ADAM TOOZE

Currently EV strategy depends entirely on imported lithium. There is lithium in Northern Portugal which is one of p… https://t.co/c45Fkr6UVm

Btw 1970s and 2010s household savings rate in China surged from 5 to 30 % but thanks to repressed wages, disposable… https://t.co/zinDQ4c6cB

The new Russia-Ukraine gas deal, along with existing pipelines and Nordstream 2 give Russia a chance to establish d… https://t.co/R7zx7y6qj1

@RatanMalli @HEWeiiiiii check out the paper cited. it spells that out beautifully.

As the disposable income of Chinese households has surged, so has their savings rate. But political interventions (… https://t.co/OVpxiNd9zh

Sometimes the news really does begin to read like 1914. https://t.co/TTNolwOXaN

@adam_tooze This, together with the assumptions around savings leading investment down are my main differences with… https://t.co/M7cDSLIuJ0

@adam_tooze also if you know the data, there is no way China has reached market saturation in mechanical engineerin… https://t.co/uA7bH5cwLI

@adam_tooze Not saying this will happen, but it is a caution against arguments around market saturation — pre-tari… https://t.co/XPxn1CRxrH

The spread of dumplings in the late-ish Middle Ages. Look, people can agree on things. (from Rachel Laudan, Cuisine… https://t.co/IbM2pByRk4

If China’s exports have reached saturation -> their growth will be limited by growth of export markets < slower tha… https://t.co/2KqO67rLFM

Government funded defense R&D fell sharply at end of Cold War. In Germany to virtually zero. There has been an incr… https://t.co/tccYy9qkVM

@adam_tooze number is a bit out of data. @S_Rabinovitch had a good chart showing this has reversed and China's mar… https://t.co/dDdx5pRkuU

Even before the Trump trade war it seems that China’s share of global merchandise exports had peaked. Deb, Gjonbal… https://t.co/HPVcuXNj0D

In the US, annual government defence-related research and development (R&D) expenditures were $78 billion in 2016,… https://t.co/svhGor6nMt

@adam_tooze @MuseumModernArt Phillips Collection in DC has some wonderful engravings on exhibition including La Manifestation

The rise and fall of China’s savings glut: in early 2000s savings in China surged ahead of investment, then investm… https://t.co/kvjrOKgfz3

Are you sitting uncomfortably? Nice blog on the Félix Vallotton show that is up @metmuseum for the rest of January.… https://t.co/vmCwftIrvA

Collateral effects trump wealth effects amongst Danish homeowners post crisis: unanticipated increases in housing w… https://t.co/TNNTX4YFvz

Félix Vallotton The Lookout (La Guetteur) from This Is War (C'est la Guerre) 1916 To see the “lookout", blow up the… https://t.co/9jIq9LTyAi

Before 2008 China was sometimes characterized as a workshop churning imported raw materials & components through f… https://t.co/7MTb4LZ0Ge

Shame none of Félix Vallotton’s war art is even hinted at the show currently on @metmuseum: Contrast Vallotton as a… https://t.co/6APqO8oaip

Has Trump unleashed a general slide into protectionism? No. There have been more anti-trade measures, but most are… https://t.co/51JWYx19vi

Adjusting the Sino-US trade balance for value added makes a difference, but does not fundamentally change the pictu… https://t.co/4hfIZpSUOn

La Blance e La Noire (1913) Second time around Félix Vallotton’s subversive answer to Manet and Ingres at… https://t.co/FFoOLZdg0L

In European society what is “eroding” in Europe is not "middle class" but working class. Conflation of the two is a… https://t.co/7tDZxMsiRY

Ahead of the crisis 60% of china’s exports were generated by foreign-funded enterprises. Today the share is closer… https://t.co/w12zCVUvzB

Upward shift rather than polarization characterizes EU labour markets since 1990. Exception is UK where there is so… https://t.co/B8rRBSUv6m

In the US 20 % of imports are for household end-use (a smaller share than I would have imagined). In China only 5 %… https://t.co/gyvcIgKUlw

Polarization of the labour market (growth at bottom & top, hollowing of middle) may not be a general phenomenon. It… https://t.co/q0hX3NovWP

In 2007 43.9% of intermediate goods imported to China were re-exported. Today China is less of a workshop economy a… https://t.co/olkRJBJuk4

The Mekong delta, Vietnam’s rice bowl, one of most "engineered places" on earth is reaching a tipping point. A 6000… https://t.co/4kxKQxu2lO

How you interpret the shift in China’s current account depends on how you balance the continuing strength of manu s… https://t.co/FOnNqAaWG4