March 15, 2022
RT @paulkrugman: I keep seeing alarmed articles about rising medium-term inflation expectations. For some reason, very few mention what see…
RT @paulkrugman: I keep seeing alarmed articles about rising medium-term inflation expectations. For some reason, very few mention what see…
RT @johnauthers: Must Read: an authoritative Adam Tooze post on just how much trouble the Chinee economy is in. Chartbook #99 China under p…
RT @rubo_veiga: La newsletter de Tooze es top estos días. Chartbook #99 China under pressure, by @adam_tooze adamtooze.substack.com/p/chartbook-99…
In January 2022 Chinese credit growth hit a new record. But in February it slumped. Can Beijing walk the tightrope over easing China back to growth? Chartbook #99 just dropped adamtooze.substack.com/p/chartbook-99… https://t.co/Ejb8TjJ0wz
The omicron outbreak in Hong Kong is truly menacing for Beijing. Chartbook #99 on China under pressure. COVID rather than Ukraine might still rewrite the history of the last two years. adamtooze.substack.com/p/chartbook-99… https://t.co/6aP2nfaC12
The turmoil in China's financial markets in recent days has been dramatic. Chartbook #99 takes stock. adamtooze.substack.com/p/chartbook-99…
"RWE cautions against Russian energy ban” The debate in Germany goes on. I chronicled the umacrodebate in Chartbook #97 adamtooze.substack.com/p/chartbook-97… https://t.co/STcDzyKEmI
RT @business: Another Evergreen Marine vessel has run aground in the Chesapeake Bay, a year after a giant container ship owned by the same…
What else could go wrong in commodity markets you ask! How about the worst winter wheat crop in history in China … asia.nikkei.com/Business/Agric… https://t.co/TOTJZ55gWD
Poland as the 21st biggest economy in the world bids to replace Russia in the G20! Chartbook #98 on the wider shockwave from the war in Ukraine across Eastern Europe. adamtooze.substack.com/p/chartbook-98… twitter.com/maciej_stanke/…
The impact of the war in Ukraine is being felt in concentric circles moving outwards across Eastern Europe. Chartbook #98 surveys the scene. adamtooze.substack.com/p/chartbook-98… twitter.com/DanielFiott/st…
RT @heimbergecon: China locks down Shenzhen, an important manufacturing hub with 17.5 million people. This and lockdowns in other Chinese…
RT @malonebarry: Incredible. Ireland has decided to fast-track Ukrainian teachers through the registration process to teach in Irish school…
RT @RobinBrooksIIF: These are terminal rates in the coming G10 hiking cycle, using 2-year yield 2 years forward. Remarkable how Russia's wa…
RT @RobinBrooksIIF: OMT chatter in markets is picking up. If you think the ECB will hike later this year – which markets think – that will…
RT @tedfertik: don't know whether or not this analogy is a good one but I do know that this is a pretty impressive short summary of the dra…
"Dozens of factories in Shenzhen have already been ordered to close, including those of Apple supplier Foxconn, as the worsening outbreak tests President Xi Jinping’s commitment to the “zero-Covid” strategy" ft.com/content/243bcb… https://t.co/e5nfLO9drz
This by Lee Buccheit and Mitu Gulati on the fate of Ukraine’s $94.7 bn in outstanding debt, is predictably excellent. ft.com/content/27f279… https://t.co/u0GPkwr4zE
RT @gamesblazer06: Oil was at $125 in early March…. Now collapsing to $100. -20% in a blink of an eye.
Meanwhile, in other news Chinese stocks closed more than 7 per cent lower on Monday after authorities announced a six-day lockdown in the tech and manufacturing hub of SHENZHEN!!!! ft.com/content/243bcb… https://t.co/LZ0wnXEUhM
Bayer has threatened to suspend crop supply sales to Russia next year unless the country stops its attacks on Ukraine. ft.com/content/cf2c75… https://t.co/o8vyPpHtBo
German debate on an energy boycott Russia is reaching fever pitch. At the weekend Chartbook #97 surveyed the macroeconomic arguments. adamtooze.substack.com/p/chartbook-97… twitter.com/RobinBrooksIIF…
Imagine if Latvia’s banking system today was still the corrupt conduit for Russian money laundering that it was as recently as 2018. At least on that score we can count our blessings. Chartbook #98 on the East European fallout from the war in Ukraine. adamtooze.substack.com/p/chartbook-98… https://t.co/AybQqhz6TI
RT @suvajevs: @adam_tooze Just to add that a Baltic (Latvian) banking crisis of the scale observed in 08/09 would be unlikely due to the eu…
RT @IrvingSwisher: Larry Summers wants a recession. I think that is the most straightforward distillation of what he’s calling for https://…
Poland is not just receiving vast majority of refugees from Ukraine, it is also in financial frontline with zloty under severe pressure. Chartbook #97 on the East European financial front. adamtooze.substack.com/p/chartbook-98… https://t.co/LmgXDHyeZc
RT @edbrophy: The question has been posed @adam_tooze! twitter.com/SineadOS1/stat…
RT @70sBachchan: 14/ Germany weighs shutting Russian gas supplies. All that Climate system modeling is finally meeting its true political t…
RT @3eintelligence: Great analysis @adam_tooze on the economic and financial risks of #PutinsWar on Eastern European members of the EU with…
Eastern Europe in the financial frontline. Chartbook #98 just dropped. adamtooze.substack.com/p/chartbook-98…
How much would a boycott of Russian energy cost the German economy? The variety of plausible worst case scenarios seems to range btw 3 and 5 % including estimates by Goldmann Sachs. Chartbook #97 adamtooze.substack.com/p/chartbook-97… https://t.co/tHCldhePiD
Would a boycott of Russian oil and gas imports mean a catastrophe for the German economy? The question is being hotly debated right now. It seems to depend on how you define a catastrophe and how you model it. Chartbook #97 adamtooze.substack.com/p/chartbook-97… https://t.co/cK5LnYArdJ
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