ADAM TOOZE

The household deleveraging in the Eurozone in the countries hit worst by the crisis of 2008 and after has been cons… https://t.co/eBCw7JT0dO

“Chinese investors tend to be momentum driven, while foreign investors tend to be contrarian.”… https://t.co/fSITWdADgH

No real wages in US really aren’t rising: Devastating rebuttal by @econjared to efforts by Trump’s CEA to massage r… https://t.co/y0295NOa3b

“For past 20 years, however, we have had a series of wealth bubbles – first the Dot-Com bubble, then the Housing Bu… https://t.co/qZWilheMvZ

Q1: 2018 US corporations “onshored” $300bn of expat profits. As Fed comments: "repatriation reflects the transfer o… https://t.co/u5t0Ifufb1

@gwabi thank you

The surge in emerging market non financial corporation debt is driven almost entirely by China.… https://t.co/dfgyi22u0K

"The Manchuria region of 120 million residents remains plagued by deep-rooted economic ills, including the continue… https://t.co/rjVf8qGy3U

@pearkes @SoberLook What did I do?

Having invested in a blow dry before I get on the @ftmoney stage, it had better not rain! Come and meet @MerrynSW… https://t.co/sCFyOcgIXM

In past EM dependence on $funding has come with the sweetener of steady US import demand. The current US policy mix… https://t.co/I0XYt7hXTJ

"the world is “short” roughly $11.5trn, compared to $3.5trn worth of euros and $0.39trn of Japanese yen”… https://t.co/KlRqlHhB7h

Employment trends in US since 2008 diverged starkly by educational level: 13m increase in employment of BA grads v.… https://t.co/T0EW6TJpx6

Welfare states DO make a difference but most of the difference in post-tax gini btw Norway and US is explained by l… https://t.co/ftLo9pNJkH

Employment trends in service sector and goods producing industries in US have dramatically diverged. @DeutscheBank… https://t.co/HpAZMeJoeD

Since the early 2000s UK growth has been extensive i.e. driven not by productivity increase but by adding workers,… https://t.co/HRTu4zPiaW

'While Argentina and Turkey are big standalone stories, I am not sure we can claim that EM is heading for a systemi… https://t.co/1C8qFS2PHD

In 2009 BlackRock’s acquisition of iShares was indicative of shifting balance of power on Wall Street to the buy s… https://t.co/xR8JUzu4pB

@groys @nytimes this is Geithner’s mantra. He at times even seems to suggest that whether something is truly unpopu… https://t.co/wjR3Hh6Oeh

However it started out, NAFTA hardly looks like an elite conspiracy now. A majority of US citizens support it. Mexi… https://t.co/iQKCIsrvuI

US has been running a modest trade surplus with Canada on a huge volume of trade. But can anyone tell me what happe… https://t.co/GkiUXXR41X

The restriction to hold profits overseas was meaningless to corporate treasurers as long as they could borrow again… https://t.co/6bnvzjvBa9

Tariffs have little relationship to current account balance, but what does is the savings-investment gap. In fact C… https://t.co/tf8JYZ8jWz

Big chunks of US consumer population are worrying about tariffs … so are the vast majority of producers. @SoberLook… https://t.co/OJD6A8lEvE

If for sake of argument we treat the EU and US as analogous economic units -> degree of trade openness of UK, Franc… https://t.co/NZFwrQkfQB

Useful chart reminder of the three global regimes of debt: high public debt – Japan (Italy); high household debt -… https://t.co/CjFapopYiB

@BelaAnda1 @berndulrich Neh nicht in Der plumpen form!