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What if we orientate our analysis of business cycle around what is presumaby the basic driver of business activity… https://t.co/N7rVowFv8f


The labour market in the…

The labour market in the Midwest is taking a real hit. Job openings down 13.5 yoy. Data from @SoberLook https://t.co/PA579BZxAz


Cranes collapse while you are building a Hard Rock Hotel, killing 3 and leaving 20 injured plus you have two broken… https://t.co/CnRnZY4vga


When a recession isn’t a recession. Bundesbank on Germany’s 2Q of neg growth. “A recession in the sense of a clear,… https://t.co/vUemhnKulZ


ECB hawks should remember 2008 & remember 2011.
We dont say this enough! https://t.co/9zzcTEnbdM


1) If I was a hedgie one of my main calls would be to buy any significant widening of a spread between peripherals… https://t.co/T0NspGjMD1


What really struck me at these IMF-WB meetings is that the Fed wasn't in focus, even though we're in the middle of… https://t.co/JZ2jlUjyLc


I got to fit in stuff like this map of what ~150 years of colonization looks like. (Native American land loss from… https://t.co/OX6wCx6OOX


Draghi is home alone in the euro zone. Great riff from @GustavAHorn https://t.co/g3Jgv2KPVP


Draghi gescheitert? Ich meine mitnichten und würde eher eher titeln: Mario allein zu Haus. Weil von der Fiskalpolit… https://t.co/1WLfzX4MLo


Goodbye to LIBOR? The shift to new risk-free reference rates involves HUGE quantities of money! $267 trn remained t… https://t.co/IJsfDvlEg3


A huge M&A wave is being driven in the US right now by low interest rates, tax changes and accounting techniques (i… https://t.co/7ARnhKCeSo


How to spot a weak Chinese bank? Baoshang, Jinzhou, Hengfeng were heavily reliant on wholesale funding and were hea… https://t.co/3kk5D7PRLk


Global issuance of corporate bonds and syndicated loans entirely dwarfs equities. In an environment with these kind… https://t.co/6GbIjHcfBS


Where the risks might be in the Chinese banking system:
Look at all those “smaller” undercapitalized, unprofitable… https://t.co/HnZODVStlT

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