August 1, 2022
RT @Rainmaker1973: YouTube channel DtRockstar1 made a series of videos as a tribute to a feature on cars quite appreciated by engineering n…
RT @Rainmaker1973: YouTube channel DtRockstar1 made a series of videos as a tribute to a feature on cars quite appreciated by engineering n…
RT @esaravalle: This piece by @alex_tippett95 on the Hoover precedent for outbound investment controls is really great. Tough to build inte…
RT @PermaGoddess: The oldest tree in the world, Tanzania…6,000 yrs old! https://t.co/t506KQmzZp
RT @michaelxpettis: 1/5 Very interesting article, although I don't think it draws out the full implications. It points out that local gover…
Very useful in-depth report this by Guo Yingzhe, Niu Mujiangqu and Zhu Liangtao for Caixin on the operation of China's ponzi real estate finance system and the critical role of large down payments. caixinglobal.com/2022-07-29/in-…
Chinese financial institutions were still required to flag any planned purchases or sales through the bond connect to the country’s central bank and foreign exchange regulator days in advance. The precautions are part of a regulatory hangover from 2016 ft.com/content/ac31d2…
20% of offshore renminbi dim sum bonds issues in Hong Kong were issued by non Chinese entities, including policy banks of Germany, S Korea and Sweden as well as World Bank & lenders from commodities exporters to China, e.g. National Australia Bank ft.com/content/ac31d2… https://t.co/m8z4rh32MB
Trading at yields that are above mainland Chinese issues and below US treasuries, offshore renminbi dim sum bonds offer an attractive option for fund-raising. ft.com/content/ac31d2… https://t.co/fko8LAobYq
In June, India’s largest cement producer UltraTech adopted China’s currency to pay for imports of Russian coal. ft.com/content/ac31d2… ndtv.com/business/how-u…
About 65,000 people visited Hong Kong from China last year, official data showed, compared with 2018, when the city welcomed more than 51mn mainland tourists. ft.com/content/eaa7b8…
RT @RobinBrooksIIF: Liquidity in Italy's bond market is now as bad as in March 2020, when President Lagarde shocked markets by saying "we'r…
RT @jsblokland: The terrifying part of the recent spike in European #NaturalGas prices is the timing. Mid-summer! I don’t see how we ever…
RT @M_C_Klein: New at THE OVERSHOOT: Is the 2022H1 GDP Decline…Fake? theovershoot.co/p/is-the-2022h… <– The details of the data continue to b…
RT @MegaWattXinfo: The greatest energy arbitrage of all times: US Gulf coast ➡️ NW Europe. 200mUSD gain or more per trip… which is basicall…
RT @paulkrugman: A characteristically informative deep dive by Matt Klein, suggesting that GDP may not actually have declined in the first…
Latin America had shrunk to just 6.4 per cent of MSCI’s global emerging market stock index at the end of 2021, less than a third of its weight in 2010, according to calculations by JP Morgan ft.com/content/3a4cd4… https://t.co/dYtnyKOpoA
This report on the shambles inside the Kuwait Investment Authority is worth your time. Its the #4 SWF in world. ft.com/content/e2d7b5… https://t.co/dAT4oh31w8
Bangladeshi textile industry exports grew from $32mn in 1984 to $34bn today. In 2020, Bangladesh earned twice as much from garment exports as all 54 African countries combined. ft.com/content/9022be… https://t.co/8E05JCicel
In Bangladesh more girls are in secondary school than boys. In 1971, when the country became independent, one in five children died before the age of five. Today that figure is one in 30. @davidpilling on the lessons of a remarkable development story. ft.com/content/9022be… https://t.co/FGwK0TTBXN
COVID social distancing triggered a $200bn surge in US grocery consumption, that is now being eaten away by inflation and spending on eating out. ft.com/content/7f5b27… https://t.co/IXNdF1bf3g
The punchline of this typically-smart Janan Ganesh piece is too facile, but I LIKE any take on contemporary reality that starts from the grey zone created by a perpetual exercise in more or less successful crisis-management. "We are all zombies now … ft.com/content/7ca086… https://t.co/cbWGYA8HZR
"If unemp is a lagging indicator of recession as it was in 1970s -> makes sense that markets assume that inflation will soon roll over, freeing the Fed to back off next" Great unhedged this from @rbrtrmstrng ft.com/content/a84158… https://t.co/jE0M4Jop4y
American consumers are going out to eat. ft.com/content/7f5b27… https://t.co/Wcd9zERuLA
When asked about a retirement, a survey by Allianz this year found that “63 per cent of American non-retirees fear running out of money more than death” (versus 46 per cent of those already retired.) @gilliantett ft.com/content/998c81…
Center for Retirement Research at Boston College calculates that half of all Americans are “at risk” of facing severe fall in income in retirement. Report from PwC suggests a quarter have absolutely no retirement savings at all. @gilliantett ft.com/content/998c81… https://t.co/4mFifvTM06
If the polls are right and Luiz Inácio Lula da Silva returns to power in Brazil this October, Latin America’s six biggest economies will for the first time all be governed by the left. ft.com/content/3a4cd4…
Fed chair Powell argues that we can’t be in a recession when the jobs market is creating almost 400k jobs a month. But what about 1974-75. In Nov '73, econ added 310k jobs, and continued for months. @rbrtrmstrng ft.com/content/a84158… https://t.co/YKbTv4TanZ
Protests in Schwedt in Brandenburg, Eastern Germany, against boycott of Russian oil. ft.com/content/de9056… Town refinery owes its existence to Soviet-era friendship oil pipeline. de.wikipedia.org/wiki/PCK_Raffi… https://t.co/dM1sON7I2X
"Importantly, … recessions are not like pornography: you do not know one when you see one — or are in one, rather." @rbrtrmstrng in a naughty mood! ft.com/content/a84158… https://t.co/CR8KdpEos4
"Joe Biden with US Treasury secretary Janet Yellen in Washington DC on Thursday. Yellen said she would be ‘amazed’ if the National Bureau of Economic Research declared the current moment a recession" ft.com/content/50aac4… https://t.co/GbTJZZ12R1
Do 2 quarters of neg growth make a recession? Now the US is going to have a partisan debate about the taxonomy of the business-cycle. ft.com/content/50aac4… https://t.co/COafWJ8aYs
The punchline of this typically-smart Janan Ganesh piece is too facile, but I LIKE any take on contemporary reality that starts from the greyzone created by a perpetual exercise in more or less successful crisis-management. "We are all zombies now … ft.com/content/7ca086… https://t.co/Kn90jhL61x
RT @GoldTelegraph_: BREAKING NEWS: THE SWISS CENTRAL BANK REPORTED A FIRST-HALF LOSS OF $100.08 BILLION THE BIGGEST HALF YEAR AND QUARTE…
RT @michaelxpettis: 1/8 Germany is caught in the high-income version of the middle-income trap: "Roughly one-quarter of German jobs depend…
RT @heimbergecon: 36% of multinational profits are shifted to tax havens globally. U.S. multinationals shift twice as much profit as other…
RT @LBRolsky: Thanks to @contingent_mag for hosting @daniel_dsj2110's epic bibliography on the history, research, and teaching of the prese…
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