOUN7qxd

Balzico’s garibaldi and the fabulously-named Rembrandt Bugatti’s elefante of 1910. ⁦@LAGNroma⁩ https://t.co/Z7WisF7H41

Exhale. Beautiful spot ⁦@LAGNroma⁩ https://t.co/UYREnngFHp

Giacometti against backdrop of Richard long ⁦@LAGNroma⁩ https://t.co/0EAtrw2yHq