RT @rethinkecon: More fascinating debates about inflation over the course of the pandemic and how politicised they have become – a balanced…
@ejhchess @reactionlife @iainmartin1 I simply did not know about Franco issue, which if true is serious. Can you send me the link please. I have
@thwbottelier I wouldn’t go there. It is just that I thought she was less “sophisticated” and simply had spent less time reading books in College,
@JoeGlauber1 @DeconinckKoen Clearly an important point. In my defense I was following the Bloomberg headline. How large is the gap between food prices properly speaking
RT @WHO: @DrTedros "𝐓𝐨𝐝𝐚𝐲, 𝐖𝐇𝐎 𝐢𝐬 𝐫𝐞𝐜𝐨𝐦𝐦𝐞𝐧𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐫𝐨𝐚𝐝 𝐮𝐬𝐞 𝐨𝐟 𝐭𝐡𝐞 🌍’𝐬 𝐟𝐢𝐫𝐬𝐭 #𝐦𝐚𝐥𝐚𝐫𝐢𝐚 𝐯𝐚𝐜𝐜𝐢𝐧𝐞. This recommendation is based on results fr…
RT @emilyjlevine: Join me October 14th on Zoom to discuss my new book, Allies and Rivals, hosted by @DUCIGS & Triangle Intellectual History…
Comparing gun turrets of Bismarck battleship with Panzer Mark III is instructive! twitter.com/milmodelscene/…
RT @RD_Mullin: A ‘Historic Event’: First Malaria Vaccine Approved by W.H.O. nytimes.com/2021/10/06/hea…
RT @C_Barraud: 🇪🇺 #ECB IS SAID TO STUDY NEW BOND-BUYING PLAN FOR WHEN PEPP ENDS – BBG *ECB IS SAID TO STUDY NEW PLAN TO
RT @AntoineNivola: 911 2.0 SWB stolen yesterday in Paris. Vin 303591. Please make this car too hot to handle. Contact me or Eleven Cars for…
RT @MetroUK: A Tory MP has spoken out about the struggles of living on an MP’s salary, calling it ‘desperately difficult’ for some. This c…
@M_C_Klein @rbrtrmstrng RESULT! Thank you Matt. Thought this was up your street.
"there does seem to be a step-function increase in the aggregate profitability of the index constituents after the great financial crisis.” @rbrtrmstrng @M_C_Klein any Overshoot
Brazil accounts for around 35% of global coffee harvest. Brazil is projecting the lowest Arabica harvest for 12 years -> prices have surged from $1
Indonesia has announced a new electricity procurement plan that includes $35 bn for renewables. 51.6% of 40.6 GW of extra capacity up from 30%. No
From 1980s to 2005 extreme poverty declined in China at the same time as inequality surged. From 2005, income inequality plateaued, but extreme poverty continued
Global food prices were up 33% in August from a year earlier. Adjusted for inflation, food prices are at their highest level in 60 years.
Aggregate Capex in 2021 of 10 big chipmakers, including TSMC, Intel and Samsung will increase as much as 30% from 2020 to top $100bn. Building
"By Monday afternoon, 27 September, Chinese media were reporting as many as 19 provinces had been affected by some form of power rationing.” @LantauGroup h/t
Foxconn has struck a deal to acquire its first EV manufacturing plant in North America, part of $280 m deal with Lordstown Motors & 2-year
RT @TheStalwart: @RussoEcon A more recent meaning of Fed independence is that it can move very fast on its own (as we saw last March)
@ennuid1 @GeorgeSelgin Yup. I take your point. I could have organized the review around the kind of pressures that people are worried about … take
Both the New Zealand and Australian housing markets are on fire. @SoberLook thedailyshot.com/2021/10/04/ser… https://t.co/KXLyH3R3Zp
A pod of bond market whales: 30-50% is now the share of government bonds held by central banks around the world. livewiremarkets.com/wires/central-… https://t.co/eaxPTV3SMp
South Korean exports are at record levels. @soberlook thedailyshot.com/2021/10/04/ser… https://t.co/IQ8Vlno2jJ
Are we facing a prolonged shortage of commodity semiconductors? @NikkeiAsia Does not think so. Large-lot contract prices of benchmark working memory chips are down from
Carmakers have announced a total of $330bn of investment in electric and battery technology over the next five years, a sum that has risen 40
Treasury issuance net of Fed purchases is expected to decline next year. thedailyshot.com/2021/10/04/ser… https://t.co/XkR2sSYnfq
Income inequality in China surged between the 1980s and the early 2000s. Since then it has stabilized at high levels = background to common prosperity
"According to data from @GoodJobsFirst Amazon has so far secured c. $650m in sweeteners from local and state governments in 2021, a mixture of grants,
In 2020 renewables overtook fossil fuels as a source of electricity in the EU. @SoberLook thedailyshot.com/2021/10/04/ser… https://t.co/KlL0VyjhNo
Why Russian gas exports to Europe matter! thedailyshot.com/2021/10/04/ser… https://t.co/7Lut24omIg
Poland’s inflation is surging towards 6%. @SoberLook thedailyshot.com/2021/10/04/ser… https://t.co/C2tQvJkB1K
@rcwhalen @GeorgeSelgin Hence the WSJ’s model of "choose your own inflation adventure” with their personalized CPIs.
@GeorgeSelgin NOT at all. Its a marvelous thread. Look forward to picking it up in a follow up. More soon A
RT @lisaabramowicz1: BlackRock's $14.5 billion 20+ year Treasury ETF is poised for its worst week of outflows since March 2020, with more t…
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