ADAM TOOZE

Putting German “rearmament” in perspective. The richest country in Europe thinks it can have ONE armored brigade re… https://t.co/uD3XDeaAx2

Estimates for global demand for lithium and cobalt are dominated by the need for EV batteries.… https://t.co/VWJMBqmu1u

Excitement in the Bundeswehr! Panzerlehrbrigade 9 designated as THE unit that will actually be brought up to full r… https://t.co/9PxT0oUqGl

Global future hinges to a large extent on cleaning Asia’s coal consumption or replacing it with gas/renewables.… https://t.co/pMZyrPigis

Is the CSU coup off? Mutti is watching! Seehofer talking down the difficulties over his refugee master plan as a “t… https://t.co/OgOJFJ4gUB

The Haldane effect: Haldane’s hawkish vote shifts the pound by a full cent and 5 basis points in yield.… https://t.co/qq1rIWH5P9

Good morning from #Germany where trade war worries and Merkel crisis have wiped out $300bn of German market cap, eq… https://t.co/JhbEgOUK9t

@wirereporter @JeremyCliffe Are they using real migrants in this “realistic” demonstration?

Austrian police have even erected a stage (left) for media and officials to watch from as they demonstrate how they… https://t.co/Syvt1sZGUX

@DuncanWeldon I love the @M_C_Klein piece too. But I agree! As the Piketty et al data show you have to reckon with… https://t.co/46yNoRAJni

Since every historian on earth is currently refuting that guy on TV who said the movement against the Vietnam War w… https://t.co/T6dVfiHv1H

There's an update to the Jordà-Schularick-Taylor #Macrohistory #Database: https://t.co/WpjB8HrSRs. Now covering 187… https://t.co/O1tvtd2WxI

Alternate fiscal reality: the ENTIRE German public sector is running a surplus: Bund, Länder and Communes. BW cut i… https://t.co/AwjGz3hep0

The footprint of Airbus in the UK economy is considerable: 7.8bn pounds and 117k jobs. Fascinating report by… https://t.co/dgTFiOzo0F

@MichaelDHollins Yes. Bayoumi came out too late for me to cite in crashed but I agree strongly with his analysis.

Visa and Mastercard btw them currently handle 5500 transactions per second globally. No other means of payment are… https://t.co/hI7W0i0Xe9

Annual remittance flow in global economy is in excess of $540bn meaning that there is a real need for a low cost &… https://t.co/MpdqGRZ4Ez

How “macroprudential” policy became a “thing”: Originating in the 1970s the use of the term exploded after 2008.… https://t.co/zc89rGUgjf

Since the GFC the CDS market was first compressed, then standardized and throughout it has continued to shrink. In… https://t.co/F5UkLocq96

Back to boring banking? The shift in the G-SIBs business model since has affected both sides of the balance sheet s… https://t.co/garVOEK1LA

Double Whammy: In 2017 Germany exported c. 4.4 m cars. Of those 770k went to the UK and 490k to the US in 2017. Wit… https://t.co/NcsH8Fx3eU

Supply chains in trade wars: GE imports parts from China to make MRI machines in the US. Cummins makes turbos for i… https://t.co/q21LpM9swQ

Closing the gap: btw 2011&2015 major global banks closed a 875bn euro capital shortfall, through capital raising, r… https://t.co/ZIgpnVCop9

Blindly 👏 imitating 👏 populists 👏 only 👏 strengthens 👏 populists 👏 https://t.co/5TiLw6x3DU

Btw 2007-2011 US and European banks ran up $2trn in losses: 1/3 European, 2/3 American and yet it is the American b… https://t.co/Tq5kRVc6xX

“a vicious circle of declining revenues, sticky expenses, lowered rating, and rising funding costs.” – why Deutsche… https://t.co/4hNQp9Lxmg

The leverage in the European banking sector pre 2008 crisis still needs to be seen to be believed.… https://t.co/UQ2DtxTAlN

The EM market sell off may have room to run. Portfolio allocations by global debt funds have not been significantly… https://t.co/wOuVhn8ClU

@TomHale_ the effect is there. one could easily quantify it through the share of imports in consumption. it turns o… https://t.co/4XjoKWWEn5

"The trade conflict between the U.S. and China is therefore a consequence of China’s internal class conflict.” Grea… https://t.co/K6RZByp69x

66% of CSU voters in Bavaria DO NOT think refugees are the key issue v. 73% of AFD voters who DO —> Soeder and Seeh… https://t.co/09t54RxBIm

US commercial property identified by @BIS_org as a possible point of vulnerability in current cycle.… https://t.co/VVkNcUDDR0

Read my lips: #Söder fährt mit seinem Anti-Merkel-Wahlkampf gegen die Wand, macht dann ohne mit der Wimper zu zucke… https://t.co/c6V08mBr2D