September 6, 2022
RT @ndcarson: 🧵🧵🧵: Pakistani floods will likely reshape global ag markets and the regional security order. Flooding in Pakistan is truly b…
RT @ndcarson: 🧵🧵🧵: Pakistani floods will likely reshape global ag markets and the regional security order. Flooding in Pakistan is truly b…
RT @LionHirth: The European Commission has proposed it and Germany has announced it: What is the "revenue cap" on electricity generators a…
RT @MoHossain: RT @adam_tooze If you really want to dramatize the turning point in the US housing market, adjust rapidly slowing house pric…
RT @KenRoth: Venezuela’s refugee crisis is similar to Ukraine’s in scale, but Venezuelan refugees receive far less international humanitari…
RT @HeerJeet: "Under the tousled boyish haircut [of John F. Kennedy] is still old Karl Marx – first launched a century ago. There is nothin…
Spain may be controlling energy prices but it isnt helping consumer sentiment which is falling faster than EZ as a whole. thedailyshot.com/2022/09/01/veh… https://t.co/zWfNQQFWKO
Amongst others @Isabel_Schnabel has been making case for front-loading action by ECB & if it IS going to do 75 bp ECB surely needs to act before news from economy gets really bad this autumn. thedailyshot.com/2022/09/01/veh… https://t.co/77eMt1sANU
If you really want to dramatize the turning point in the US housing market, adjust rapidly slowing house prices for inflation and then annualize! In June US house prices fell 17.2% in real terms on annualized basis! marketwatch.com/story/house-pr… https://t.co/7rKR1Krr1v
RT @RussInCheshire: How old? My first computer had 1k of memory. This image of my first computer is 187k. twitter.com/selemondev/sta… https:/…
The Ukrainian Offensive Must Come in Stages. This by @Jack_Watling is really cogent. rusi.org/explore-our-re…
A boy born in Rwanda in 2021 has a higher life expectancy than a Black man in the United States. Chartbook #148 on the shameful data published by the CDC in August 2022 to silence from America's political class. adamtooze.substack.com/p/chartbook-14… https://t.co/VQiHu8pf3x
At 66.7 the life expectancy at birth of Black men in the United States is at the same level as that for Pakistani men = #150 in the global rankings. Chartbook #148 on the remarkable CDC data released in August 2021. adamtooze.substack.com/p/chartbook-14… https://t.co/ND3DD3n3uM
Fact that thanks to COVID China's life expectancy overtook that of the US in 2021 only serves to dramatizes a long-standing and disastrous trend in US data. adamtooze.substack.com/p/chartbook-14… https://t.co/Uf70djpzsF
In 2021 life expectancy in China overtook that in the USA. And yet the competition is pitched as geopolitical, as revolving around microchips, the sourcing of EV batteries and Taiwan! adamtooze.substack.com/p/chartbook-14… https://t.co/CVhRrKK0qu
"A café which sees its energy bill rise from £10,000 to £55,000 does not respond by increasing prices, it responds by closing down." This by @DuncanWeldon on the European energy price shock and (dis)inflation is excellent. duncanweldon.substack.com/p/the-banks-mi…
RT @DuncanWeldon: British politics & economic policy is remarkably straightforward right now: Either the government will pay this bill or i…
Chartbook #148 just dropped: How China, Cuba and Albania came to have higher life expectancy than the United States. adamtooze.substack.com/p/chartbook-14…
Legal Piracy? Demand for liquefied natural gas and anything that can move or store the super-chilled fuel is running hot. So why is Norway’s Höegh LNG Partners about to close on what analysts call a “materially inadequate” takeover offer? ft.com/content/d1db73… https://t.co/zJs0z0208N
Petrodollars: the total import bill for energy-poor EU and Japan put together is more than $100bn a month higher since Putin started his war than it was one year ago. @MESandbu ft.com/content/c0cef7…
The energy price surge is effecting a giant redistribution of income between importers and exporters. @MESandbu ft.com/content/c0cef7… https://t.co/AfgllP4Dtb
Is the UK not "too big to fail" after all. …. twitter.com/BruceReuters/s…
RT @JoMicheII: This is starting to look a bit ugly. twitter.com/BruceReuters/s…
RT @FreightAlley: The collapse in ocean container rates is epic (Hong Kong to LA down 18% this week alone to $4052/feu) per Lloyds List. Th…
German Greens score well for foreign policy. But DEVASTATINGLY badly on the economy and tax. On a par with AfD! And this despite the fact that Habeck as Econ-climate super minister has great personal scores … until recently. twitter.com/thorstenbenner…
"While household balance sheets remain strong, historically this has been no protection against recession. Reality is that the bulk of this wealth is owned by a minority of higher income households." @IanRHarnett ft.com/content/8a1437…
Slower new home sales push inventory/sales ratio up to 10.9 months of supply in July. Inventories typically lead unemp -> unemploy rate could be more than 5% in 18 months’ time. NOTE TO SELF: HOUSING IS!!! THE BUSINESS-CYCLE ft.com/content/8a1437… https://t.co/LgrnL3Pvei
RT @heywoodbill: @janrosenow Imagine how much better insulated our homes could be if Cameron and Osborne hadn't been in charge https://t.co…
RT @DrSimEvans: Thanks for all the replies, including several who correctly said it's that both UK and NL have unusually high reliance on g…
RT @janrosenow: In Germany at current energy prices an air source heat pump coupled with PV is now 40% cheaper over 20 years than a gas boi…
RT @jakluge: High #gas prices are leading to less industrial gas consumption: Last week, #Germany's industrial gas consumption was 18.9% be…
RT @CoalFreeDave: The latest August data shows nuclear and hydro situation the worse yet… although interesting gas is rising more than co…
RT @CoalFreeDave: Q: Why is coal (and gas) generation is up in EU? A: A massive hydro and nuclear deficit! Updated data to 31-Aug: https:/…
3-year house price inflation of 46% nominal 28% real has only been matched by bubbles of 1980s mid-2000s. However, these “good times” for US housing look to be ending w rising financing costs, squeezed demand and increased supply. ft.com/content/8a1437… https://t.co/cuYGrkQmKI
RT @Ravilious1942: Eric Ravilious was killed #OTD in 1942 when the aircraft he was in during a search & rescue mission off Iceland failed t…
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