ADAM TOOZE

CARRY TRADE UNWINDING: With Argentina and Turkey both looking rocky, are these the makings of an EM crisis? Argenti… https://t.co/Y2sayGMNem

The net supply of US Treasurys is going to be pretty ample for the forseeable future and this is not allowing for n… https://t.co/Wz71v5X958

When the Brits and the EU haggle over Brexit and the Irish border it is worth remembering this: “peace walls” divid… https://t.co/VkCYtqMp43

Moving out: c. 40 % of the population of Senegal, Ghana and Nigeria are planning to emigrate in the next 5 years.… https://t.co/Ko10lTmp1w

Exodus: If circumstances permitted 3/4 of the population of Nigeria and Ghana would make their lives in another cou… https://t.co/HPqpyHIg4Y

At least 1m sub-Saharan Africans moved to Europe between 2010 and 2017 according to estimates by @pewresearch Europ… https://t.co/LIxsE0eqoE

“Virunga faces a number of threats, including poaching and oil exploration, but the illegal charcoal trade is uniqu… https://t.co/jGjbwe4kRR

Stunning growth in the U.S. leveraged loan market — now at $1 trillion and getting *very close* to the size of the… https://t.co/fUfPPGRLkp

All of factory Asia will feel the hit from a Sino-American trade war. 2.2 % of Taiwanese GDP consists of inputs to… https://t.co/k8sYQ8ObZE

The dimensions of the Indian labour market are staggering: 1 m new workers enter the workforce every months. 20 m p… https://t.co/GiDPe2GU8B

India’s number is pretty high too! https://t.co/vGNEXFRNiL

Theory: British politics is messier, more divided and less decisive (in terms of election results) when the economy… https://t.co/vZNu4v66bu

Thank you to @LorienKite and @frederick65 for giving big chunk of @FT real estate to a birthday piece for Karl Marx… https://t.co/3KI72chWZz

Wow! #Inflation divergence drives German/U.S. yield gap near 3-decade high. https://t.co/YcCzoUmJoc https://t.co/dBtLEvPWic

Credit investors are becoming increasingly nervous w/ #Turkey. Turkey's 5y default probability jumps to almost 15%… https://t.co/FoCfyn47ly

Really looking forward to Saturday’s night discussion with Sven-Eric and Clara Mattei https://t.co/CJqWjSFNdM https://t.co/JgoC61Qg6z

Looking for a trigger? How about $2.15trillion in leveraged loans and junk bonds. Up from a combined total of $1.3t… https://t.co/NX9GiFMNhI

To make the transition to battery powered EV we are going to need a lot of metals that we never cared about much be… https://t.co/0soUoSQrmD

Striking it rich: productivity of US oil wells in their first and richest months of operation continues to increase… https://t.co/zTrWJVHkHb

Turkey’s 2 year gov bond yield is now at 14 %. Idiosyncratic factors are at work, but this is part of a wider tight… https://t.co/Q0AtS4KQc4

As carry trades unravel, there is currently a real toughening of credit market conditions for weaker EM e.g. Ukrain… https://t.co/Nvy3DBEF7D

The ECB has comprehensively out-QEed the Fed. Whereas Fed balance sheet peaked at 25 % of US gdp Draghi has taken E… https://t.co/ckBf9uRi0Y

Whose afraid of the nonlinear Phillips curve (sic)? Apparently the FMOC may be … wasn’t the curve always supposed t… https://t.co/Tasm2RIcqZ

Unable to stand, walk, bend or lift. Since the early 1990s there has been a huge increase in the proportion of Amer… https://t.co/hIAe5f5Uxx

Why teachers in some red states are very mad. In the vast majority of states real incomes fell. In MS, CO, OK, Il,… https://t.co/43kxPp7qsj

@matthias_somers so sorry! will try to get this fixed.

If these stats are to be believed the US has by far the lowest rate of self employment of all OECD countries. Lower… https://t.co/DTu17nv3ZY

If offshored profits were returned in full to the US it would have the effect of further reducing the measured labo… https://t.co/HcZ3elmpK7

The American industries most heavily involved in offshoring profits is not tech, or banking but oil and chemicals.… https://t.co/jELD85LFBf

If offshored US multinational profits were reattributed the impact would be most dramatic in Europe.… https://t.co/FRkXPCRkQN

The big gains are at the top! How the distribution of age of death shifted in the US between 1950 and 2015. The big… https://t.co/D41BThpo7t

The general CDS market shrank drastically after the 2007-8 crisis. CDS on sovereigns followed a different track, pe… https://t.co/bvgHvNWaL3