ADAM TOOZE

RT @BrutalHouse: Nago City Hall Japan — Photo: Paul Tulett greyscape.com/okinawa-where-… https://t.co/BRRBftjTju

RT @BrutalHouse: Nago City Hall Japan — Photo: Paul Tulett greyscape.com/okinawa-where-… https://t.co/X5mlmLSTg4

RT @Brad_Setser: . @M_C_Klein completely nailed the data on globalization in his latest blog over at the Overshoot — I would even go a ste…

RT @hyoyoonkang: Good to see Chéri Samba featured in @adam_tooze Chartbook artsy.net/artist/cheri-s…

"Unlike businesses, central banks are designed to make money only in the most literal sense." Cracking opening line from Augustin Cartens @BIS_org op-ed in @FT

Ford will not be producing its own batteries in the US until 2025-26 and as such may not receive large direct incentives from the government

As of January 31, Georgia has secured more than $15bn in cleantech projects since the IRA’s passage, topping any other state, ft.com/content/985b1b… https://t.co/TmfS4eoOw4

Chartbook: Be patient, the sun is rising in the East … long & variable lags & what central banks are for. adamtooze.substack.com/p/be-patient-t…

If Fed is right & market is wrong & inflation takes while to come down, this creates risk of nasty market adjustment that could turn

Goldman has a low valuation because its core franchises, trading and investment banking, are not very good businesses from POV of investors (they are great

RT @RohanV: Re-upping the latest piece on my newsletter, India Inside Out. Subscribe if you'd like to get regular dispatches on all thing…

RT @VatsRishap: "As many as 18 key govt ministries, led by the federal trade ministry, met last week to firm up steps first aimed at

@RobinBrooksIIF Hi Robin my friend I think you mean "hard to overstate" … 😉

Priced for a soft landing. Junk bond spreads relative to Treasuries have fallen by more than 1% since start of the year. ft.com/content/15224b… https://t.co/7VpgoeMJJf

@michaelxpettis Hmmm? Michael couldnt you also increase the propensity to spend?

FT analysis suggests that the volumes of Russian crude being shipped on vessels identified as being part of the “ghost fleet” have surged from less

RT @TAInitiative: 🤔 What happens when you mix #cryptocurrency and #taxhaven? The results are predictably not always pretty. @adam_tooze des…

RT @70sBachchan: 5/ "In the future we may look back on Manchin’s pivot in July 2022 as the moment at which the green capitalist coalition

RT @KGravas: @adam_tooze @Nouriel Perfect quote by Adam Tooze: “teleological view of currency systems”. Yet, instead of a bipolar monetary…

RT @martin4monks: @engineers_feed . @adam_tooze's Substack. So much content and insight for about three quid a month.

RT @BasuAshis: @adam_tooze @Crof @suhasinih Excellent piece @suhasinih ! “Presently, Adani Power is reportedly billing Bangladesh $400 pe…

RT @FareedZakaria: Today’s last look: Mahatma Gandhi was assassinated 75 years ago last Monday. Today, some are trying to assassinate his c…

This by @suhasinih on ramifications of Adani crisis for India's regional development projects in Bangladesh, Sri Lanka and elsewhere thehindu.com/news/national/… pairs well with adamtooze.substack.com/p/chartbook-19… and

Pakistan's foreign-exchange reserves have plunged by almost half in a month, to $3.1 billion. As @FaseehMangi highlights, the need for a stabilization program is getting

I pledged a paid subscription to India Inside Out by Rohan Venkat. What a fantastically useful compilation of essential reading on contemporary India. rohanvenkat.substack.com/subscribe?r=1n…

Unrelenting record-breaking heat is expected to continue across parts of S America. Temperatures are forecast to reach the mid-to-high 30s celsius for Chile, Argentina, and

When Financial Bubbles Are Hard to Pop @shuli_ren bloomberg.com/news/articles/… Pairs rather nicely with Chartbook #194 on the China's gamble in halting its real estate boom.

@matthew_pines @Nouriel Actually, I am not sure I agree.

@NathanpmYoung Dont think so. Net exports have been a marginal contributor of late. The big drivers are consumption, investment, public spending.

Consumption could account for the lion’s share of China’s growth in 2023, almost 80%, if government spending is included. This would be the highest share

Consumption or investment? Where China's household spend their pent up bank deposits is a key issue for world economy. . China's bank deposits now exceed

Anglo, which has invested more than $6bn in South Africa since 2018, formed a joint venture with EDF in 2022 to invest in renewable power

@svaradarajan @SubstackInc thank you!

“The worse things get, the more necessary war will become” Strong piece from @TheEconomist on the resilience of Russia's war economy economist.com/europe/2023/02…

"It is also an anachronism that the US, whose share of global GDP has halved to 20% since WWII, still accounts for at least two-thirds

43% of all homes in China were built after 2010! Staggering #s from Rogoff & Yang ideas.repec.org/p/nbr/nberwo/3… Inform Chartbook #194 on Beijing's real estate nightmares.