August 24, 2019
Wo bist du? wenig lebt' ich; doch atmet kalt Mein Abend schon. (Hölderlin) https://t.co/e6IgWdUsbr
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Acts of Union: The creation of the United Kingdom. This is excellent on the history and politics of Anglo-Scottish-… https://t.co/mDwFrCfPR9
“while the world economy is being reordered, the US dollar remains as important as when Bretton Woods collapsed” in… https://t.co/xpf2F2XoGU
Excellent on Bond as countercultural cosmpolitan @JananGanesh any excuse! https://t.co/4BwE1Hfqei https://t.co/ZvmZJqCJgU
August 22, 2019
Singapore or Canada? Judgements on Scotland’s economic performance depend on whether it is compared to large advanc… https://t.co/W0PccuB7fC
If after Brexit Scotland were to vote for independence the economics of disentangling from the rump of the UK would… https://t.co/6g2CgUDCcL
The number of fires in the Amazon has spiked to record levels. One for @SoberLook https://t.co/wkLsEMyHOM https://t.co/mv8xiTLA3s
August 21, 2019
Fantastic thread by @BJMbraun on the significance of the paper by “Blackrock’s central bankers”. https://t.co/tnZizZP6s3
Apropos …. I found myself looking up Greenland’s population and stumbled on this rather interesting projection.… https://t.co/AE23oBi3P3
Tomorrow is China and Japan. I was very keen not to just do Europe. https://t.co/UmiGIgfoPs
BoJ is in a bind: it can allow the flow into bonds to drive yields even lower -> putting pressure on Japan’s alread… https://t.co/Bb68NF8NE7
First they came for the regs on small banks ... now Trump’s admin announces the gutting of the Volcker rule on prop… https://t.co/a35B0fdUGA
The @ZEW surveys show sentiment toward Germany’s current economy is worse than at any time since the tail end of th… https://t.co/pW802h0Sux
Not only is Germany’s entire yield curve in negative territory but it also inverted last week! @johnauthers… https://t.co/JBvBJzmLuA
On Wednesday we will witness investors competing for 2bn euros worth of 30yr Bunds with ZERO coupon and they will p… https://t.co/45e1z7nx9b
August 20, 2019
Trump and his GOP pals like to claim that #ClimateChange mitigation will hurt the US economy. But new research fro… https://t.co/GlsaQQIFiz
@AltSpinelli @MaxJerneck @MattHammington Yes 1970s where it changed. Can't underestimate the panic in industrial na… https://t.co/gCy6R3RHsW
Shock of the old: coal, the quintessential 19th century fuel, just keeps comign back. This graph would be even bett… https://t.co/VGUUN20ENt
The fact that HSBC, Hong Kong’s biggest bank, was not on list of 18 lenders that will participate in pricing for a… https://t.co/N2dfulCvCY
IF carbon capture is the fix for “clean coal” and not merely PR, it would be nice if the industry would make some s… https://t.co/wbiZ8JgVXh
In announcing its new policy rate the PBoC goal is not to provide broad brush monetary stimulus, but to ensure a mo… https://t.co/5x3urWTxgM
Despite its high cost most optimistic scenarios in which we meet the targets of the Paris climate agreement require… https://t.co/Ho7nwyF8Zb
Germany today. https://t.co/UmiGIgfoPs
Cattle ranchers in southern Amazonia organised a 'Day of Fire' on 10/08/19 https://t.co/Kk9WA45qCN to show Brazilia… https://t.co/F4rVgMC7Yl
August 19, 2019
This week on Radio 4, my economics of WW2 doc. 1.45pm Monday to Friday and then online afterwards. https://t.co/UGaBEaRwvg
Since 2008 Chinese credit expansion has had less and less impact on industrial production. @yardeni via @SoberLook https://t.co/jrn7QuH89z
On the politics of bank reseach: "If you made a list of all bank [research] in order of who is pro-China, I would p… https://t.co/pgLYRkbbbw
Investment in real estate sector is driving overall capital accumulation in China. @Gavekal via @SoberLook https://t.co/OqraWsMzNK
For a while Ive thought that HSBC has got to be one of the critical points in the mounting Sino-Western tension and… https://t.co/YBNheaIssH
NOT a number you see every day: @SoberLook tracking Romanian industrial production. https://t.co/7DskT08k7P
"HSBC could be included on China's forthcoming “unreliable entity” list = a tit-for-tat measure for US restrictions… https://t.co/d9xXXkdZqx
The Eurozone industrial downturn is now rivaling the severity of that experienced at the height of 2013 recession.… https://t.co/HWBhS6JkO4
HSBC straddles the "faultline between the east and west and, for the past couple of decades, that has been a win-wi… https://t.co/rFSyuZe69C
Protecting Singapore against sealevel rise is likely to cost $1 bn per annum for a century. An option for Singapore… https://t.co/uiuJKpnjOs
August 18, 2019
The seriousness of the current slowdown in the eurozone is put in perspective by this excellent 15-year overview fr… https://t.co/QySITUzRVn