February 28, 2022
RT @LukasSustala: We are witnessing an Emerging Markets crisis unfold in hours and days, what usually takes weeks and months to unfold. #Ce…
RT @LukasSustala: We are witnessing an Emerging Markets crisis unfold in hours and days, what usually takes weeks and months to unfold. #Ce…
When I think about it, I realize that what I love twitter for is all the excellent ‘splaining that goes on. Thank you @Jardine_bradley for bringing the Tajik blowback to our attention! twitter.com/Jardine_bradle…
@bhbradlow The signs, @colbyLsmith suggests, say no. ft.com/content/8ecaad…
Are we heading for the “Tsar Bomba Tantrum"? Russia sanctions don’t just freeze national assets, they cut off $300bn in funding to money markets (Pozsar). Add the general run into $ safe haven -> nasty squeeze on global dollar system. Will Fed react? adamtooze.substack.com/p/chartbook-89… https://t.co/KfX1sqWEXO
Are we heading for the “Tsar Bomba Tantrum"? Russia sanctions don’t just stop national assets, they cut off $300bn in funding to money markets (Pozsar) add the general run into $ safe haven -> nasty squeeze on global dollar system. adamtooze.substack.com/p/chartbook-89… https://t.co/UEDcb8gyVA
You can think of Russian reserves as national cushion we stripped away. But from macro financial point of view they are petrodollar funding flow we just cut off (Pozsar) -> squeeze on $-system at time of general panic and run into $ Chartbook #89 adamtooze.substack.com/p/chartbook-89… https://t.co/KbLVKWwHPe
There is going to be a lot of talk about sanctions and $, China, alternatives to SWIFT etc. But right now the dollar still rules & the risk is of global dollar shortage. Chartbook #89 Russia's financial meltdown and the global dollar system. adamtooze.substack.com/p/chartbook-89… https://t.co/XSt6qAQ4sL
RT @OwenWalker0: Shares in Raiffeisen, the Austrian bank that generates almost one-third of its profits from Russia, are down 18% this morn…
RT @jordanschnyc: @adam_tooze , terrified, on tonight's edition of ChinaTalk https://t.co/tHKy0cpw2n
RT @dwnews: Russia's war on Ukraine has displaced over 7 million people, the European Commissioner for Crisis Management has said. "We are…
Are we getting the narrative of Russian military failure wrong? Was Hostomel not a coup de main on the airport but a deep operation aiming to disrupt Ukrainian rear area and facilitate seizure of Chernobyl land bridge? Would really appreciate your take @RALee85 @KofmanMichael twitter.com/bazaarofwar/st…
RT @bazaarofwar: I still don't think anyone appreciates the significance of Russian operations at Hostomel airport. It's ~75 km from the r…
RT @kjhealy: I know sober thinking on this topic goes back 70 years at this point, but nuclear arsenals just drop negative infinities into…
RT @JenMcPherson55: Breaking news: UPDATE: Russian ruble continues to drop, now down 41% against the U.S. dollar in early trade – REU
Ruble has plunged to 116 v. Dollar v. 84 on Friday. More to come, most likely. twitter.com/SaqibReports/s…
RT @franakviacorka: Belarusian lieutenant colonel addressed the military. "Our boys are now sitting in the woods of Belarus, probably prepa…
RT @elinaribakova: No more exit for foreign investors from Russia. They are now locked in https://t.co/2HL0HENXPs
This is a great list though I fear somewhat overoptimistic towards the end. twitter.com/EliotACohen/st…
@ntrickett16 But my reading is not wrong I hope. I thought your take was super useful and smart in bringing macroeconomic clarity to the situation.
RT @iguardans: An Ukranian sailor has been arrested in Mallorca after sinking the yacht of his Russian wealthy boss. Boat owner is Alexand…
RT @nchrysoloras: We have the names of the Russian oligarchs set to be sanctioned by the EU. This is an earthquake (another one). Details o…
RT @AFP: #BREAKING EU countries will provide 'fighter jets' to Ukraine under Brussels funding: Borrell https://t.co/tkmHfrhhlf
@anbusch @COdendahl Yeah. Seems I was wrong about that. Apologies. Took it down.
RT @shashj: My piece on Putin's order to move nuclear forces to a "special mode of combat duty". In peacetime Russia's command system can't…
RT @vsualst: Just for folks who don’t do FX/or are without BBG/Reuters, we’re not seeing any activity on ruble yet. No one is making a mark…
RT @70sBachchan: @sophiepinkhmmm German Finance Minister Christian Lindner: "Renewable energy is the energy of freedom." https://t.co/YR3Ti…
This is seriously worrying … if Putin strips out the military leadership is there any countervailing force in the military command chain? twitter.com/AVindman/statu…
RT @yodifiji: Just spoke w/ Nigeria Minister of Foreign Affairs and he’s just now spoken to his 🇺🇦 counterpart Ukrainian Minister of Foreig…
“I have great confidence effects of these measures will be felt immediately in Russian financial markets,” a senior US official said. “without Russia having the ability to defend its currency, it will go into freefall.” ft.com/content/1a9e01… And then? adamtooze.substack.com/p/chartbook-88… https://t.co/7NAIiCVYLJ
RT @AgathoniaMedia: "It isn’t the financial sanctions alone that explain this dangerous escalation, but the combination… – Russian milita…
RT @xriskology: Günther Anders wrote about "Apocalyptic Blindness." The fact is that Putin could unilaterally destroy the world. This could…
@ryan_trollip @DiMartinoBooth Agree. Von der Leyen sounded quite emphatic but they are hopelessly unclear.
What has been missing so far is a major patriotic rally on the Russian side. Is this the beginning? twitter.com/AFP/status/149…
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