January 24, 2022
Brace for electricity prices to add roughly 2% to UK inflation through early 2023. H/t @SoberLook thedailyshot.com/2022/01/20/inv… https://t.co/byTCM9sAd4
Brace for electricity prices to add roughly 2% to UK inflation through early 2023. H/t @SoberLook thedailyshot.com/2022/01/20/inv… https://t.co/byTCM9sAd4
"The issue is not ‘Draghi as the only potential guarantor of reforms’, but what happens when an equilibrium is broken and domino effect is triggered in a totally unpredictable way.” @NathalieTocci ft.com/content/462699… Pairs well with Chartbook #70 adamtooze.substack.com/p/chartbook-70… https://t.co/kxKbG0Bz5B
In Dec 2021 services, food, energy and other goods all pushed up UK inflation. thedailyshot.com/2022/01/20/inv… https://t.co/8GKw3w6aSd
RT @RevueDemocratie: INTERVIEW | @KatharinaPistor « Le capital est codé par la loi, principalement dans une poignée d’institutions de droit…
"the US and its western partners have for months fought a remarkably public war of words against the Kremlin’s perceived menace.” This by @HenryJFoy on the West’s public diplomacy is rather good. ft.com/content/3510f7… https://t.co/SPmPtOr9gA
Yeah! Things in the eurozone are a bit wacky right now. German producer prices v. Dutch consumer confidence. H/t @SoberLook thedailyshot.com/2022/01/20/inv… https://t.co/Hk48xNulnV
RT @EdwardGLuce: This @adam_tooze narrative timeline of the degeneration of Russia-Ukraine situation is the best I've read. Refreshing to g…
Is China’s cyberspace regulator about to issue new rules that would give it a say over investment or fundraising plans of any platform company with more than 100 million users, finance.yahoo.com/news/china-cyb… https://t.co/6nxAaiTNJx
The recovery from COVID has seen Japan’s exports rebound to record levels exceeding even the highs before 2008. thedailyshot.com/2022/01/20/inv… https://t.co/in0LjxsGhL
China will expand high-speed rail network to 50k km by 2025 adding 12k km = more than combined length of high-speed rail networks in Spain, Japan, France, Germany and Finland last year, which was 11,954km, scmp.com/economy/china-… https://t.co/gn7YUGrgbd
The five most prominent listed Chinese ai specialists are collectively worth nearly $120bn (see chart 1). The biggest of them, Hikvision, has a market value of $60bn. Also a target of US sanctions. economist.com/business/2022/… https://t.co/zJaqnFnEGB
Shanghai has revealed its 2022 plan to spend more than CNY200 billion (USD31.5 billion) 5% of city GDP on major construction projects, involving railways, fifth-generation wireless networks, industrial internet clusters, and water conservancy. yicaiglobal.com/news/shanghai-… https://t.co/8kI2gfIy7c
In US, UK, Ger, Jp debt-based finance is taxed at rates that are 3.8-6 % lower than those on equity investments @OECD -> more indebtedness. Value of outstanding debt securities amounts to $123trn, exceeding the $106trn in listed equities globally. economist.com/finance-and-ec… https://t.co/RcZoaAaxW5
After a year of 8.1% growth Shanghai has become the second Chinese city after Beijing to surpass the CNY4 trillion (USD630.5 billion) mark for annual gross domestic product. yicaiglobal.com/news/shanghai-… https://t.co/WqVgcmTUui
The value of assets stored in the emergent decentralized financial system (DeFi) has climbed from less than $1bn at the start of 2020 to more than $200bn today economist.com/finance-and-ec… https://t.co/XPTbil5pqN
'capital is showing its intention to cross the line’ Tough talk on the platform economy from Beijing. Global Times via @niubi sinocism.com/p/corruption-i… https://t.co/Ut4LtPhXeI
Pre COVID shipping times for China-Europe route for were longer than China-US. US times have doubled and converged with European. economist.com/finance-and-ec… https://t.co/5Z5GqrgtVv
Can Ethiopia’s economy come back from the shock of war. african.business/2022/01/trade-… https://t.co/ApNNZYMoIN
Why have US banks sold off? Rising interest rates are generally thought to be good for profits. But huge wage bills and the ebbing of the 2020-21 boom are taking their toll. economist.com/finance-and-ec… https://t.co/5MFCUoyPcc
“They’re $13 billion short on purchases and there are seven key areas where they have yet to perform.” The Biden admin wants to hold Beijing to Trump’s Phase I deal before lifting tariffs. bloomberg.com/news/articles/…
What will be the impact of Omicron on China? @TheEconomist thinks it will be mainly on China’s own consumers rather than global value chains. economist.com/finance-and-ec… https://t.co/KMJyxAv86T
"Does air conditioning save the lives of people who might otherwise die without it? The answer is, indisputably, yes." This by @faineg in @ForeignPolicy on the prejudice against cooling is excellent. foreignpolicy.com/2022/01/16/cli… https://t.co/iX4eQltmqv
Foreign corporates wanting to tap into Taiwan’s savings issue “Formosa bonds” – 2021 the outstanding value of dollar Formosa bonds alone was $195bn, compared with $84bn 2015. Part of privatization of Asian financial flows. economist.com/finance-and-ec… https://t.co/TrTIfNXjdd
By end of 2021 the US was fully utilizing its LNG liquefaction and export capacity. thedailyshot.com/2022/01/20/inv… https://t.co/5mWWuOSdqY
Once Asia’s fx assets were overwhelmingly held in form of official reserves. Now private holdings predominate. @TheEconomist economist.com/finance-and-ec… https://t.co/ZMOIxwi6FO
Calm before the storm? LNG deliveries to Europe are moderating the record gas prices. thedailyshot.com/2022/01/20/inv… https://t.co/wSFPbjzxDc
Since classic age of Ben Bernanke’s savings glut, combined foreign financial assets of ten Asian exporters rose from c. $8trn in 2005 to c. $28trn in 2020 -> 20% share in global foreign-held financial assets economist.com/finance-and-ec… https://t.co/lXVbw4zGDc
RT @MarioRios1989: Esto que publica @adam_tooze en su newsletter Chartbook es de lo mejorcito que vais a leer sobre la crisis en Ucrania. R…
China is expected to overtake the US as the top source of incremental oil demand this year. thedailyshot.com/2022/01/20/inv… https://t.co/YEKNiFz9ja
RT @virginiahume: Explaining “interoffice mail” to a 25-year-old. Re all the crossed off names, I said “it was like the borrowing card in t…
RT @andrewbatson: It's official: China is now in a construction recession. Real value-added of the construction sector has declined on a ye…
RT @ArmandDoma: it is pretty wild that between 1980 and 2005 the US decided “nah, we have enough doctors” and barely anyone knows about it…
America's offensive against Huawei crippled the #3 corporate R&D operation in the world economy. twitter.com/berthofmanecon…
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