It may be a nervous week in bond markets ahead of Fed FOMC meeting. One issue on market’s mind will be SLR. What that? Check
RT @azraisakovic: Joe Biden’s stimulus (@adam_tooze) | Limits of Ludwig von Mises’s Globalism (@zeithistoriker) | Cultural Diplomacy and E…
I just subscribed to Geoeconomics @Shahinvallee new substack venture. HIGHLY recommended follow. ://geoeconomics.substack.com/?utm_medium=web&utm_campaign=pss
Ernst Jünger from the Somme to the Anthropocene h/t @JanTattenberg twitter.com/JanTattenberg/…
RT @KaiKodden: Educational and political @adam_tooze monday morning read on the public-private 'deal' inherent in financial markets and gov…
RT @UliVolz: In our report, we make 7 recommendations for CBs & Supvs to adjust current approaches and measures in line with NZ. 4/ @Yanni…
RT @KeineWunder: Guter Lesestoff zur vorübergehenden Ausnahme der US-Eigenkapitalregel «Supplementary Liquidity Ratio (SLR)» von @adam_tooz…
RT @BJMbraun: The euro-architects' mistakes of the 1990s: the Big Bazooka of macro-financial warnings. Thread by @DanielaGabor on her new r…
RT @DanielaGabor: read the full report, it explains in detail how the LSF would work (hello repo geeks) and then sets these proposals in th…
@rortybomb Sounds great. In meantime Zoom is very good for hanging out I find.
@rortybomb Hi Mike Thanks for such a thought-provoking response. Would love to discuss this more in some context. You are right my focus in this
RT @MisuaRaboki: @MichaelGoodwell @coloradotravis @MetreSteven @MrMBrown I find this piece by @adam_tooze very helpfull, if you hadn’t seen…
@MisuaRaboki @MichaelGoodwell @coloradotravis @MetreSteven @MrMBrown Thank you!
Great Z. Pozsar had a wonderful moment on @TheStalwart @tracyalloway Oddlots other day when, in a super technical discussion about SLR, he admitted emotions got
If you wonder whether the SLR issue for real check this out: Chartbook Newsletter #16 delves into the issue. adamtooze.substack.com/p/chartbook-ne… twitter.com/AndreasSteno/s…
RT @alex_callinicos: @adam_tooze on the bond market puzzle adamtooze.substack.com/p/chartbook-ne…
"Whether we like it or not, the world does not organize itself. When U.S. pulls back … either another country tries to take our place
RT @Lee_Adler: @crossbordercap @adam_tooze Problem is bond prices and under water dealer inventories. As the bond market crash gathers stea…
The US is engaged in a fiscal policy push of historic dimensions. This has unleashed a debate about inflation, overheating and the output gap. Those concerns have been overridden with the passage of the $1.9 trillion Relief Act.
Don’t expect the inflation hawks to give up easily. Inflation- angst will not go away and now there is an even more pressing fear to worry about. If some increase in inflation is now baked in, are we heading into a bond market storm? If so, what is to be done?
RT @crossbordercap: In a collateral-based financial system, a bear market in ‘safe’ assets matters hugely because it forces #liquidity to c…
RT @PhilippaSigl: Must read von @adam_tooze. Wer beantwortet die folgende Frage jetzt für den Bundmarkt? „If you are in favor of large-scal…
RT @ms82494: Come Thursday, this will be the article most market participants will wish they had read over the weekend. https://t.co/ByXCwG…
@EricBla63629128 @DominiqueReill @njtmulder No about the Italian meltdown of 1992 and the rise of Berlusconi and the Lega.
We really did have a lot of fun! @M_C_Klein @jordanschnyc twitter.com/RevaGoujon/sta…
RT @artvallotton: Pinks and daisies or Pinks and dahlias, 1912 wikiart.org/en/felix-vallo… #swissart #magicrealism https://t.co/RIRGYzoGCW
RT @COdendahl: Here is how the rest of Germany saw the rise of the #Greens in Baden-Württemberg. 2011: 24%, wow, ok but that was Fukushim…
@voss_59 @BJMbraun My particular favorite are the iphone apps with which you scan and upload paper checks … which requires a physical backdrop of a
RT @TayTayLLP: Thread (12/12). The Fed is definitely NOT OUT of ammo. I had been looking at more potential facilities/technologies that th…
What happens when Berliners discover Yorkshire pudding! twitter.com/niggi/status/1…
RT @Africachinashow: With $1.3 billion funding from China, Nigeria’s latest major railway project has started test runs and is soon to be c…
RT @EKnuffer: "We need to be prepared for the fact that the giant fiscal and monetary policy experiment that we are engaged in, will expose…
@DominiqueReill @EricBla63629128 Oh I really like this. Feed @DominiqueReill With viewing suggestions! 🙂 For me it would definitely be binging on the gloriously seedy 1992
RT @jmalvpal: This isn’t an action movie. This is what it’s actually like to navigate a ship through the massive waves of the icy Southern…
RT @Civil_War_Spain: Brilliant photograph by Agustí Centelles of Republican troops in process of taking the Aragonese town of Belchite from…
RT @joaonsalvador: Treasury markets and the SLR Exemption. When the financial plumbing gets political. Chartbook Newsletter #16 by @adam_to…
@AlanSmithee1987 On my list. The only things I know well are the war-centric earlier writings. But the living link from the Somme to the anthropocene
© 2025 Adam Tooze. All Rights Reserved. Privacy policy. Design by Kate Marsh.