German energy giant juniper forced by Berlin to abandon its legal claims under Energy Charter Treaty over early closure of its plants in the Netherland by 2030 as part of the terms of its gov bail out last month. But RWE is persisting. ECT has got to go. ft.com/content/0a1406… https://t.co/7fbc21A5mi
"There is more than eight times the amount of wind capacity waiting for permitting than under construction in Germany, Spain, and Poland, according to analytics company GlobalData." ft.com/content/19d502… https://t.co/8rjcTSMCJf
Chinese retail sales, rose 2.7 % yoy n July while industrial production, a growth driver earlier in the pandemic, was 3.8 % higher. Analysts had forecast rises of 5 % and 4.6 %, respectively. Further evidence of china slowdown ft.com/content/17fb88…
How market share varies with the type of chip production. informative this piece by @andrewtghill on UK chip microchip policy and industry. ft.com/content/470bf7… https://t.co/asrcXxPO7V
This excellent thread by @michaelxpettis pairs very nicely with Chartbook #142 on the dollar system's resilience. adamtooze.substack.com/p/chartbook-14… twitter.com/michaelxpettis…
RT @michaelxpettis: 6/11 One of the reasons that foreign entities hoard dollars is precisely because the size and flexibility of the US fin…
RT @Carlier_J87: FCA is doing it, SFO is doing it, John Swift QC’s support team did it (with a disturbing intent) and even the BBRS is doin…
Defying gravity was the theme of a talk I gave for the @LRB about US hegemony youtube.com/watch?v=09s-T7… Continuous improvisation and reinvention is key to survival of dollar system = theme of two pieces for @ForeignPolicy hooked together in Chartbook #142 adamtooze.substack.com/p/chartbook-14… https://t.co/jLQRlSylaK
Wall Street consensus: outing myself as a (right?)-Gaborian in pages of @ForeignPolicy in new piece foreignpolicy.com/2022/08/12/fed… Spelling out why in Chartbook #142 adamtooze.substack.com/p/chartbook-14… https://t.co/MAmJDS0qev
Did a new piece for @ForeignPolicy on the operation of the actually existing dollar system. foreignpolicy.com/2022/08/12/fed… Backed it up with Chartbook #142 which spells out some of the stakes in thinking about "dollar history". adamtooze.substack.com/p/chartbook-14… https://t.co/w4hx0FLT2j
"UK civil servants have been ordered to trawl through the social media accounts of guest speakers at government ministry, to see if they have ever criticised government policy" ft.com/content/ef6ad7… Be a shame if this got retweeted at all! https://t.co/xDaPLiKUHo
RT @RobinBrooksIIF: The global inflation shock is ending. It hit the US first (blue), so that's where core CPI inflation has already begun…
RT @RobinBrooksIIF: There's no gas storage level that guarantees energy security for Germany. That's because 90% storage gets us through wi…
RT @traderttt9: Chartbook #142: The dollar system's resilience, by @adam_tooze adamtooze.substack.com/p/chartbook-14…
There could be an energy price shock still in the works, but barring that US inflation likely to be down around 3 % by 2023. JEF economics via @EthanYWu of Unhedged. ft.com/content/f28523… https://t.co/hldXbGPaaa
"Significant differences of approach are emerging between the financial sector’s largest climate coalition, the Glasgow Financial Alliance for Net Zero, and its accrediting body, the UN’s Race to Zero." nice piece of reporting this by @KenzaBryan ft.com/content/6472df…
If subprime was heart of 2008 financial turmoil, future crisis may centre on private markets. Investors have ploughed c. $9.8tn into opaque, unlisted equity, private credit & early stage/venture funding. Could this blow up? Is their enough leverage? ft.com/content/6de025… https://t.co/Dv4xpzMAjA
5 Chinese SOE have announced plans to delist voluntarily from Wall Street before US forces them out in 2024 over an audit dispute = escalation in financial decoupling ft.com/content/f16853… Pairs well with Chartbook #141 on western financial pullback adamtooze.substack.com/p/chartbook-14… https://t.co/J8gi5hFc68
The US housing market is going to be a key variable in the slowdown. twitter.com/WallStreetSilv…
Looking for this word … starts with a t … h/t @RobinBrooksIIF https://t.co/Nl72eBQAam
"In the months before the historic US climate bill, Jim Justice, billionaire coal magnate and West Virginia governor who believes in divine intervention as a climate change solution, became a champion of hydrogen." WHAT a great 1st line from @Aime_Williams ft.com/content/1dd75f… https://t.co/9DnZUTq4l5
"Swedish manufacturer Volvo AB surprised investors this week by borrowing €500mn — a rare deal in Europe’s parched corporate bond markets that are pin-drop quiet even by summertime standards." ft.com/content/43b3d5… https://t.co/1H1U70Be35
"inland waterways may only account for about 6 per cent of German transport volumes but are used to ship 30 per cent of coal, crude oil and natural gas." ft.com/content/c8f5f2…
The UK reported its worst trade deficit since records began. ft.com/content/c8f5f2… https://t.co/8Ld71NuE9q
RT @heimbergecon: Germany's industrial production is today lower than in 2015, consistent with developments in Japan. Huge challenges for t…
The NHS is being squeezed in a vice Excess deaths not related to Covid are rising in a system under almost intolerable strain. This by @jburnmurdoch makes for alarming and urgent reading. ft.com/content/f36c5d… https://t.co/XsCsaIbjPW
RT @RobinBrooksIIF: The Fed "pivot" is real. We track the combined weight of items in the US CPI with > 2% inflation. That weight tumbled y…
RT @felix_light: Loving the sanctions-era silk road redux in this great story: https://t.co/tIBwI5SYVz
@heimbergecon Hi Philipp can you give us link for this great graph. ECB?
RT @NewLeftEViews: Very good thread on China's current account surplus, to be read side-by-side with the latest Chartbook: https://t.co/ux…
RT @AlecStapp: Whenever I get down about US productivity growth, I think of the UK and remember that things could be so much worse https://…
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