ADAM TOOZE

As China’s infrastructure investment surged in 2008 to offset the GFC rates of return on investment plunged. Soberi… https://t.co/ze1kPj07KI

Has the China miracle been exaggerated. @greg_ip takes a decidedly jaundiced view. Interesting comparison but can’t… https://t.co/TSjl7i9e9I

Very cool 20-year graph of S. Korean producer price inflation from @SoberLook Very useful gauge of global industria… https://t.co/MccWFVmI8b

Apparently protests in Hong Kong have an immediate impact on Swiss watch exports … go figure!? @SoberLook tell us m… https://t.co/qoxZRWqS3o

Yield-chasing foreign investors, notably Japanese, are snapping up Italian sov bonds. Apparently regardless of poli… https://t.co/B3FzQn0asX

The input/output relations of US manufacturing as mapped by @CreditSuisse via @SoberLook The US may have a trade d… https://t.co/MplCoewiJw

For thirty years following the collapse of Bretton Woods the US regularly intervened in currency markets to move th… https://t.co/pMxmXGX4FE

"I think of China as being very much like the US in the post-second world war period — a huge, single-language mark… https://t.co/BahDOHn1Hr

For years, Fed steered monetary policy by wage growth/Phillips curve -> Wall Street fixated on BLS hourly earnings… https://t.co/aIBsnG4x8A

@AlecMacGillis thank you! very kind.

"Warren Buffett once told me that his favourite investments were not so much bets on the US as bets on the ability… https://t.co/XAULSgSjPS

I want to join the ranks of the “succumbers” – the percentage of central banks folding to political pressure is on… https://t.co/kDTp29r7ni

Paris is considering lifting the age limit for the IMF MD position to give Kristalinia Georgieva of Bulgaria, curre… https://t.co/UNyk5PdRIK

When is a service firm a service firm? How a dodgy database is helping to undermine the already shaky authority of… https://t.co/uLisoehoz7

From the Raj to 21stc “defence living” – how S Asian militaries have clung to the privileged spaces inherited from… https://t.co/qAcuhJWV6F

US state and local pension funds are almost 50% unfunded. I Illinois this is already rendering state politics dysfu… https://t.co/YcMyEC1FHV

@dsquareddigest @EuroBriefing Agree or disagree, this thread by @dsquareddigest is the most cogent defense of Dijss… https://t.co/of3vVDD8Rx

@dsquareddigest @EuroBriefing Take your point about pensions. But isnt the sustainability issue the clincher?

The lopsided nature of the cocoa industry is glaring. On one side poor peasant producers on the other side giant pr… https://t.co/78lMcvYvIJ

@dsquareddigest @EuroBriefing Bail in has always been the strong suit of the north europeans. Same could be said of… https://t.co/0zW39ML68T

I heartily agree with @EuroBriefing https://t.co/KEaM4TR4OL that the EU must stop treating the IMF as a consolatio… https://t.co/EX6b2CbDga

Copec is the new OPEC for chocolate. Cote d’Ivoire and Ghana which export 2/3 of all cocoa are trying to raise and… https://t.co/Jm1Nlkz6aP

In the event of a recession a lot of B- rated corporate debt is going to be downgraded to CCC at which point most C…

As Japan shutdown its nuclear power plants after Fukushima the gap was closed by renewables but above all by coal a… https://t.co/ztpuSkUx7O

A huge surge in LNG export capacity is in the pipeline for 2019-2020. It will be entering a market in which fossil… https://t.co/Cs49TNM6cK

Mining giant BHP wants to exit coal but who will buy its stranded assets in an energy market in which coal is domin… https://t.co/KC5kdn2mSs

Part of reason why current downturn in commodity prices & EM/LIC funding has not resulted in a rash of debt default… https://t.co/YzdCYOXqKD

@THAToneil @BJMbraun @FuestClemens @AlexanderDonges the exchange was provoked by my piece in @ForeignPolicy which a… https://t.co/95wr26Kha5

The shale basins of Eagle Ford and Permian add dramatically to Texas’s already stressed water situation. Unlike man… https://t.co/uCosVjeTHy

Could there be a debt crisis brewing amongst China’s low-income borrowers on a par with the debt crisis of the earl… https://t.co/JCbSlMtvt9

Permian water use grew nearly ninefold 2011-2016 as drillers added more than 10,000 wells. An average Permian well… https://t.co/qaZBeCNDW0

As World Bank lending plunged, btw 2010 & 2015 Chinese lending became the main source of external finance for low-i… https://t.co/3caWiQoIWX

“If we sell alfalfa to Saudi Arabia or China, it’s basically us exporting water there, so what’s the difference?” W… https://t.co/zVAKPExxuk

Much of the discussion of Chinese lending implies that it is a radically new development. In fact China’s communist… https://t.co/EoO9vy8nJl

This blockbuster @nberpubs paper by Horn, Reinhart and Trebesch on China’s overseas lending deserves a wide readers… https://t.co/8Mna0V9zop