RT @maxkrahe: You heard it…
You heard it here first: @ponattudom @jvtklooster @heimbergecon werden im Forum #4 „Wie weiter mit dem Euro?“ mad k… https://t.co/263Oxadyk2
You heard it here first: @ponattudom @jvtklooster @heimbergecon werden im Forum #4 „Wie weiter mit dem Euro?“ mad k… https://t.co/263Oxadyk2
The nexus of investment advice, Islamophobia, and alien archaeology theories on the German Far Right is daunting to… https://t.co/JRCbzUwMwT
Very much looking forward to speak at a #COP25 side event on 'Assessing climate transition risk and scaling up clim… https://t.co/T5JASizVhg
Defaults on Chinese corporate debt will likely set a new record in 2019. $17bn or so is a small fraction of $4.4 tr… https://t.co/qKwZaOkoC7
The cycle in global semiconductor sales is driven by Asia and the US, it appears to have bottomed out. @TS_Lombard… https://t.co/y77FfzxrwG
New Yorkers, come to this tonight at 7 at @mcnallyjackson's seaport store. I'll be talking with @JedediahSPurdy ab… https://t.co/DDdePiVsMA
How family offices, which manage the assets of the wealthiest families, allocate their assets. @iimag via… https://t.co/n4Lw5hT6vh
China’s household debt service ratio is now running at same level as in the UK and US. @Gavekal via @SoberLook https://t.co/fai65a2Hy8
One of the remarkable things about the second coming of the KKK in the 1920s was its anti-catholicism. Branford Cl… https://t.co/fZqgRCJiXN
The manufacturing sector is dragging the economy of the Midwest down. https://t.co/ndR0iGvNSh
The uneasy amalgam that is “liberal democracy” is an invention of the 20th century: https://t.co/42l2It5afB https://t.co/LkASHQYbks
Broadband and cellphone services are grossly overpriced in the US. The starting point for Philippon’s new book, the… https://t.co/IaO4lOOEJg
US, Saudi, Russia: The world oil industry has become global. But since 1945 the big 3 have always been the dominant… https://t.co/jJi6MInv8t
Consumer spending in India "has slightly gone down. that is the first time such a thing has happened in many, many,… https://t.co/Q2D2BsidIx
It is hard to exaggerate the drama of China’s coal-fueled production surge after 2000. It dwarfs the experience of… https://t.co/KXGPl2xSDp
India’s 8 core sectors are contracting by 5.8% = most severe contraction in more than a decade. @BloombergQuint… https://t.co/T2WTQNq6Cj
“No one wants euro as an asset, but everyone wants it as a liability”. Borrow in euro, go long EM asset with a yiel… https://t.co/glBWq6485R
Slightly over 1/3 of economists surveyed by @WSJ think that the US will experience a recession in 2020.… https://t.co/UYMgN379no
ECB’s QE has resumed, but at relatively modest rates. h/t @SoberLook https://t.co/5cRYF1kLmh https://t.co/1TEFSZXBbg
Capital investment trends in the US are not looking good. @MorganStanley via @SoberLook https://t.co/3iplPppSuZ
Draghi’s interest rate tweaks are driving a reallocation of funds btw European banks. As a result the notorious TAR… https://t.co/gVQMrTsDr2
In 2019 US consumers will spend more than one trillion dollars in the holiday season. @eMarketer via @SoberLook https://t.co/Oc5Y60VkqZ
Young Eli Ginzberg convinced Wesley Clair Mitchell to substitute a seminar on secular and structural change in econ… https://t.co/ihpjYElHCP
Secular stagnation: the juxatposition of Japan's nominal GDP plateau and interest rates (inverted) is pretty show-s… https://t.co/VaBnati9u8
Pork entirely dominates China’s meat consumption. -> the epidemic sweeping through Chinese pig population will have… https://t.co/2YHKpzR2PS
The double shock to Chinese manuf employment in 2015-6 & trade recession from 2018 was severe … and then they stopp… https://t.co/86OQjgwukM
"Policy efforts since WWII have focused on lowering trade barriers. As result, economists don’t have much data on… https://t.co/2QJHY7dItL
Chinese exporters to the US are not lowering their prices in response to tariffs -> adjustment is coming in quantit… https://t.co/E29CCFkAtM
Actually existing trade war: amidst Trump’s daily bluster and flurries of announcements, one of best ways to track… https://t.co/Mq4BCZJIed
Amongst Democrats in US climate change has been a steadily rising concern. Republicans are flatlining. But independ… https://t.co/VLvuIoIeA8
The four ages of QE, or, more properly, the four waves of asset purchases by central banks. So easy to underestimat… https://t.co/mBExep7fbd
"We define emergency (E) as product of risk & urgency. Risk is expected loss. Urgency is reaction time/intervention… https://t.co/gRq2Eavr99
“Without a penalty for brown assets to go hand in hand with preferential treatment of green, we have too much carro… https://t.co/X56ddPExfN
Global cascade: This report in @nature on the way in which nine major environmental tipping points may compound eac… https://t.co/yALaLJq7ug
In August The world’s largest container ship MSC Gülsün arrived in Europe from the Samsung shipyard in South Korea.… https://t.co/cd5A0OXhgW
Rack revolution: Conventional shipping containers stack. But that limits capacity and access. What if, instead, the… https://t.co/02T7OsrWVS
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