"Non-US buyers of Treasuries get a relatively attractive yield even on a currency-hedged basis. With the Bund still below zero, getting paid 1% on Treasuries should be appealing.” @SoberLook thedailyshot.com/2022/01/18/us-… https://t.co/GdFA1NIN7B
America’s West Coast ports are still clogged up. thedailyshot.com/2022/01/18/us-… https://t.co/WSZaptFQ6t
RT @wildebees: Someone has done a price time series based on James Bond's meals! (From @adam_tooze's excellent newsletter) https://t.co/Q…
RT @Matthew_Kohut: Sadly, the best new acronym award goes to BUMR (Brazil / USA / Mexico /Russia), 4 big countries with high excess COVID…
Yield, not woke …. What a phrase! @DanielaGabor landing it this morning! twitter.com/DanielaGabor/s…
Young workers in the US are seeing remarkable wage gains. 10% surge for workers 16-24. thedailyshot.com/2022/01/18/us-… https://t.co/cA0WGV3BrC
A jump in consumer credit has helped to fuel consumer demand in the US in 2021. @bcaresearch via @SoberLook thedailyshot.com/2022/01/18/us-… https://t.co/cLk1yyC0CO
You’d have to really want a car to try to buy one in the US right now. @SoberLook thedailyshot.com/2022/01/18/us-… https://t.co/ufYimMfPZi
The post-COVID surge in US retail sales is over. Back to pre-COVID trend. thedailyshot.com/2022/01/18/us-… https://t.co/8rZKrurGF7
RT @DouthatNYT: Read @adam_tooze on the Ukraine situation: adamtooze.substack.com/p/chartbook-68…
@Anniek121 Its a German thing "Ruf an Uni x" or "Ruf auf Professur x". But publishing them on a website is unusual.
The inflation debate in Germany is getting so intense they are projecting @BachmannRudi Bladerunner style onto the side of buildings. For some more on the discussion see Chartbook #71 adamtooze.substack.com/p/chartbook-71… twitter.com/BachmannRudi/s…
@MichaelHolmanLR @drpollyjones I would strongly recommend reading Stalingrad first …. Very different book but the narrative follows through in crucial respects and it would be very hard to go backwards from Life and Fate to Stalingrad.
RT @shifrinson: That many of the same people arguing for the Kosovo and Libya operations also allege NATO is purely a defensive alliance an…
RT @felicianolopezh: Insightful piece of work by @adam_tooze about Italy and the EU. It would be great to read something similar focused o…
RT @drpollyjones: So much love for Grossman and Life and Fate! The edition is out in April (this really was HOT off the press). More detail…
RT @mattyglesias: Under-appreciated that even on making multinational corporations pay more taxes — a classic populist issue with good poll…
RT @Rainmaker1973: The commercial aviation industry has changed a great deal since it first became an integral part of the way we travel. T…
RT @YaminTadjeddine: Pour ceux qui ne l'aurait pas vu, @arte ce soir rediffuse cet excellent documentaire. avec l'excellent @adam_tooze. Pa…
RT @ByERussell: Emirates is suspending flights to 9 U.S. cities — Boston, Chicago, Dallas-Fort Worth, Houston, Miami, Newark, Orlando, San…
RT @RobinBrooksIIF: Rising energy prices in Europe are NOT a hawkish signal for the ECB, since they're a symptom of rising tensions with Ru…
So, there’s populism, post factual politics, the usual suspects and then there is sensationalist inflation scare-mongering. One of the fascinating things about the German debate right now is it begs question of where you draw the line. See Chartbook #71 adamtooze.substack.com/p/chartbook-71… https://t.co/uANMYPtsoT
@ChrisHopkins99 @davies_will @tedfertik @DanielaGabor Its one of the eddies generated by @DanielaGabor idea of a revolution without revolutionaries. Except in case of Blackrock I think Daniela is very skeptical that there is any kind of revolution at all.
@ChrisHopkins99 @davies_will Its a thing. The public sector equivalent is the way central bankers have to insist that they are DEFINITELY not monetizing COVID debt and all they are doing is "ensuring financial stability" (i.e. backing up hedge funds). @tedfertik @DanielaGabor
RT @CyrilPedia: Good question @adam_tooze 'Specifically, has the imperative to hold Italy in line with the euro, through the presidential…
Average cost of attending private universities accounts has risen to over 70% of U.S. median household income, up from just over 50% two decades earlier bloomberg.com/opinion/articl… https://t.co/UkDT4kfhBB
Hispanic Voters Now Evenly Split Between Parties, WSJ Poll Finds Republicans have made rapid gains among a crucial voting demographic that has long favored Democrats wsj.com/articles/hispa… https://t.co/xQLuUbFnES
Gonna be a lot of talk about relationship btw Treasury yields & growth stocks in coming months. But what is the relationship? Turns out this chart is a bit of a Rorschach blot. Grt analysis from @rbrtrmstrng & @EthanYWu at Unhedged newsletter! ft.com/content/fd1f9a… https://t.co/dZ0yl0z4Zk
While other major miners have shunned lithium — taking view that abundance of material in the earth’s crust will cap margins — Rio’s chief executive Jakob Stausholm reckons the company can exploit a looming supply gap by moving quickly -> Serbian project. ft.com/content/a930ec… https://t.co/ehU29tpJZm
“Black rhetorical abundance” Listened to this fabulous conversation btw @tressiemcphd & @KieseLaymon on the @ezraklein show. They talked about writing and the ethics of revision. Truly fascinating! Highly, highly recommended. nytimes.com/2021/11/09/opi… https://t.co/TIuIEhnfIp
On 14 January 2022 German Bunds were left as the only 10-yr government bonds still with a negative yield. @AcornMacro via @SoberLook thedailyshot.com/2022/01/17/las… https://t.co/I0KAbyT9fF
Rio Tinto has pushed back the timeline for first production from its new lithium mine in Serbia by at least a year because of slow progress in obtaining the licences needed to complete a key environmental assessment. ft.com/content/a930ec… https://t.co/0ASZJhwh5Z
Chartbook newsletter #71 maps a bubbling debate about inflation in Germany. adamtooze.substack.com/p/chartbook-71… Yup. It really IS being debated … But then what happens? Latest indicators show Inflation expectations collapsing. twitter.com/DanielKral1/st…
Bonds have sold off worldwide in January 2022. thedailyshot.com/2022/01/17/las… https://t.co/KBj48dH3Rm
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