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Is this how the Turkish sudden stop, EM-crisis story breaks? More than half of its inflated corporate debt pile is… https://t.co/44byVYqNmx

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"Shall we drink to a … Blitzkrieg? 😉 I prefer a slow encirclement …” Ernst Lubitsch’s utterly inappropriate and hi… https://t.co/QfxgmwSKZL

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Of Germany’s 50bn euro surplus with the US, 42n euros were accounted for by automotive, mechanical engineering and… https://t.co/VTyC9sMGqV

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How the public credibility of US economic leadership drained away. Are there contrasting data for market actors?… https://t.co/APonqMpuqz

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Low skills levels are a major drag on the slower moving European economies and even on Spain. @OECD @paul1kirby h/t… https://t.co/ETveFgcr6A

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Classic clerical and skilled manual occupations have shrunk sharply in Europe over the last twenty years.… https://t.co/xDcsYZq4Jt

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@joesmith323 @SoberLook v interesting question. would like to dig into this. check out @SoberLook for cite.

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3.1 % growth for fifty years: All talk of local deindustrializations has to be checked against this basic fact abou… https://t.co/kiFMCetTDz

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Over the next five years the US government will be the only globally significant issuer of widely traded “safe asse… https://t.co/9VBZxWLndX

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Investment in oil&mining is tiny & of US GDP. But since "much of the economy is on autopilot, … big swings at the… https://t.co/Y98YB9HLOQ

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Will the yield curve invert next year? @DeutscheBank is worrying. h/t @SoberLook Generally this is a trigger for cr… https://t.co/AQeFa4j7Ge

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Growth in China’s "social credit” (broad based measure of credit creation) is now running at “only” 12 % PA. That c… https://t.co/csPOE61isO

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Outside its sprawling financial sector the Chinese economy is deleveraging. @SoberLook @IIF https://t.co/syEPkXyM3c

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After months of good news the EZ outlook is now heading in the other direction. @SoberLook https://t.co/KXCnrkO6Y9

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@Birdyword Thanks Mike. I really hope you enjoy.

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"None of this math will matter if capitalism is broken.” And that is the upside! Otherwise @jmackin2 thinks that US… https://t.co/RPi8mDAGag

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There are European welfare states and then there is everyone else. For all the talk of neoliberalism, austerity and… https://t.co/QT87Z3d1FH

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“Postwar” for some, more war for others! Number of conflicts that European countries have been involved in since 19… https://t.co/XSYH7aoZ9Y

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The first migration map I ever made, this visualisation shows the key international migration flows in NW Europe in… https://t.co/1yhvszMU6H

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The spread of "European Ancestry” worldwide. If the definition were to include those of Turkic descent the spread w… https://t.co/WFcWDwWiUv

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Heading back to Texas? What it looks like when a trade war interrupts a shipment of sorghum to China. RB Eden chang… https://t.co/VnT4F9GuJa

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In face of falling rupee and anxious bond markets, India is going "Asian EM": building a huge forex reserve.… https://t.co/9m7YEuNSs5

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17 year squeeze: UK real earnings are not now expected to recover to pre-2008 level before until 2025. There is no… https://t.co/qKQm8qIazr

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In the last 12 months 197,000 more people flew out of Puerto Rico than flew in = 140,000 above trend. @SoberLook… https://t.co/kz2YhNqAHB

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Collapse in Venezuelan production is key to OPEC’s success in restricting production and propping up oil prices.… https://t.co/rAJE53khi7

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Amazon is three companies in one: tech-retail-logistics. Its median worker worldwide makes an annual salary of $28,… https://t.co/rNO8JZuSlC

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Ten years on from the crisis, the international dollar operations of global banks outside the US are, as ever, heav… https://t.co/oyabF781JR

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The global dollar bond market has boomed but bank credit in $ from non-US banks is still the main source of elastic… https://t.co/ecHUS9FBNM

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What’s Mandarin for Run on Repo? Chinese investment vehicles are growing and committing larger share of portfolio t… https://t.co/0bmGYGGex9

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Will US authorities allow Chinese shipping giant Cosco to buy out Orient International which controls 11 % of US im… https://t.co/U4nutp5DsH

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Shadow banking with Chinese characteristics: IMF GFSR tries its hand at mapping the undergrowth.… https://t.co/i2toKkAuyp

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The sources of credit for highly indebted poor countries are shifting dramatically. For all the skepticism on Sino-… https://t.co/hxDXtwAPmk

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Which EM are most exposed to professionally managed fund investors? https://t.co/jTVAmgzDD7 https://t.co/lZmN3OegA6

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Power dynamics of bond market: Seems reasonable to assume that sovereigns most at risk of classic bond vigilante at… https://t.co/mJ5Edh9j1o

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Debt crises in the making? 2017-2018 is a record period for sovereign international bond issuance. Double issuance… https://t.co/4uCSNFKLWH

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The market for synthetic CDO is not what it was, but it is coming back! https://t.co/jTVAmgReuF https://t.co/R09RUzN30O

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