ADAM TOOZE

One for @Birdyword on the Evergrande theme. https://t.co/qNAjVzV26j

Really interesting paper for dollar funding nerds. Asian financial conditions tend to tighten following a shock to… https://t.co/aObCAkrVO2

For Eurozone nerds: Cant say I have ever given much thought to the Irish-Belgian sovereign bond spread, but here it… https://t.co/j94Qs4Pt8W

"The housing market is the cornerstone of Chinese household wealth …. A threat to that foundation could ripple th… https://t.co/5g7pg4UPna

China’s real-estate sector is most vulnerable to yuan devaluation. Over $125 bn in bonds included in ICE BofA ML As… https://t.co/yhnGCR4kJO

How could a yuan devaluation cause stress? China’s four major commercial banks, which are also state-owned, no long… https://t.co/k8LLNiCvww

Energy transition? What transition? Since 1990 there has been some increase in energy efficiency in global economy,… https://t.co/wc7cNYuqMw

Given China’s national financial balance you would not think that a falling yuan could cause stress. But as… https://t.co/7n5RuWk4uD

@BT_BXL @FT Yeah. The article should really have been more focused on moore’s law. But couldnt resist celebrating f… https://t.co/hETQJWfYdy

@glassyeti congrats!

Our world: UK government negotiating with Turkish military pension fund Ataer (sic) over possible sale of bankrupt… https://t.co/LSmkCXgizH

Alarm about Bolsonaro’s impact in Brazil has to be seen against backdrop of major deceleration of Amazon deforestat… https://t.co/peIDVbvhck

After panic at Mexico’s Pemex, investors are back. In world of plunging rates, yield of 6.5% is just too good from… https://t.co/iH95SfNbOJ

When we talk about a "climate change moonshot" it is useful to have in mind that at its peak NASA’s budget was over… https://t.co/UguLzGKh7s

"most of the world’s electricity is produced by large steam turbogenerators. During the 20th century their efficien… https://t.co/xBt4fZ2Auz

The collapse in EU investment in renewable energy since 2015 stands out in global comparison. This is offset by fal… https://t.co/FVAZuCoFEu

"A call for Germany to loosen its purse strings is not new. But it is increasingly urgent. Avoiding a full-blown re… https://t.co/WLtzeiPgBx

In nominal terms investment in renewable energy is depressingly flat. Adjusted for huge price falls, in real terms… https://t.co/sfBN7sXW4L

Great piece on risk to China real estate from yuan devaluation https://t.co/G3zbJs1rrx @Birdyword: you didnt mentio… https://t.co/MELV0joSaX

Too big to sanction? Russia’s Rosneft produces almost 5m barrels a day of crude & other liquids, = 5% of global sup… https://t.co/3SnG7brsrb

@flindner23 @TheBTI hi Fabian kannst du mir eine andere link schicken. Die funktioniert nicht …oder einfach Titel und autor.

We need a technical breakthrough to achieve decarbonization, all reasonable glidepaths presume carbon capture -> yo… https://t.co/vfcAf0duhQ

Merkel, snapped on holiday reading Stephen Greenblatt’s study of Shakespeare’s villains, “The Tyrant”. A dissection… https://t.co/BW2cBvIoVm

The recovery in wealth from the Great Recession took different forms depending on where you were in the US wealth d… https://t.co/ZAi4jtZkD9

These threads are truly helpful and illuminating capsule reviews of many facets of IR literature. GREAT resource. T… https://t.co/DR7uVftpo2

"black households in America headed by a college graduate have, on average, less wealth than those headed by white… https://t.co/XuHuWhdKas

In the earlier stages of S Korea’s economic development, its dependence on Japanese markets was far greater, which… https://t.co/z3RjpQ5NxO

Argentina has spent 33% of time since 1950 in recession. In global terms, that is second only to the Democratic Rep… https://t.co/PVRkJx2WeH

Scrambling to escape the auto industry slump in Germany, major component supplier Continental AG announces shift ou… https://t.co/Oah4qr8f0F

IF bulk shipments of LNG reshape the global energy industry, it will be S. Korea’s shipbuilders delivering the new… https://t.co/mJ0DWFuHvy

So the way this “works" is that the US cuts taxes on high incomes and puts taxes on Chinese goods bought by less we… https://t.co/0yRYAIiXYJ

Up to $70bn in Russian money may have passed through the “Moldovan laundromat” https://t.co/Lx13gfi8ZS

Merger of China State Shipbuilding Corp with China Shipbuilding Industry Corp & Hyundai Heavy Industries with Daewo… https://t.co/Rf5cdjPe5Z