Big contributor to price blip that set off “inflation” anxiety was pharma firms surging prices to anticipate Clinto… https://t.co/UJSd75NbQV
Big contributor to price blip that set off “inflation” anxiety was pharma firms surging prices to anticipate Clinto… https://t.co/UJSd75NbQV
Milking the cash cow: What has corporate Americas been doing with its profits? Buybacks, dividends v. investment …… https://t.co/GlKekTwaOn
UK real estate stock have not recovered from Brexit shock https://t.co/D594Z5EcTz https://t.co/lNvnzsHahG
WSJ asking how Trump stim cld take us to 4 %. Ironic given how much effort was invested in “proving" Obama stimulus… https://t.co/nptebGRXCw
When GE sneezes …. GE and the ISM manufacturing index @SoberLook @RaoulGMI https://t.co/DQ3TQHuOqF
Gotta love the juxtapositions: EU disintegration? Global Trade War? … or delay in US tax cuts? Which worries you mo… https://t.co/cqlwBDCd3q
NYSE net investor credit and the S&P500. Borrowing drives booms. https://t.co/mmQXhcVZdh https://t.co/mwqOuNyIsp
The big downshift … fascinating chart on sea-change in return expectations of public pension funds since 2001 …… https://t.co/VvAWzRYgBa
So after white male blue collar anger … what are we going to call the marginalized and angry ex-retail workers?… https://t.co/gFgnRx8cf3
@adam_tooze @Callum_Thomas @ProfSteveKeen Here's chart of SP500 vs margin debt acceleration cf.… https://t.co/EQqJdih8MM
Is this the end of the consumer spending surge that has been lifting the UK economy post-Brexit? @SoberLook https://t.co/7yMeOxWbw9
Greece surges into primary budget surplus as economy tanks https://t.co/3V0t3gPSkY https://t.co/wPn2a171Pq
2017 could be real turnaround year in Eurozone … or a Macron victory could trigger big push to have ECB tighten :(… https://t.co/6h3uux3eBT
Trouble ahead? Turning points in margin debt (borrowing for speculation in stocks) & S&P500 track each other closel… https://t.co/GjEDo4B1aR
NURTURE not nature: Indian kids born in the UK are same height as white counterparts v. stunting in India… https://t.co/P5zg2jmKnw
How the swap lines were born: Defending the Bretton Woods System 62-73 Mike Bordo https://t.co/gRzFpcP7co https://t.co/9AXVOJz9h3
The next big short? Retail outlets are closing faster than in 2008 crisis! https://t.co/MvDD7U250D https://t.co/B8Spsu1qcv
ca. 12.7 % US households were food insecure at least some time in 2015 = lack food for active, healthy life (USDA) https://t.co/rG4dt5PvJn
“Time as a trade barrier": each day in transit to US = ad-valorem tariff of 0.6-2.3 % Hummels and Schaur https://t.co/p8492YmQH9
Putting baguette on the table during the trente glorieuse. Huge surge in French agri productivity post 45… https://t.co/FeehsX4iJW
Postwar surge agri productivity is hugely underrated as factor in modern economic history. Precedes green rev.… https://t.co/DjJTRHIgcH
@GeoffSm93154422 Nothing like a nice 100 year economic history graph for stating the obvious VERY clearly!
Better be in dairy! Stark contrast between real price of grain and real price of milk in US over last century… https://t.co/sVHhAQdSpA
Keohane/Colgan: "We did not pay enough attention as capitalism hijacked globalization.” https://t.co/BO8r7pYQZn
This is wild. Emily's List heard from 900 potential female candidates in 2016. So far this year: 11,000… https://t.co/56LL2UQRN6
Great on Portishead’s 1994 classic Dummy https://t.co/loErz1Nd3g https://t.co/z5T9fZ0XOA
Colgan/Keohane "Those of us who analyzed globalization & lib order and celebrated them share resp 4 rise of populism.” @ForeignAffairs
EM ex China takes over as major global growth driver @SoberLook https://t.co/T9sJBDCvls
So far from god, so close to America: Whilst US helps militarize Mexican police, 200k illegal guns flow to gangs https://t.co/j5gqMbMcNT
Japan puts agri on block in bid to revive TPP sans US. Both econ and geopolitical logic are compelling. https://t.co/FIHP8uaZ6J
Notes on the Global Condition: The UAE and the Geopolitics of the Horn of Africa – https://t.co/mpDZLDaPmG https://t.co/uHOBNFnRGH
Thank you, Adam, 1882 is a lot better than original version – 'since the Industrial Revolution' – electricity gener… https://t.co/pCCnpIM8lk
Last week saw 1st 24 hour period since 1882 in which UK used no coal for electricity production… https://t.co/83Du7GW89P
The Great Experiment: Global central bank balance sheet expansion https://t.co/zZaKjUz8To https://t.co/L7KCtp0iuh
Breakeven prices for new wells as low as $46 in Permian Basin Texas —> at current oil prices prod will expand… https://t.co/ILREsfxQeH
Does the S&P500 “represent the actual economy” or is it driven by a tiny fraction of stock and ETF mechanics?… https://t.co/VFx5BoE3By
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