"China’s protectionism is future-focused, seeking to become globally competitive in industries such as aerospace, r… https://t.co/2ILDWyaH0b
"China’s protectionism is future-focused, seeking to become globally competitive in industries such as aerospace, r… https://t.co/2ILDWyaH0b
The new economic geography of the US. It isn’t North South that matters, it is the East-West dimension. @SoberLook… https://t.co/l58jGBarFw
The relationship between bond yields and a “composite governance ranking” is strong and Italian yields are still be… https://t.co/b3Js3XsfXo
Along with GDP growth, Chinese wage growth is slowing too. @SoberLook @GoldmanSachs https://t.co/hUG28e2qpG
Is this the crunch point? Will the ECB follow a Taylor Rule dominated by Germany or give greater weight to the ongo… https://t.co/NSomtGFZla
The crucial thing here are the units: $ 000 millions …. Millions! In a trillion dollar world! https://t.co/7FTvwD1oQ1
"One event that eased investors' concerns on Wednesday was Italy's bond auction. It cleared at much higher yields,… https://t.co/BMjr22KIor
Estimated impact of a full scale Sino American trade war is nasty and hurts both sides, but the absolute size is wi… https://t.co/VpKGOJxVR4
Draghi faces a nasty dilemma: Italian uncertainty, faltering growth in the EZ v. continuing pressure to “normalize”… https://t.co/5ncNg8Yp2R
“Trade talks are mainly good for drinking coffee … think of it as our contribution to free trade.” Wilbur Ross quot… https://t.co/rcT5gFauHc
Even tourism isn’t helping: Btw 1997-2012 foreigners’ expenditure in Italy fell in real terms on average 0.9% a yea… https://t.co/BmdpdMtvPH
"EU plans €30bn fund to help crisis-hit eurozone countries” – Falling woefully short of what Macron called for and… https://t.co/TyQIHusD1d
"If Germany should refuse to hand out gifts of money … the likelihood is high that Italy will give up the euro.” Th… https://t.co/ErlreRRjJG
And as if things needed to get any more difficult in the Eurozone as @Schuldensuehner points out, German inflation… https://t.co/1YmixQFLwg
Politics and the American Trucker Song The blue-collar economy as seen through songs of the road…wonderful blogpost… https://t.co/5IpzMZUf3c
Here is something else to worry about! According to BIS data extracted by @Schuldensuehner Spanish banks have $82.8… https://t.co/qRneC5lIEx
"The rekindling of coalition talks triggered a rally in Italian bonds and stocks.” – its a tops turvy world we live… https://t.co/GNvcy4GKc1
“Especially in Germany we place value in abiding by rules” – Good write up and critique of inadequacy of German med… https://t.co/Z3Rufq83IU
My colleagues @mcnienaber & @Gheller1 pressed @OlafScholz repeatedly on whether he could support Macron's EZ budget… https://t.co/G12qZRo3s9
“The recipe for a larger cake is not centralised bailout funds and printing more money, but structural reforms and… https://t.co/QzdPJZ8Emc
Michigan v. Italy: One of the voices really worth listening too in Germany @PeterBofinger proposes an interesting c… https://t.co/gNVmsrtgnj
When they parted for the final time, Ms. Merkel had a single tear in her eye. “She’s all alone,” Mr. Obama noted. https://t.co/YWe8a7g5nN
A new eurozone doom loop? UniCredit's subordinated bond has plunged as the political drama has deepened. @SoberLook https://t.co/iF9va5NWFA
Chinese bid for Grammar a German autoparts firm = on top of 19 Chinese acquisitions of $9.1bn in Germany in the yea… https://t.co/PInJSIXt0T
Do you think the bond markets maybe had been dozing a bit? Its politics, sure, but sovereign debt markets ARE polit… https://t.co/06Bv8k325f
The next mountain to climb? The maturity wall for US leverage loans is dramatic @SoberLook https://t.co/S5pvE4rnNT
"China is shifting its growth model to one relying more on consumption and less on investment. It is also urbanisin… https://t.co/TdQY34XeA9
As an adherent of Aldo Moro, Sergio Matterella was once the victim of a strategy of tension, now is it Matteralla w… https://t.co/ovwH6G3Vdg
Since my book Dieselgate came out, many asked me about an English version. Feel free to retweet this, if you want t… https://t.co/ptEhfjOaZF
Same charts of Italy's public debt holders with more granularity, using @bancaditalia data. cc @Brad_Setser… https://t.co/4DSdrxbQQq
Do you think the bond markets maybe had been dozing a bit? Its politics sure, but sovereign debt markets ARE politi… https://t.co/aiYElPnwdO
Italy's 2018 debt expiration schedule, and expected new issuance. Size matters. https://t.co/sTjftaAmyS
This is indeed a very powerful read. It shows that Mattarella made a deeply political decision, which seems to be w… https://t.co/dEQrt3wBvb
Do you think there might be somethign wrong with the Univ of MIchigan sample? https://t.co/vgA1a0blMq
Worth a read when you see the scary (and that’s a fair enough word) Italian yield spiking charts today. Look at th… https://t.co/KxYNcKXUEB
After the ballistic rise, #Italy is now yielding more than the US (for the first time since 2014). https://t.co/2qLMXUR10C
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