ADAM TOOZE

Fixing the infrastructure: It won’t be until 2020 that pipeline capacity will lift constraint on Permian basin shal… https://t.co/0QQzwCONQO

Household size plunged in US btw 1970 and 90 once you adjustor that median income grows more rapidly. What caused t… https://t.co/MYRjjlWwub

@adam_tooze startling conclusion may be that ECB collateral framework is mechanism for preferential 'industrial' po… https://t.co/yG7AkMCoAn

Productivity and real wage growth move together. UK Labour suggests @bankofengland should target productivity. Perh… https://t.co/LfCgDlP6iF

How does a $10pb rise in the oil price shift current accounts across the globe? Kuwait on one end, Ukraine, Lebanon… https://t.co/EPX2jyDtaq

Measured by ease of collateral rules and haircuts, relative to private sources ECB liquidity support to the French… https://t.co/qk68zGCpHo

US tariffs on China do not equal tariffs on Chinese corporates: 60%+ of imports of machinery, computers, electronic… https://t.co/zHBieM1KZm

1. The Taiwan manufacturing sector tracks mainland China 1-1 2. The Chinese mfg sector is really slowing down! = bi… https://t.co/xsGKWt4VFZ

If I am reading this correctly I think it is saying that manufacturing & tech account for 70% of nonfinancial opera… https://t.co/KMtQQ6Om78

The lack of wage pressure in middle of wage distribution is clear indication that talk of “full employment” in US i… https://t.co/0PdyGmxwoH

In an EM crunch Asia is not a "homogenous set”: Thailand, Vietnam have stronger external accounts, lower reliance o… https://t.co/jVGBq7r1XY

Haiti’s 2010 earthquake with 300k+ victims was the second worst earthquake in recorded human history. I knew it was… https://t.co/v6Iz7DsKCh

Are we witnessing the end of the bond bull market that has been running since the 1980s? The global fixed income un… https://t.co/R24RMuagW2

There are many countries that would happily take Japan’s "lost decade” in the 1990s over their experience of the la… https://t.co/zXJ3EVeit3

@GeraldFSeib No, thank you. You nailed it as it was happening!

Cut flower logistics are the ultimate test of just in time supply chains! https://t.co/INqVt4WbJY

Turkey’s current account is adjusting with remarkable speed to the huge devaluation: imports down and exports up =… https://t.co/mm7inTVBxn

Struggling for breath: Pneumonia is the leading cause of death worldwide in kids below age of 5. 920,000 kids died… https://t.co/QsFSTpUGRN

Turkey inflation: Imported vehicles and household goods are roaring ahead at over 33%, food at 27% This is going to… https://t.co/fdw47Kvf4p

The podcast by @alexdoherty7 it outstanding! Highly recommended. https://t.co/6quzZOygE6

ECJ’s advocate general, Melchior Wathelet rules that ECB’s QE programme does not infringe a ban on directly financi… https://t.co/Z1EGCvPrHv

After weeks of answering questions about 2008, “populism” and Trump, by way of @RajaKorman https://t.co/RTmiMFbcGh… https://t.co/m6tPrKUif0

Danske bank in Estonia is under the spotlight for money laundering c. $235bn. But altogether Estonian banks handled… https://t.co/ULc1nenStv

The linkage of Italian sovereign bond yields and bank stocks is a terrifying reminder of the eurozone doom loops! https://t.co/uMpuYab7zL

“The sales of flowers are … a coincident index … If you match up flower sales to GDP, it’s almost a perfect correla… https://t.co/CZuwsKnU1i

@Tom_Antonov @ColumbiaEurope Point taken!

terrorism from left and right = geometrischer Symmetriezwang – geometric compulsion to (political) symmetry. Great… https://t.co/6zkjwYiWTq

“Everyone is waiting for something to go wrong,” – @FT reads the turnover of global bank leadership at Goldman, BBV… https://t.co/6jcDKI6LQ8

@GerardAraud Glad to hear it. I fear we historians are more modish.

Sound advice for Europe but the approach is too passive, lacks ambition — Europe has major stakes in current globa… https://t.co/baTR5Pqyjp

Fond memory of a great discussion of Crashed with @DuncanWeldon in London. Thank you to @resfoundation and… https://t.co/I459byiWfF

In truth the entire conference is organized around Grey Anderson’s brilliant new book on 1958. https://t.co/aGpWPImApc

Hundreds of billions in oil assets depend on long-term price assumptions: oil majors assume $125-145 by 2050 v. dec… https://t.co/kLP59F19WP

1958 the anniversary that France forgets: the overthrow of the 4th Republic, uprising in Algiers, establishment of… https://t.co/wEbj6gKNpF