ADAM TOOZE

In the rearview mirror the Fed’s QE2 of 2010-2011 was completely swamped by EM bond asset purchases. Data from… https://t.co/VffJCQRLOX

35% of US vehicle exports are made up of imported inputs. So who wins in a trade war? data from Torsten Slok of… https://t.co/NaQY7hEf1a

Historic irony that tiny Norway enriched by oil and gas is largest market for EV in Europe. Larger even than German… https://t.co/h4WEXofrxu

67% trade btw the US and Mexico is intra-company trade and most of those companies are American! So who loses in a… https://t.co/SxUZk5RPRs

No net issuance: It isn’t just the market for sovereign debt, the ECB has drained the European corporate debt marke… https://t.co/v5vkCiIgYp

How both the quantities and ratios of riskier bonds/equities to deposits, t-bills and money market accounts changes… https://t.co/m1e5ja40Yy

The ECB’s QE program triggered a huge surge of private European bond purchases, just outside Europe not in Europe!… https://t.co/kgVPwvS8xS

Rising investment spending per vehicle since 2010 suggests that global car manufacturers are preparing for EV trans… https://t.co/XrOGpPCcU5

Trump’s tariffs are alarming but they have to be put in historical perspective. They take us back to levels last se… https://t.co/sbbFrZrTFt

2018 has seen a sea change in the balance of demand in global bond markets, with central bank purchases tapering an… https://t.co/ZUV7sCbRi1

No net issuance: It isn’t just the market for sovereign debt, the ECB has drained the European corporate debt marke… https://t.co/XkvbGufAQ9

67% trade btw the US and Mexico is intra-company trade and most of those companies are American! So who loses in a… https://t.co/NYhQIQtqkD

In 1984 as French president Mitterrand did not attend the opening match of the european championship even though th… https://t.co/NV4dty3UC6

@19jk65 homeopathie? perhaps small doses are bette?

Controversial Congo-investor Dan Gertler and Glencore reach “settlement” of their dispute over copper/cobalt assets… https://t.co/TX62iYPLrD

Global homework rankings – confirms my purely subjective impression that German teens are just about the least stre… https://t.co/OAcScNP9Pk

China has been key to Angolan reconstruction since end of civil war in 2002. Now 50% of foreign debt is owed to Chi… https://t.co/D9yUims1NK

“Grade inflation”? The share of “investment grade” US corporate debt issuance rated BBB rose from 32% in 2009 to 4… https://t.co/MgQFBp7SLk

Perhaps as much as 10% of US real estate purchases consisted of cash corporate money which was anonymous until the… https://t.co/0bj0Wh5Rqr

Mexico has twin deficits, the US has bigger twin deficits – the contrast in their experiences over the next few mon… https://t.co/FvbLPqXC6J

Couldnt help wondering, after the incident this morning, whether this was another German satirical account. But app… https://t.co/Zet9gV8Y84

After this morning’s incident I cant help wondering whether this is another German satirical account! Is this visua… https://t.co/NOxfL2apzS

German Foreign Minister on need to get to work to unite Europe and respond to US abdication of global leadership. "… https://t.co/z8Suh0atPA

“The Chinese cannot accept that there is no work called The German Ideology. They see this as removing one of the p… https://t.co/Gh8nd07uSd

To a remarkable extent US equities are an All American affair: 90 % domestically owned plus 3 % financial centers… https://t.co/bGvtScXIkX

A truly discretionary deficit! Normally US fiscal deficits track unemployment because they are driven by business-c… https://t.co/RNUVxiHhLA

Dark money in sunny places: Anonymous corporate cash buyers accounted for 25 % of transactions in Miami-Dade’s high… https://t.co/k5FnLY4eDy

That is really, really interesting & worth your time. https://t.co/feK7VEtou9

German politics rocks the markets. How a satirical tweet managed to dent euro and German stocks… https://t.co/MQV6vKjicm

It was the prospect of Kohl's moderate CDU setting up local associations in Bavaria that brought Strauss's CSU to h… https://t.co/ITkM1iL0lc

German politics Twitter briefly in meltdown earlier over satirical tweet suggesting CSU was breaking from CDU. Not… https://t.co/YOoQOrh0j9

“Overheating” is not a problem for the US farm economy … and talk of trade wars does not help! You wouldn’t have th… https://t.co/yrljIZdweE