ADAM TOOZE

I've probably been reading too much @adam_tooze over lockdown, but Turkey's foreign policy over last couple of wee… https://t.co/YvzliEyOAH

Almost half of global green bond issuance is denominated in euro; issuance of euro-denominated green bonds… https://t.co/pN1PsQgJS6

Given the collapse in capacity utilization across US industry, how long will it be before investment revives?… https://t.co/yZ4enzTAMW

Almost half of global green bond issuance is denominated in euro; issuance of euro-denominated green bonds… https://t.co/y4n9bSF5v4

"A compelling, challenging and incredibly timely book – needs to be read." – Sunday Times @angrynomics is published… https://t.co/dumem3U3Hb

Worth rereading @PeterWhoriskey on the "Harkin-Engel Protocol" — an agreement cowritten by Rep. Engel that kept fe… https://t.co/TU9l0N9Nv2

Central banks globally are exploring alternatives to major currencies. Accumulation of gold by official reserve hol… https://t.co/AkM4BUFKL4

The most damaging austerity in the US following the 2008 crisis came in local government. The same threatens after… https://t.co/mWCtZG2ARM

Btw March 2018 and Dec 2019 Russia and China reduced their dollar Treasury holdings by c. $200bn.… https://t.co/8A4CpMTKWd

In the late 1990s the global business-cycle quite suddenly became significantly more correlated. @BIS_org via… https://t.co/wORYLsq1Eg

"Built in 3 months, the https://t.co/UQIXeeIDR4 aggregator has become a force unto itself in the rally engulfing U.… https://t.co/OpbWcZyjdC

Agreed @DanielaGabor BUT NB: 35-70$ is not POOR. It is solidly around the middle of the income distribution. In fa… https://t.co/PqzuRvj5cI

As global reserve holding surged in the 2000s the balance btw $ (70%), Euro (25%), ROW (5%) was static. Since 2009… https://t.co/LjIOFsp4cM

Retail-apocalypse, attack of the zombie malls … aka a spreadsheet spelling out name by name the c. 1/3-1/5 probabil… https://t.co/JgpP7QzBPi

On the segue btw sports betting and the current Robinhood retail investing craze this by @MarcRuby is excellent. H/… https://t.co/lEeX2uFu4J

New CLO are still being packaged but engineered more conservatively. "Reinvestment periods have shortened dramatica… https://t.co/5bR3Bthc0a

Fin-tainment, stock-flipping, COVID-tulips, bored dudes missing sports and impatient with the shutdown, return to g… https://t.co/xaDRl8iPxm

The AUM of assets indexed to the S&P 500 exceeded $4.5 trillion last year. Does it make sense to as, at what point… https://t.co/UCCFjWHjSk

This is still really raw and I have more questions than answers. But, it’s very important and intersects with what… https://t.co/61LVBoCDRU

The 10yr Sov bond spread btwn Cn & US is a healthy 2+% right now. Inclusion in JPMorgan GBI-EM bond index ongoing -… https://t.co/DtEUKI3Ao1

Worrying about Arizona? This is an excellent COVID explainer by @johnauthers Upshot: cases definitely going up. IC… https://t.co/rj8J62RQ2L

@tracyalloway @TheStalwart HI @tracyalloway where is your piece? Can’t find it.

@marcmakingsense @TheStalwart @tracyalloway I like sports and can easily appreciate the thrill of gambling. I list… https://t.co/06yC2mJE49

New age of EM QE and/or China-style "National teams”? As foreign investors sold local currency Indonesian bonds, B… https://t.co/2CYmrzttTI

Indonesia was one of the sophisticated EM players to launch an unprecedented EM program in response to COVID-19. Pa… https://t.co/ti43X1pfmX

“PEOPLES QE with American characteristics” "in week after receiving stimulus cheque, people in the US$35-70k incom… https://t.co/F2Ht6qgvzs

Imagining the giggles at Citadel Securities when they started getting the Robinhood option order flow. https://t.co/vEsioogfVj

@ManishJ54617250 @MarcRuby Cool thank you!

@adam_tooze After several minutes of meditation, he said. “I don’t know what weapons might be used in World War III… https://t.co/YWfCM1YnpS

It'd be interesting to look at what media commentary around @jimcramer was like when he first came on the scene. Be… https://t.co/w0lyNMS7QY

@marcmakingsense @TheStalwart @tracyalloway Hey Marc … of course these are social categories and moral orderings th… https://t.co/cjL00J28bq