ADAM TOOZE

Will former Presidents Jiang Zemin and Hu Jintao and their cliques use this summer's Beidaihe conclave to rein in X… https://t.co/NBnBVVaW5A

Great mini-slide show/thread on Turkey by the invaluable @M_PaulMcNamara Recommended! https://t.co/w4spv5GK4z

“If [Turkish borrowers] are unable to roll over their loans . . . I’m not sure I can put a number on how bad this c… https://t.co/5jiRcE5m7x

Despite climate change politics, cheap coal remains the driver of growth across Asia with Indonesia in the lead.… https://t.co/6caJ9OxP4n

“For some days, global markets have noted the Turkish lira’s plunge with more curiosity than concern, seemingly vie… https://t.co/VPRPYIalT8

Considered opinion: “any history of the industrial revolution which doesn’t give due prominence to “the second Hund… https://t.co/VybnlLYUop

Good from @DuncanWeldon should be taken as english understatement. Alder’s book on intersection of 18th century mil… https://t.co/uh8ggjnfmS

The great divergence between steel & copper: Both highly levered to construction activities in China & move normall… https://t.co/i0MmSN8F81

I think I've tweeted this before, but I've always loved this chart. As someone else said "You can just stare at thi… https://t.co/sEJvyNGXiS

Turkey: Why the banks need to keep rolling over syndicated loans – and why the FT story about ECB concern is such a… https://t.co/wZkjdcP0eF

@APHClarkson @AlexNicest @Nigelgd1 @IikkaKorhonen @zakavkaza This is a move one has to pull all the time … non?

@EconAndrew @edenmedina @JMateosGarcia @stianwestlake Nor are Kehrl’s data altars the first. Corporate America had… https://t.co/BNSauqQLpP

@IikkaKorhonen @APHClarkson @AlexNicest @Nigelgd1 @zakavkaza Of course … this may or may not have been an attempt b… https://t.co/f1DpuXQEUg

@APHClarkson @AlexNicest @Nigelgd1 @IikkaKorhonen @zakavkaza In the book I give fuller background and cite it as an… https://t.co/ZTvAjK01Na

@EconAndrew @edenmedina @JMateosGarcia @stianwestlake Precisely! Kehrl's altars are clearly are precursors to moder… https://t.co/YZx3VqtS89

There hasn’t been a default in 20 years on AAA-rated, senior tranches of CLO made out of high yield corporate bonds… https://t.co/YIJFbBS6yL

Wow. Thank you. https://t.co/inu8LDBLVu

QE -> low yields -> high yield corp bonds become attractive (HY) -> pool and tranche those -> CLO -> AAA-rated high… https://t.co/PgSec62sT9

Did the news from Japan suggesting some upward movement in yields at the long end, slow down the flattening of the… https://t.co/a7BFjiCehC

How structured finance vehicles (CLO) drive demand for high yield bonds which are crucial to financing private equi… https://t.co/6yRSUvASp5

World’s top 50 miners "spent about $1 trillion on projects during the last 20-year commodity cycle that started in… https://t.co/FZrSZaVFru

Petroleum energy independence: the US will get there at current pace by 2021. Then it returns to being a (small) ne… https://t.co/NYEtiHjV0j

Fascinating article about the contested culture and legacies of Wehrmacht militarism in the history of the Bundeswe… https://t.co/5GjcjkFtBl

Doubling down in face of looming tech conflicts with the US, Li Keqiang will head a new Leading Small Group for Chi… https://t.co/ejlGQbujHH

Should barracks of the Bundeswehr be named after Rommel and other heros of Wehrmacht propaganda? A fascinating and… https://t.co/QJ5Fgm7BUK

Caspian gas: fascinating report on pending deal that will unlock Turkmenistan’s gas resources. Plus Rocky on the be… https://t.co/khS0i5bDfb

"A new generation of historians argues that scholars ought to take seriously ideas about democracy generated by the… https://t.co/Z3wPZQTj3y

"But lakes have no global rules. Azerbaijan, the officials said, wanted the Caspian to be entirely carved up on thi… https://t.co/vVs0TDfNGQ

John Plender: One is that the yield curve — the difference between short- and long-term Treasury rates — may prove… https://t.co/GX7PZ4NipP

A review of the important intervention by @AshokaMody from @MESandbu If there is one thing they agree on, it is dem… https://t.co/QetZdrDwRo

Who knew that Tuscany has a superb industrial museum? In Larderello – centre of borax production 19th c and pioneer… https://t.co/AZnE1Yx4Ty

@PaulBlustein @CIGIonline Hi Paul your work was invaluable. Much appreciated.

For now capital outflow from China is a concern rather than a pressing threat. Levels are modest relative to 2015-6… https://t.co/cTCqtJX6Bu