January 11, 2017
EM Stress point #? Egypt. Inflation soaring on devaluation. Now at rates greater than 2008 which set stage for 2011. https://t.co/ILevIoVi8O
Archive
January 11, 2017
Caroline Baum: The bond vigilantes return — or bad ideas never die https://t.co/Ejk6M6n1LQ #econ #mises #keynes
January 11, 2017
Feeling the Trump Blues? Spare a thought for poor Mexico. Huge downward revision in GDP forecast for 2017 https://t.co/DPjz81eCRF
January 11, 2017
Europe's Political Economy (2017/)nIs Gabriel of the SPD going to break ranks on austerity?n“I once asked the… https://t.co/8RNLOR6y5b
January 11, 2017
Trump-bump amongst small business owners is massive: The largest since Reagan in 1980! https://t.co/TmGe2qml48
January 10, 2017
Via a friend, cocktail suggestion for Jan 20: the “Nyet My President.” White Russian, beneath a thin orange skin an… https://t.co/gQ2czlRGA7
January 10, 2017
Russia, Trump & Flawed Intelligence https://t.co/rM07rRRCtt via @nybooks
January 10, 2017
Among those on the red carpet that night was the glamorous Reichspräsident Paul Ludwig Hans Anton von Beneckendorff… https://t.co/vkrO9FVu4x
January 10, 2017
Resurgence of State-Led Growth in #China? https://t.co/7fkYu65L9l https://t.co/ADubcTZT3v
January 10, 2017
The Eurozone and its 3 investment slumps w/t @CSEUEconomics https://t.co/JWuz6IM2jU
January 10, 2017
A 14th Century woman's accessory from Northern Iraq. May be the earliest surviving handbag in the world. https://t.co/aAR3fG7O1r
January 10, 2017
@yorksranter not being a market insider it all comes via open sources wsj/ft etc. its grist for the new book.
January 10, 2017
Airport in the Sky, Airborne Zeppelin Airfield, 1925 (Illus. Zeitung/Leipzig) #dataviz #aviation… https://t.co/xjYkbnn2WP
January 10, 2017
Looking back at bad MBS, it is clear: It wasn’t defaults per se that produced crisis, but collapse of confidence in… https://t.co/wDGY1ppnar
January 10, 2017
Decline of the NYSE as central location of American capitalism. Big grey blob = “dark pools”n@SoberLook https://t.co/t5kVclej4j
January 10, 2017
Labour market record of Obama admin stacks up well when compared to … Japan, austerity Britain and the EUROZONE.… https://t.co/Jz5o3wUTbV
January 10, 2017
Germany up there with stressed EM in terms of real currency undervaluation. Predictable result … large and growing… https://t.co/7G9hlqt3PU
January 10, 2017
The glide path for China’s FOREX reserves converges towards IMF recommended level some time in 2018 @SoberLook https://t.co/cC3hfNzQP0
January 10, 2017
As Moody’s warns about Turkish banks and government hits back the Lira drops 2 % on day … this really looks to be g… https://t.co/zw9NkdeEbg
January 10, 2017
Huge swing in Republican sentiment on free trade in 2015nhttps://t.co/XCvJ4oQMQh https://t.co/zRYJDmQ6Tb
January 10, 2017
Astonishing Trump-bump to consumer sentiment. "Someone, somewhere said something positive about economic policy tha… https://t.co/iuosmSCVqv
January 9, 2017
Russia’s retreat: military spending 2014 was $82bn v. $225bn by Soviet Union in 1989 in 2014 dollars.… https://t.co/3qHT8GLNhg
January 9, 2017
How Black Swans from new batteries to riots in Chile could affect commodity markets: https://t.co/S6nDWLdfN1
January 9, 2017
Where China’s zombies are … they are making lists! https://t.co/he3rqfuEPd
January 9, 2017
The coordinated stimulus in China: gov spending, SOE inv and mortgage lending all up @SoberLook https://t.co/MNF6dtUGyv
January 9, 2017
Turkish business and households have rallied around national currency. to no avail: https://t.co/SOOKOk7gut
January 9, 2017
BOTH consumption and investment make muted contribution to US recovery. Fiscal = negative. https://t.co/3LTPYHoZjx
January 9, 2017
In age of Trump this quick guide to multipliers may come in handy: https://t.co/oiSV9WhyFs
January 9, 2017
Le #SecondEmpire avec @Histoire_image #17 : un projet pharaonique, le canal de Suez >https://t.co/833FZnXDtP https://t.co/9E3dODduR8
January 9, 2017
Since 1980s US has seen huge fluctuations of household assets around a modest trend of income growth. Is this “fina… https://t.co/EU39DTG0Xn
January 9, 2017
Household deleveraging since 2008 in the US has been dramatic = huge drag on demand. Combine this with fiscal squee… https://t.co/LUkOdmCPqT
January 9, 2017
Striking decline in hours worked in US retail. Down to recession levels. h/t @SoberLook https://t.co/Hgscpjxg6w
January 8, 2017
Fascinating @delong post from 2013 on build up of tension in the US bond market under QE. Bernanke as Super-Whale.nhttps://t.co/bj6mGTzbgp
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