ADAM TOOZE

Pushing back on calls for coordination on fx/i.r./ monetary policy (including my own) @Brad_Setser is BRILLIANT as ever. Fantastic thread this. twitter.com/Brad_Setser/st…

How to lose money on $200k Mercedes G-Wagons in the COVID boom bust cycle of 2020-2022. Quite fascinating this. youtube.com/watch?v=1X2_e7… https://t.co/vrvVOc2V6e

RT @Brad_Setser: I worry a bit that the fall in headline reserves (predictable, given the size of reserve holdings and portfolio compositio…

"Since the UK seems to be giving its body to economic science at the moment by contemplating all sorts of things that no one else (perhaps for good reason) would touch …" @alanbeattie scorching as ever! ft.com/content/066554…

RT @UNGeneva: And it's a wrap! 5 years 250 terabytes of data 250,000 pieces of metadata 14,200,000 pages digitized LONTAD, or "Total Dig…

@dismaleconomist I wondered about this. How does unctad arrive at its figures?

india sold c. $40bn in reserve to stabilize rupee this year. @UNCTAD claims $380bn spent in total by EMDE. ft.com/content/1f1396… On the broader picture check out Chartbook Newsletter #158 adamtooze.substack.com/p/chartbook-15… https://t.co/62pXuJZyPk

The credit impulse data for G5 from @MacroAlf are striking. twitter.com/MacroAlf/statu… Pair well with worries about global monetary crunch discussed in Chartbook Newsletter #158 adamtooze.substack.com/p/chartbook-15… https://t.co/W8tIPbkDll

This live conversation about inflation should be interesting! Sign up and come along. twitter.com/micahuetricht/…

Dramatic price swings in the US Treasury market suggest dangerous spiral of lower liquidity -> greater volatility -> lower liquidity ft.com/content/3627d8… Theme of Chartbook #157 on the Sep '22 bond market massacre adamtooze.substack.com/p/chartbook-15… https://t.co/J7cXUK7zvX

@sdonnan Thank you @sdonnan MUCH appreciated and that question is one which would require a really really complicated answer!

RT @TheStalwart: Man this is really something from @JavierBlas Basically the global liquefied natural gas market is barely a decade old. B…

RT @JavierBlas: Bangladesh has just suffered its worst blackout in 8 years, plunging half of the country (nearly 100 million people) into t…

“Risks to global financial stability are an increasingly known unknown for the outlook,” Kasman said. ft.com/content/3627d8… So why dont we make a bigger effort to make them better known, asks Chartbook #157 adamtooze.substack.com/p/chartbook-15… https://t.co/RLjnZNZ7wr

“This is not the Saudi of old and US has been slow or unwilling to acknowledge that in energy matters. If they want a higher oil price, they’re going to pursue that, even if it results in a tit-for-tat response from the US.” @raadie66 @EurasiaGroup ft.com/content/476d81… https://t.co/uZMrU8ZRNm

Wall Street is sounding alarm about possible “market accident”, as successive bouts of tumult in US stocks & bonds and surging $ cause rising levels of stress in financial system. ft.com/content/3627d8… Pairs well with Chartbook #157 on bond mrkt massacre adamtooze.substack.com/p/chartbook-15… https://t.co/Ciz4IKNQqn

LIke this @FT @StatistaCharts listing of Africa's fastest growing companies, but it seems a bit meaningless unless we know which are Africa's largest companies to start with! @davidpilling Can this be inferred from the table? Are all big firms there? ft.com/africas-fastes… https://t.co/kdWepj2YSi

Last month banks were forced to hold $6.5bn of debt to fund Citrix buyout on balance sheets after they failed to find willing buyers for entirety of debt financing. ft.com/content/3627d8… Will something big break? Question haunts Chartbook Newsletter #157 adamtooze.substack.com/p/chartbook-15… https://t.co/KMDNpRwjM8

“The transition of Bridgewater from Ray is done!” Ray Dalio, the billionaire founder of hedge fund Bridgewater Associates, has given up control of the firm, ft.com/content/a76f76… https://t.co/2x3baCNBMX

RT @DanielaGabor: A reminder that the Financial Stability Board dropped its work on regulating asset managers as globally systemic shadow b…

Will something break in US financial markets. Important this by @EricGPlatt @kateduguid ft.com/content/3627d8… https://t.co/R0Ai7fSWel

“The velocity of things breaking around world is obviously a ‘neon swan’ telling us that we are now in the market accident stage,” said McElligott, a strategist at Nomura. ft.com/content/3627d8… Pairs well with Chartbook #157&158 on bond market stress! adamtooze.substack.com https://t.co/OFMSIzGcuN

Berlin's "policy move upset a delicate political balance in Europe ahead of a difficult winter, even if German leaders protest that the backlash is unjustified" @FT editorial nails it. It's the politics … and you know how that sentence ends! ft.com/content/d1569e… https://t.co/9LdnUsImIR

RT @ryangawn: “…if there is one thing we do know about the global financial architecture, it is not set up to deal with large-scale soverei…

RT @BBCNewsnight: 🎙 Your perspective on where the PM's authority is? – #Newsnight's Political Editor @nicholaswatt 🎥 "If Putin explodes a…

RT @Rodpac: El @nytimes publica a @adam_tooze quien insiste en que hace falta coordinación internacional en política monetaria para evitar…

RT @70sBachchan: Brazil sees itself as USA's southern hemisphere twin. Same land grab rhetoric "a land without men for men without land". S…

There you are, politely remonstrating with G7 policy-makers in @nytimes bout spillover & safety-nets nytimes.com/2022/10/04/opi… & then a gunslinging @leee_harris kicks the door down, shoots out the lights & demands to know wth they are going to do about it! prospect.org/world/us-decli… https://t.co/WwB6U4Tpvy

RT @DanielaGabor: Desrisking Woods coming our way.

RT @policytensor: Actually, the Europeans will have about 8 min; those of us on the right side of the pond with have 30.

RT @70sBachchan: National Security Council for AI (chaired by Google's Schmidt) issues 750-pg report proposing “US & its allies should util…

RT @heimbergecon: Many seem obsessed with the dangers of a “wage price spiral“, independent of what actually happens out there. Little to n…

RT @leee_harris: NEW: Interest rate hikes are transmitting American inflation to the rest of the world. Through IMF, the U.S. could blunt t…

@kat_marianna Cheers!

RT @dean_frey: Remembering Harry Shunk on his birthday 🎂 📷 Self-portrait, c. 1960 Shunk's photos & those of his artistic collaborator János…

We are engaged in a historic monetary/fiscal tightening. What could possibly go wrong? 1. i.r. wrong tool for a supply shock 2. Beggar they neighbor devaluation 3. Failure to reckon with global slack 4. Things break & we have nothing to catch the pieces! nytimes.com/2022/10/04/opi… https://t.co/4PbUQyrtqQ