ADAM TOOZE

The holding of CLOs backed by leveraged loan helpfully mapped by the @bankofengland The highly misleading thing abo… https://t.co/CkFCJ4PCTR

18% of all triple A-rated CLO bonds outstanding at end March 31 2019 were held by one Japanese bank, Norinchukin! v… https://t.co/trIzj8Qq0t

Japan’s Norinchukin Bank – the bank for farmers and fisherman – has been the whale in the $600bn leveraged loan CLO… https://t.co/4IAiyJg27y

“The turnround time on liquidating a mutual fund or ETF fund can stretch into weeks or months. That is too much mat… https://t.co/XMslQKgJih

US Congress rejected a move to introduce European-style reporting standards into America. so there goes the idea of… https://t.co/QqzPH82vRz

In 1900 a young Ferdinand Porsche, caused a sensation at the Paris World Fair with a vehicle driven by a pair of el… https://t.co/4L3hpfVfDB

Today, more than a decade after the Great Recession began, we are still mired in those “long, dragging conditions o… https://t.co/ZkNkuiwaZB

In response to the unflattering HBO series Russian television network NTV, owned by state-controlled gas giant Gazp… https://t.co/kW6u3DWkZT

And there was I thinking that the cryptocurrency bug was a Californian thing. Prevalence and use far more common in… https://t.co/lbkUoiPcbP

'A shortage of German debt complicates the ECB’s stimulus plans. The central bank’s own rules currently limit it to… https://t.co/8PwkafJDNO

“By the mid-2030s there is a very plausible scenario where German government debt has almost entirely disappeared”… https://t.co/jsONqFD35G

@adam_tooze @bankofengland However, important to note senior CLO tranches paydown in 3-5 years since defaults of le… https://t.co/vP2J8ZRYOO

Housing additions in NYC were running at heighest rate since 1966. But they are a long way from the peak levels of… https://t.co/qZKfLczMra

@KS1729 thanks for clarification. But he vast majority of that “Japanese” slice in the @bankofengland graphic is on… https://t.co/NFy4Q4Wggd

@DanielaGabor @adam_tooze and this gets sent to HQ (data is constructed from bank-level up but only have the countr… https://t.co/ZdKvYRky3E

@DanielaGabor @adam_tooze They are a strange creature indeed. In the US they have a significant amount of repos (a… https://t.co/Mu4HrifYBz

@tom_nuttall Thanks. Terrifying for the SPD!

@Oneoneder @Maxairniketout balance has shifted between early phase of Chinese growth c. 2000-2008 where export shar… https://t.co/YrJ2BTlMGk

@NW6Penguin But ANY market with this kind of structure is vulnerable. @DanielaGabor

@jasonintrator Thanks, much appreciated.

@adam_tooze I guess the answer is not that surprising – lobby power. So typical of post-Lehman regulations, rules t… https://t.co/jNzU17EiF2

@NW6Penguin @DanielaGabor for an example of the euphemism about risks in the leveraged loan market take this report… https://t.co/JHesVYu8qW

also, @adam_tooze it seems Norinchukin is not like other Japanese banks, at least in its USD repo financing, says… https://t.co/MehiERIzH5

Humans generated 2.01 billion tons of solid waste in 2016 but in very different proportions.… https://t.co/31RSPlviiU

@NW6Penguin What frustrates me is that the entire world of financial regulation/policy has been talking about lever… https://t.co/3rKdCs9q4n

Every single financial authority in world has been stressing about the corporate loan market, CLOs etc Turns out a… https://t.co/NcNEQgbVQm

Norinchukin, trad bank of Japan’s peasant collectives with $600 bn in deposits, had by Feb 2019 amassed $62bn of $7… https://t.co/9bT9OIfN4q

"The longer the trade war between the U.S. and China persists, the more permanent the shift in trade flows of agric… https://t.co/DrRRZof6n4

more attention should be paid to lack of supply of euro area reserve assets — it makes the euro less attractive as… https://t.co/0xOWCSvV4B

"On European debates about the euro, technology, defence and foreign policy, Germany does not so much block or impo… https://t.co/1wdzyORnD5

@GeneralTheorist @Kentikelenis @adam_tooze @zeithistoriker @LenSeabrooke Here's the quote in which a top IMF offici… https://t.co/98L6aBc2ZI

Since 2009 growth in Chinese corporate debt has consistently oustripped overall economic growth. @jsblokland via… https://t.co/TZMEHvf8RJ

WHO declares lethal ebola outbreak in Congo an “emergency in the region” but not yet a global threat.… https://t.co/wJUajenI5i

@Kentikelenis and the exchange btw @Kentikelenis and @GeneralTheorist kicked all off. Cheers.