September 23, 2022
RT @RobinBrooksIIF: The falling Euro is what freely floating currencies do when bad shocks hit. The Euro is simply fulfilling its role as a…
RT @RobinBrooksIIF: The falling Euro is what freely floating currencies do when bad shocks hit. The Euro is simply fulfilling its role as a…
RT @DanielaGabor: Submerging market, to quote Count Dooku of US macrofinance.
RT @aanuadeoye: You may have heard this before. Nigeria says it’s planning to relaunch its national carrier, Nigeria Air, before the end of…
RT @folukeifejola: Hilary Mantel about facts, history, and the past. RIP. https://t.co/XqUgZ1paZn
On @OnesandToozePod we discussed fascism this week. To complement the show, I did Chartbook #154 on who will likely the voting fro the Fratelli d'Italia on Sunday. adamtooze.substack.com/p/chartbook-15… twitter.com/JorgeLarangeir…
@loZibbo @lorepregliasco Sorry. Story was running away from it. Put the data out and look forward to being corrected by those that know better.
RT @david_milliken: Hard to capture the scale of the sell-off in UK bond markets since Kwasi Kwarteng's statement. Five-year gilt yields ha…
RT @jborrasarumi: Excelente @adam_tooze sobre la policrisis de Asia Meridional. Deuda y caos político en Pakistán+Sri Lanka, momentos difí…
RT @toby_n: Daily changes in 5yr fixed rate Gilt yields since 1993. Nothing in the LTCM, Global Financial Crisis, 9/11, Covid, QE compares…
What stands out about support base for Meloni's Fratelli is just how broad it is. Unlike PD or Lega, it varies little btw occupations or w income. Ties together political milieus of the right.. Chartbook Newsletter #154 digging into Italian polling data. adamtooze.substack.com/p/chartbook-15… https://t.co/4mpc3Jcu8s
Who is going to vote for Italy's right-wing coalition? Realized last night that nothing I had read in english allowed me to easily answer that question. Put word out. Got some great suggestions mainly in French. Check out Chartbook #154 for essential info adamtooze.substack.com/p/chartbook-15… https://t.co/PFHUF6BfBj
Chartbook #154 Who is going to vote for Italy's right-wing coalition? on Chartbook adamtooze.substack.com/p/chartbook-15…
How I learnt to stop worrying about public debt and inflation this by @MESandbu is flat out excellent. A MUST read! ft.com/content/b4b186… https://t.co/rw2WWEq2LH
This by @jdauchy is really excellent on how we need reform to ensure that IMF programs and debt relief are efficiently tied together. ft.com/content/6890bf… https://t.co/jG4R8zCKxD
RT @lenorepalladino: my new piece in @BostonReview summary: if industrial policy is layered on top of neoliberal corporate governance –>…
Coal was the top contributor to new generation in 2021 as the first round of the energy crisis hit. ft.com/content/26ac68… https://t.co/OQG0RaU5Uj
"Britannia is not “unchained”. It is instead sailing in perilous waters. Can the new captain and first mate even see the rocks that lie ahead?" @martinwolf_ in devastating form in eviscerating the Truss agenda. ft.com/content/a9be9d… https://t.co/dRzL9xyFKy
"With the nation, briefly united by the funeral of QEII, the UK PM Liz Truss can now get on with her programme of dividing the country again by shovelling money at the well-off and deregulating everything that moves." @alanbeattie is a national treasure! ft.com/content/a04878… https://t.co/hW75rFPcrh
Like a good story about a brave Ukrainian and their antitank gizmo? Of course you do. To say this @WSJ piece pairs well with Chartbook #123 on Rayner Banham as the godfather of 21st century gizmo-centric war-reporting is an understatement! adamtooze.substack.com/p/chartbook-12… twitter.com/WSJ/status/157…
Toxic trifecta of soaring food/energy prices, coupled with climate shocks -> Several emerging markets could perhaps be better described as “submerging markets”. Soofian Zuberi ft.com/content/a9825d… pairs "well" with Chartbook #153 on S Asian polycrisis adamtooze.substack.com/p/chartbook-15… https://t.co/P0zFKgLlls
@jsnover I find it remarkable that the question was put at all. "Hey. TBC. In the event that we find ourselves in WW3 you will be lining up on our side… right?"
"Leaders of JPMorgan Chase, Bank of America and Citigroup have committed to complying with any US government demand to pull out of China if Beijing were to attack Taiwan." Rather amazing that this happened isnt it!!!!! ft.com/content/48b23a… https://t.co/s73mlNySWI
Very interesting report this on how a cheap Yen impacts the Japanese economy today. Exemplary blend of macro and business reporting this! By @Urbandirt @KanaInagaki Eri Sugiura ft.com/content/9675cf… https://t.co/rcRqKVGqp4
How I learnt to stop worrying about public debt and inflation this by @MESandbu is flat out excellent. A MUST read! ft.com/content/b4b186… https://t.co/GipNZlIgn9
What it looks like when a big central bank steps into an fx market. BoJ draws a line at 146. ft.com/content/3e0393… https://t.co/VTSX1deGRU
@shannonkoneil @AbduldHassan Hi Shannon can I double down on the request for a digital review copy? Email, the obvious at columbia.edu, or DM me.
RT @extremetemps: Central Asia Heat Wave:Today 22 September temperatures still exceed 30C in parts of Siberia. Exceptional heat in the Casp…
Like a good story about a brave Ukrainian and their antitank gizmo? Of course you do. To say this @WSJ piece pairs well with Chartbook #123 on Rayner Banham as the godfather of 21st century gizmo-centric war-reporting is an understatement! adamtooze.substack.com/p/chartbook-12… twitter.com/WSJ/status/157…
@yarbatman Good question. My answer provisionally is that it remains "poly" rather than "omni" because we can still differentiate particular conjunctures and crisis vectors.
RT @yarbatman: Earlier this week I wrote a thread explaining that West Asia is in crisis. A lot of people responded by pointing out crises…
RT @lines_down: Something I didn't realize until reading @adam_tooze this morning: Bangladesh's GDP per capita is now higher than India's h…
As reverse currency wars deepen Japan is now intervening to support the Yen. ft.com/content/830836… https://t.co/gKhIpR05Cx
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