ADAM TOOZE

US house prices are very far from being the frothiest in the OECD. The repeated source of crisis is not housing mar… https://t.co/R3RVF5Rim6

How #Germany's political blocks have done over last 3 years: Left block quite stable since 2017 election. Right blo… https://t.co/UwYtvL1Kho

Finding a way to make computer prices go up – Trump’s $34bn tariff sends PC price inflation in the US into positive… https://t.co/XPDKEAq1Yh

@adam_tooze : «Nous habitons un monde économique sur lequel plane le présage d’une apocalypse différée» https://t.co/Hpw99Kr2IZ via @libe

Turkey looks to be confirming the lesson that “the trope of countries being able to “export out of crisis” is essen… https://t.co/SqTTsngNMQ

The EZ’s grotesquely complex budget rules lack economic rationale and should be revised both French and German offi… https://t.co/HR4oTcAynx

In an EM crisis what you really crave is Pizza. Domino’s Turkey franchise is raising prices along with inflation "w… https://t.co/HWbSWsPyrd

Not BRICS but briCs. China in a class of its own. Exports of the major emerging markets are tightly correlated with… https://t.co/rGkqbUV7fx

Ukraine's economy suffered a severe blow in 2008 and another in 2014 -> despite recent growth and good news stories… https://t.co/xaWNusENhe

How much Silicon is there still in the Valley? 13% of world chip production is still in the US. But production site… https://t.co/Qputq6CZgE

How vulnerable is corporate America to an interest rate hike? It has $2.3 trn in loans and bonds at floating rates… https://t.co/4FeMGMjz2a

2015-16 remains the most revealing episode of recent financial history: we saw new types of risk in China, new regu… https://t.co/wLQnRz7b9d

What do high school drop outs expect the S&P500 to be 1 year from now? The Fed actually asks this question. In a so… https://t.co/0QFmZU5LO3

For all the focus on its surplus with the US, China’s trade deficits with much of the ROW are large and getting lar… https://t.co/lOOFN784Ou

"China Bond Traders Boost Leverage With PBOC Watching Closely” – authoritarian “Keynesianism” in action as PBOC per… https://t.co/LN0a3x9lJX

Two core views on Turkey: (i) GDP likely to fall, given the negative credit impulse from the BoP sudden stop; and (… https://t.co/sKMKy3ApLI

Interesting little tidbit. Story in cross currency swaps in the crisis is primarily that of European banks needin… https://t.co/3i8jpbsXkZ

Total consumer debt outstanding in the US follows an exponential growth curve. When placed in relation to disposabl… https://t.co/2KKCsMjkHt

oh wow. this is fantastic stuff @DuncanWeldon Met a bunch of folks one night in NYC who were involved with SPI in t… https://t.co/VEEpKGgXdd

@jenterysayers @mkirschenbaum Im absolutely intrigued. Cant wait to have time to explore this stuff. Thank you for the inspiration!

@jenterysayers @DuncanWeldon @M_PaulMcNamara @JonathanBoff Hi @TedWittenstein fancy meeting you on this thread 😉

@jenterysayers @DuncanWeldon @M_PaulMcNamara @JonathanBoff Not at all. I feel Ive been looking for precisely this f… https://t.co/u15fDYPKfX

Absolutely mind-blowing stuff by @jenterysayers on games as “paper computers”: @DuncanWeldon @M_PaulMcNamara… https://t.co/UIkkOepf7p

@sam_a_bell @federalreserve @DavidBeckworth Of course, I'm speaking just for me, not my co-authors. But I strongly… https://t.co/jeY2valnFu

How a surprisingly upbeat report on wage growth in the US causes bond markets to sell off and yields to pop upwards… https://t.co/5CVcFIT2GT

@JohnCassidy thank you john! really appreciate it.

@DuncanWeldon I deny it … I deny it. I blame Trump and the woke-ness of the current generation.

Asia’s share of global manufacturing is now back to where it was in the early nineteenth-century before European an… https://t.co/TXoc3ZTh8r

@DuncanWeldon And then they get to senior year high school and announce that they are doing a revisionist take on T… https://t.co/u4M8e7QXfa

@Foudroyant Isn’t that the crucial thing. So long as this hits household balance sheets it produces a bad case of t… https://t.co/gNnRhbDC9q

@Foudroyant Than you! can you spell out for us the likely systemic impact from those open ended mutual funds? This… https://t.co/Fd7VNIbjGq

If things were to get choppy in the US corporate bond market, there would be little support from primary dealer inv… https://t.co/MtmJIyuOrj

How a stabbing can move a market: "Brazilian stocks jumped on Friday after the presidential elections' frontrunner… https://t.co/dLaZUe7VIx

How a surprisingly upbeat report on wage growth in the US causes bond markets to sell off and yields to pop upwards… https://t.co/Kro413vLVG

This confirms @bankofengland analysis which highlighted heavy exposure of UK banks (presumably HSBC) to China. https://t.co/6gTSpCWhkz

"To exaggerate a bit, the world may soon only have one borrower— the United States" & it borrows in its own curren… https://t.co/W9WGG2qoIR