The yield difference btw US…

The yield difference btw US…


The yield difference btw US Treasuries and Bunds is at record highs. But once you pay to hedge your currency risk t… https://t.co/IDupLkZlI7

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Top 10 of S&P500 are…


Top 10 of S&P500 are dominated by tech and amongst American corporations tech is by far most seriously exposed to C… https://t.co/vohyQr2MOn

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One of the mysteries of…


One of the mysteries of the U.S. BoP is what has replaced foreign purchases of US bonds (Treasuries, corp bonds) as… https://t.co/2kEDSI5Wfh

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Not only is US household…


Not only is US household wealth at highs relative to GDP, it is also heavily weighted towards equities.… https://t.co/QX7Okup4mH

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US is in a difficult…


US is in a difficult spot US-Chn trade war: "Some of Europe’s top companies make huge share of profits in China —at… https://t.co/wkrds4Rndn

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The ECB’s QE was launched…


The ECB’s QE was launched to fight risk of deflation in 2015. We are no longer at risk of outright deflation, but t… https://t.co/7qDJg5Ungp

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In Europe’s periphery investment is…


In Europe’s periphery investment is still far from having made good the damage done by acute phase of crisis 2008-2… https://t.co/OtUWAWwjtz

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Compare these cautious estimates of…


Compare these cautious estimates of internal RoR for European infrastructure investment with the coupon on a well-c… https://t.co/jDN3G1Ob7V

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EZ crisis opened a large…


EZ crisis opened a large gap btw US and EU in investment in machinery and equipment and there is no sign of closing… https://t.co/udXSK9EuTJ

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“a dreadful set of numbers…


“a dreadful set of numbers for the eurozone’s second-largest economy” France’s PMI plunges apparently in direct ref… https://t.co/dEIvkltVce

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Perhaps an analogy will help:…


Perhaps an analogy will help: "it was as if a daughter of Steve Jobs, who was following him up the corporate ladder… https://t.co/L5z3f98Aya

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RT @Schuldensuehner: Two drunks propping…


Two drunks propping each other up. This picture describes a possible merger between Deutsche Bank and Commerzbank a… https://t.co/X3OlinMJdK

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China’s yoy retail sales growth…


China’s yoy retail sales growth of 8.1% in Nov is the slowest pace since 2003. If stimulus isn’t working will Beiji… https://t.co/vaEiTDcDEZ

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US corporate debt is stable…


US corporate debt is stable as a share of operating surplus but rising as a share of GDP -> stability conditional o… https://t.co/VlQ9Zx98jn

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Back in early 2000s 40%…


Back in early 2000s 40% of GOP voters were still willing to see role for Fed gov in health care, then Obama got ele… https://t.co/ju0G98jmBN

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Turkey’s current account turnaround is…


Turkey’s current account turnaround is remarkable and should not be mistaken for an export miracle. Driven above al… https://t.co/AeyRv4Ktny

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When we say that low…


When we say that low cost competitors like Vietnam are taking Chinese market share in low-tech exports, we need to… https://t.co/GZEZQfHTOr

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Despite PBoC easing efforts a…


Despite PBoC easing efforts a liquidity squeeze in China is on and that suggests bad news for GDP growth ahead.… https://t.co/bK8IhRydn4

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Are Italy’s econ problems basically…


Are Italy’s econ problems basically structural? Clearly some of them are. But this comparative chart of industrial… https://t.co/VLm626KIgn

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German Finance Ministry involved in…


German Finance Ministry involved in talks with Deutsche Bank to facilitate merger with Commerz. @OlafScholz has rep… https://t.co/qMf4gu7Vt5

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Household new worth in US…


Household new worth in US relative to GDP has surged since 1970s. Hard not to see this as reflection of post BW fia… https://t.co/vv7cImvBan

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Want a measure of the…


Want a measure of the inadequate state of US infrastructure: freight shipping costs are a pretty good index of an e… https://t.co/HskvvXwopP

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France donates 3 amphibious vehicles…


France donates 3 amphibious vehicles + 1 400 AK-47 to Central African Republic: equipment was confiscated on a dhow… https://t.co/XtOudpxumj

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Koselleck’s sketch of the British…


Koselleck’s sketch of the British Marxist historian Eric Hobsbawm, who taught Koselleck at a reeducation center at… https://t.co/1rogUxG3rD

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RT @zeithistoriker: Disaster Fiscalism https://t.co/NpXwo6Fxpq


Disaster Fiscalism https://t.co/NpXwo6Fxpq

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“an unusual event outside of…


“an unusual event outside of the member state’s control” - Gilet Jaunes as natural disaster? Is that the clause und… https://t.co/RrElClYtuN

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Despite slow growth “Rural India…


Despite slow growth "Rural India is changing, in part because of availability of affordable smartphones, which fuel… https://t.co/Du2bVQ0ZYu

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“does it make sense to…


"does it make sense to upset a level European playing field in order to balance a global one?” Siemens-Alstom merge… https://t.co/DIg8ZWEkCd

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How yield chasing by Japanese…


How yield chasing by Japanese investors playing difference btw BoJ & Fed rates created a “synthetic” US Treasury an… https://t.co/CoM65FDYBM

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Highly recommend this thread by…


Highly recommend this thread by the excellent @thomasforth on UK and French regional economies triggered by… https://t.co/Z9VGDImKfC

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RT @ShobhaRaghuram: On my reading…


On my reading list as 2018 comes to a close- To Shape a New World — Tommie Shelby, Brandon M. Terry | Harvard Unive… https://t.co/1GRp8AErFZ

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Roubaix: interesting long read by…


Roubaix: interesting long read by @HarrietAgnew on efforts to regenerate a struggling French textile mill town … al… https://t.co/pu1wc9FFq1

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How US and Chinese cloud…


How US and Chinese cloud providers are competing on the European internet infrastructure battleground. What the art… https://t.co/Iu3v9J22r6

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