A rising, flattening yield curve alongside calm break-evens may be signaling that tightening Fed will either overshoot & slow econ, or will successfully rein in inflation as supply/demand gently normalise. Or maybe not. @rbrtrmstrng @EthanYWu Unhedged ft.com/content/3bf4af… https://t.co/zdP9B0kQtA
“The correlation between crypto and equity markets has been trending up strongly. Crypto is now very closely tied to what is happening in equities. We can’t just dismiss it,” Tobias Adrian @IMFNews ft.com/content/45ca22… https://t.co/1zNsAZvA0b
RT @70sBachchan: 6/ What is ratio of Western coverage of Afghanistan famine to Ukraine? "one million children in danger of dying from maln…
RT @njtmulder: A book excerpt in @ForeignPolicy on a great historical reversal: in the early 20th century the US was the great abstainer fr…
@TheRealJVanWyck @NewStatesman @GavJacobson Thank you. Great association. And I’m actually wondering about the “between”.
RT @tomreadsgoodok: @adam_tooze – Jerome Powell should read this at the next Fed announcement: https://t.co/I2uaFIECnA
RT @Robert___Harris: Lucky to catch the end of the Ravilious exhibition in Devizes today. Sublime official war artist. https://t.co/oC8GBPY…
RT @rmischook: ‘The counterpart to a conception of history as process is a conception of politics not as rulemaking or ad hoc improvisation…
RT @OlyaOliker: Excellent thread. Helps explain why Moscow now demands binding treaties. My add: we can & do debate the history ad nauseam,…
Just 25m people around the world are fluent in standard programming languages, reckons Evans Data Corporation, a research firm—one for every 125 people in the global workforce economist.com/business/2022/… https://t.co/pVPz5q2syR
On January 13th Taiwan Semiconductor Manufacturing Company (tsmc), the world’s biggest contract manufacturer, said it would spend up to $44bn on new capacity in 2022. That is up from $30bn last year. $44bn, by one firm! Huge boom bust cycle to come? economist.com/business/2022/… https://t.co/SKP759S0ki
Commodities are a huge part of the Russian economy and, this really matters, supplies from Russia are a very big in several key commodity markets. economist.com/finance-and-ec… https://t.co/edPQsPjjlm
Nicolas Woloszko of the oecd, a rich-country think-tank, produces a weekly gdp index for 46 middle- and high-income economies, it shows us currently 2.5% below pre-COVID trend. economist.com/finance-and-ec… https://t.co/vDD7PWouRB
@ConStelz @thorstenbenner @tomasz_kurian Indeed, it is very complicated. I did my best to lay out in Crashed the most coherent narrative of 2013/4 I could manage. Would be delighted also to read a real blow by blow timeline on 2019-2021. I rely largely on Carnegie Moscow.
@thorstenbenner @ConStelz @tomasz_kurian Not at all. Thanks for pointing it out. @tomasz_kurian has sorted it. Its a subtle but important difference. Clearly claims made by some Russian nationalists are outrageous. Thats all I meant to say in very shorthand form. On 2013/4 we may differ. I laid out my take in Crashed.
@ConStelz @thorstenbenner I would not expect us to agree @ConStelz but I certainly do not expect to be traduced in translation. I was not given the chance to authorize the translation prior to publication. @tomasz_kurian has taken responsibility for that.
@thorstenbenner HI Thorsten its a lot to ask but did you read the English newsletter? The translation is seriously misleading and due to editorial SNAFUS was not authorized by me: "Russian nationalist simply dismisses Ukraine’s claim to statehood altogether. That is propaganda” NO question mark.
Netflix and drill …. Take a bow @TheEconomist headliners … take a bow! economist.com/finance-and-ec… https://t.co/McUQiKtpXR
On January 25th the imf cut its forecast for gdp growth in America by 1.2 percentage points, to 4%, for 2022, as part of its generally more sombre outlook on the world economy. economist.com/finance-and-ec… https://t.co/0rpzU0jLw1
RT @dmwoodruff: Good stuff on significance of Putin’s contestation of boundaries btw hard, soft, & financial power. @adam_tooze in Weber’s…
Behind all the minute-to-minute lurches is a market that is somewhat forward-looking. And what has the market now to look forward to? economist.com/finance-and-ec… https://t.co/6PCDgBy8oP
This is clearly an excellent cause. But I just want to note here that Germany has a separate branch of Church Labour Law … Kirchenarbeitsrecht. And when you think about it, it makes a lot of sense! de.wikipedia.org/wiki/Arbeitsre… twitter.com/zeitonline/sta…
RT @DEHEdgerton: 'Nationalism, Nairn argues, is always both good and bad. It must draw on particularistic and exclusivist elements from the…
RT @tomasz_kurian: Heute am Kiosk: Unser Ukraine-Russland-Spezial. Ein mir am Herzen liegender Text: Adam Toozes Analyse der russischen Wir…
RT @JoNoelting: Sehr lesenswerte Analyse der Situation rund um den Ukrainekonflikt von @adam_tooze in der @berlinerzeitung https://t.c…
@PRoufos PRECISELY … why Anderson of all people would ever agree to such a characterization I dont get. “Prehistory” in the Marxian sense, ok. But meaningless or irrational? The incoherence suggests to me that there is some other attraction in play for him in this notion of “realism”.
@PRoufos Totally agree. There is a deep sympathy which I think circles around this spurious idea of “realism”, which as much as anything is a matter of “Haltung”/attitude/posture another link back to Weber.
@Theophite @70sBachchan The issue here may be Ukraine! How does Namibia compare to Poland?
I am sure the ECB is, indeed, very grateful to Sergo Mattarella! twitter.com/Lagarde/status…
RT @Paolo_Bernardi: @business @adam_tooze This is bigger than it appears. It means far right and Lega are breaking up. Also Giuliano Amato…
RT @leee_harris: “In what world does it make sense to describe the Eurozone crisis, the Ukraine crises, the refugee crisis as essentially c…
The Allure of Dark Times, Back in 2017 in history & theory, @stefeich and I unpicked the association btw Max Weber’s Politics as Vocation & the claim to realism. Chartbook #75 brings that critique to bear on contemporary debates about EU/history/politics. adamtooze.substack.com/p/chartbook-75… https://t.co/UfwihUTM6i
RT @business: Sergio Mattarella was re-elected as Italy’s president, offering relief to investors by setting up former European Central Ban…
Btw history as mechanism/ politics as rule-making, & history as “irrational events”/politics as improv, there is history as process/politics as project. 2 pieces on Middelaar’s vision of EU @NewStatesman @GavJacobson newstatesman.com/ideas/2022/01/… & Chartbook #75 adamtooze.substack.com/p/chartbook-75… https://t.co/irfcHMEff2
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