ADAM TOOZE

Impressionistic but striking: broadband prices in highly concentrated US market look to be about twice those in mor… https://t.co/BFWDEJ9ozL

Comparing concentration and investment US v. EU in top concentrating sectors: IT, Arts&Rec, Wholesale&Retail trade,… https://t.co/qV8lcoLuLD

Concentration ratio for US and EU has to be mapped onto different scales and shows opposite trends: EU down, US up… https://t.co/1htGZ0JPg5

How EU Markets Became More Competitive Than US Markets Gutiérrez & Philippon Less capture of supranational regulato… https://t.co/Eky1DibBDU

Despite the obsessive preoccupation with the startup and entrepreneurship the trend in new firm formation in the US… https://t.co/xdSlwEjLBW

The top of the corporate food chain in the US has been doing better than ever. Data from @jasonfurman Banging the d… https://t.co/egb2AATmA4

If CDU and CSU competed across board in Germany a poll suggests it would be a far more even fight than one might im… https://t.co/P3BuP3H8Qj

Data on increasing concentration in US economy from @jasonfurman testimony to @OECD One can see the trend but I alw… https://t.co/DPGJmvrYs4

@adam_tooze China's chip vs oil imports: $240B vs $170B. Illustrates the transformation of the world economy. 1970s… https://t.co/q0ny7VgX3u

China accounts for 60% of global semiconductor market. It imports more chips than oil, iron & basic plastics. Can i… https://t.co/ay9DFdaGtl

Still one of my favorite things about current situation: Portugal with unprecedented and (at first) controversial l… https://t.co/xQMpkwjsIn

The Chinese Anchor: Anatomy of the EM sell off of 2018 by @RobinBrooksIIF highlighted by @gavyndavies points to sig… https://t.co/fzaY7o6DBA

One of the basic linkages in the 2008-2012 crisis were American MMF holdings of ABCP and European bank commercial p… https://t.co/mNPimQu6yK

There is an extraordinarily close correlation between consumer prices on both sides of the Atlantic, being driven b… https://t.co/Ca1hQ6GizE

US investment banks entirely dominate the dealmaking that is reshaping the corporate landscape worldwide.… https://t.co/2IVEUC5sxn

Will Merkel survive as chancellor? Will the CDU/CSU stay together? My guide to what happens next in German politics: https://t.co/oab1sVJpU4

The high wage industrial revolution debate hits the @FT over weekend: Are there lessons in early modern history for… https://t.co/gRJ5uhZIGO

The scale of the deals that are remaking the corporate landscape of global capitalism is gigantic: on track of $4tr… https://t.co/CUCwSWBNyQ

American farming is facing conditions more adverse than at any time in decades. A trade war with China doesn’t help… https://t.co/cdXZMpnQSb

Tennessee has the same life expectancy as West Bank and Gaza – territories under siege. Mississippi has the same li… https://t.co/adUYNnou7L

Why foreigners are not buying US Treasuries any more: hedging costs. "Holding long-term Treasurys and hedging the c… https://t.co/KuNoAoJLRG

What Trump giveth he taketh away: first a steel and aluminum tariff and then an auto tariff which hits … steel and… https://t.co/b6QGMEEhd8

It is tempting to bypass roadblock of German conservatism by way of automatic EZ level institutions, but, @MESandbu… https://t.co/q8XpszC8kW

Europe has no safe asset. As remarked by an American fixed income strategist: “We don’t find any value in European… https://t.co/M4w1yMQ1jN

Not on the same page/planet: IMF estimate of US growth out to 2023 is half that of Trump White House… https://t.co/YbS10857Ak

"The photo from the G7 summit of world leaders in Canada, showing Merkel in a defiant posture opposite Mr Trump, is… https://t.co/3fTYzrvAvL

Are the Fed’s rationale for tightening and outlook coherent? @MESandbu thinks they may be underestimating remaining… https://t.co/wFSY2maGI2

Outstanding antidote to debt hysteria on household, corporate and fed government front. Favorite of many great slid… https://t.co/AijPcMogfF

“The new normal for US monetary policy is anything but clear.” – @MESandbu and Bloomberg editorial agree that the F… https://t.co/0Y8cjPfXOd

If ECB takes foot of QE peddle and European investors have some of their own bonds to buy, which markets will suffe… https://t.co/1N2jhKpz7y

The discontinuity in the Australian mortgage debt to gdp ratio in the late 1980s with deregulation is remarkable!… https://t.co/Nf3nBADe3F

Car sales fall in China for the first time since the crisis spring of 2015. A maturing market? Or signs of a worryi… https://t.co/KNSe8pN3BX