ADAM TOOZE

“liquidity freeze” “Lehman-like aftershocks” … there is some really alarming talk out there these days!… https://t.co/iLjBLa1lBe

It looks like this at the @WSJ @bhgreeley & @simonleggsays And like this at @bopinion The @WSJ version is far bet… https://t.co/4Ls693mjJL

"[Mr Trump’s] ‘open mouth operations’ are likely to have only a transitory effect on value of $ if not backed up by… https://t.co/0jjNkRCo0t

@bhgreeley @B_Eichengreen @brendangrealy @colbyLsmith so sorry!!!!! not to deflect blame. But can you start a campa… https://t.co/9EnqnIe6Ns

These are important insights on China. If you're interested in what's going on with currencies right now, follow… https://t.co/RXkuBERxtq

Papua New Guinea has asked China to refinance its entire government debt of $11.8 billion in an unprecedented move… https://t.co/pTqkTUprqn

Consolidation of China State Shipbuilding Corp & China Shipbuilding Industry Corp, agreed last month, will create a… https://t.co/9BUOKVfayg

“Japan is in a world of pain, but the central bank has been sitting on the sidelines all year” – the one currency t… https://t.co/Dnp18WX4jS

To feed 2 bn extra people in coming century agricultural productivity will have to surge. Health care spend rises i… https://t.co/LfjC9uTlsI

As India’s RBI cuts rates by 0.35 (sic) https://t.co/1rtDjMjQvL … it is worth going back to this story about resi… https://t.co/dv84tKyWm7

ICYMI Global trading slowdowns and international job loss hit the automobile industry hard. The ones hit the hard… https://t.co/Yq5lWn6Ej9

“The German car industry is in a really critical situation,” @GuyChazan reporting on the pressures rippling out fro… https://t.co/DgTt8QNEzN

“All in all, we would characterise today’s industrial production report as devastating, with no silver lining.”… https://t.co/Ep4buPy2Bz

@Transitionway @zbattiz Maybe interesting https://t.co/lFDy921fO4 . Looking at this zero rates, or negative rates w… https://t.co/yxQHxQA5Vv

While much market focus has been on China, Switzerland looks set to become the 1st country to meet all three of the… https://t.co/wDRpzhZtyY

"[Mr Trump’s] ‘open mouth operations’ are likely to have only a transitory effect on value of $ if not backed up by… https://t.co/Kvlo8cX5qQ

Once you write it down it seems barking mad, doesn’t it. “Here’s a trillion dollars over ten years at 1%. Take *th… https://t.co/tIzF6OcJIH

Another fantastic thread on the China currency manipulation issue. This one from the best bofp analyst out there… https://t.co/ATd2hWoddb

"For all the concerns that Abe is spearheading a right-wing turn in Japan, the nationalistic mood that buoys him se… https://t.co/Of2UhacHVE

Fantastic thread from @alanbeattie on the absurdity of the Trumpian assault on China’s currency policy. Save this o… https://t.co/rlk0S0RpO7

Amount of global debt with negative yields is now pushing $14.5 trn, three times the level last October! Including… https://t.co/gpzKVE7MSG

Alchemy of confidence: according to John Authers the markets read the copper/gold ratio as a measure of confidence.… https://t.co/Boo29qOrAT

Tariffs beyond Lighthizerism – intriguing @WSJ reporting from inside the WH on how Trump is increasingly isolated… https://t.co/OoxrGSfixn

China’s 2015-6 bout of capital flight was, according to the @iif, the largest sudden loss of Forex reserves any cou… https://t.co/Yh9yXUpF1M

Today's RMB fix is 3 standard deviations too strong (red). That's got nothing to do with the "counter-cyclical fact… https://t.co/KbhgpVF8Rv

Considering risks to its fragile financial system "A short, sharp depreciation could be beneficial to Chinese negot… https://t.co/AkFn1w84Tv

GREAT article: "Abe has achieved little of note with Trump, but through golf trips & exchange of MAGA-inspired caps… https://t.co/yRP8aH0aqG

As they clamp down on another set of real estate finance vehicles, if Beijing is for real about no longer using the… https://t.co/6p3pLi10f6

"Collectively, we served our nation across nearly 40 years and were appointed and reappointed by six presidents, bo… https://t.co/jJxKTpIPVf

An outflow alert was triggered in our @IIF capital flows tracker The current reversal looks similar to the “trade… https://t.co/W0HmOo2TVt

If a yuan devaluation triggers a wider move downwards in regional EM currencies, a thing to watch is their $-denomi… https://t.co/byKYzmKtNH

Despite spectacular news stories about renewables, coal, oil and gas will still contribute about 85 % of primary en… https://t.co/Dka0uskIkt

Is a weaker yuan good for Chinese business? Depends whether they have borrowed forex. As @ajb_powell points out, ac… https://t.co/lmyODCiGlz

Loss of US’s regional authority is evident in its inability to control feud btw Japan & S Korea, its two most impor… https://t.co/cnilmfFEyk

In July 2019, a major melting event spread across the Greenland Ice Sheet. Billions of tons of meltwater streamed i… https://t.co/aXKGTKxD0a