RT @Olavarrieta: "China is not just the most dramatic phase of economic growth ever seen. (…) It is the most spectacularly dynamic politi…
RT @voicilefer: La economía china se está endeudando mucho. Especialmente destacable el grado de deuda contraída por las LGFV, fondos a niv…
RT @AdrianP2017: @adam_tooze @StevenKelly49 Great set of charts on China. Thx
You gotta hand it to EU. For all the fudges, compromises etc They agreed 1.8TRILLION Euros Argued seriously about rule of law. Argued seriously about
There is no story more dramatic in economic history than China’s economic growth. And no bigger challenge of economic management. Big worries about LGFV are
There may come a point soon when entire fossil energy share of S&P500 is worth less than 1/3 the share of Apple. @Gavekal via @SoberLook
RT @oloflover: @Jacopopelle_98 @adam_tooze holy f, gotta subscribe to this ASAP
RT @itsafronomics: H/t @ChelseaHerps: If you visit Google's front page today, you may see a Black guy with glasses. If you're an economist…
Just posted NEW Chartbook Newsletter #8. Its all about China. After a while, the extraordinary graphs just pile up. adamtooze.substack.com/p/chartbook-ne… Sign up to get the
"potash — a potassium-rich fertilizer mined underground from evaporated sea beds” What a phrase. We will use 67 m tonnes in 2020. Mined by a
The ECB had quashed a lot of anxiety in Euro Areas bond markets, but 2020 has taken that to next level. Spanish and Portuguese yields
As food prices surge, so too does demand for potash fertilizer, a less demanding alternative to nitrogen heavily used in China. H/t @SoberLook bloomberg.com/news/articles/… https://t.co/I1mYnVfVla
Commodity price are jumpy in part because supply capacity has been cut back since price collapse of 2014. @alpinemacro via @SoberLook https://t.co/Ss71gNUKe3
This is actually quite a moment. Mike Bloomberg forced to air some basic views about politics and political economy here. The body language is very
Iron ore prices are surging with China-Australia trade relations souring by the day. scmp.com/economy/china-… https://t.co/mF5emrliTo
How was the last decade of economic growth? Depends VERY much who you ask! And 2020 will compound that. @OxfordEconomics via @SoberLook https://t.co/6aaIcb3aRZ
Oh no! Where did the Graphics tab go on the @FT ? For the days when all I can cope with are the pictures. https://t.co/ZXsCEPOVTq
The huge discrepancy in bilateral debt payments due 2019-2021 give an idea of China’s absolute preeminence as an official lender over last decade. More than
Job creation by way of a green stimulus. There are a lot of low hanging fruit ranging from building energy efficiency to EV charging infrastructure.
"With 8% of the globe’s population and 30% of its Covid deaths, Latin America is facing the pandemic’s next phase — mass vaccination — with
One every 12 seconds! UK has approved 365k British National Overseas passports for Hong Kongers since 2019. 60k in October alone. bloomberg.com/news/articles/… https://t.co/PTmtIJ8Yuh
Credit impulse numbers are an important corrective to idea that there has been “no stimulus” in China this year. 10 % of GDP is up
So it begins: "Dozens of House Republicans are warning Federal Reserve Chair Jerome Powell against proceeding with climate risk regulations for the financial system, in
"In Nov, China recorded its largest month-on-month increase in fx reserves in seven years, South Korea the largest rise in 10 years, and Taiwan the
China and Russia really do talk moreL Phone calls between Xi Jinping and other heads of state, January–September 2020 @ODIdev odi.org/sites/odi.org.… https://t.co/BaoCNFmUNY
Nigeria’s inflation varies by region according to @WorldBank data. Higher rates in the North. Impact of insurgency is in North East, for which there is
RT @MehreenKhn: Pithy reaction from a senior EU diplomat on 🇭🇺🇵🇱: " They got their fig leaf and fell into line. Money talks, b*llshit walks…
In first half of 2020, Chinese households accumulated more new debt than all of advanced economies put together. And no! This was not for consumption.
@Cheeky_as_fuck @WorldBank Hi. By NO means an expert myself. I was curious about the same question. The areas of the North that are more affected
Japan is gambling big on hydrogen fuel cell vehicles. Will this be the renewable tech play that gives Japanese car industry a head start into
Ethiopia and Nigeria have amongst highest rates of inflation in sub-Saharan Africa and inflation most serious in North. From @worldbank NDU https://t.co/1sy3jymGTZ
RT @MichaelArouet: @adam_tooze @SoberLook From 2012 high of over 17%, yields on 10yr Portugese gov bonds have plunged to minus 0.02! Take…
From 2012 high of over 7%, yields on 10yr Spanish gov bonds have plunged to 0.02! @SoberLook https://t.co/kDjZdqN3sq
Share of Americans working from home is “only” 22 %. But offices are 75 % unoccupied -> huge gap opening up along lines of occupation/education.
Americans are not going back to the office. H/t @foxjust bloomberg.com/opinion/articl… https://t.co/0MY4oJY88O
Nigeria is uniquely vulnerable because of its precarious pre-pandemic economic situation. Labour market struggles to absorb rapidly growing population. ft.com/content/14f600… https://t.co/UAvWQlEXL0
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