ADAM TOOZE

RT @rofarias: Recomendo a assinatura da newsletter do @adam_tooze. No número de hoje, ele apresentou a lista de leituras da disciplina “App…

This fall I got to teach the “approaches to international and global history” course on the joint Columbia/LSE MA. We read a bunch of fascinating stuff. Chartbook #60 takes stock of a stimulating term. Check it out here and sign up for the newsletter. adamtooze.substack.com/p/chartbook-60… https://t.co/XKw4ujgxad

RT @LouisaD__: just witnessed an ice cream man’s funeral and all the ice cream vans came and followed in solidarity I AM SOBBING https://t.…

Xmas care packages from Germany for UK-based academics … 🙂 twitter.com/NeilGregor1/st…

Why we (perhaps) should give money to children, but not to lovers. @CameronAbadi and I talk economics, autonomy, preference-guessing, asymmetric information and xmas presents. Plus the Pentagon and Walmart. foreignpolicy.com/podcasts/ones-… https://t.co/jgiwnHbrkm

The FOMC committee thinks, with a high level of unanimity, that a short raising cycle, topping out at 2.5 per cent, will ensure that inflation is …. transitory. THANK YOU @rbrtrmstrng ft.com/content/024e45… https://t.co/8Fd6GIl4Lb

Overall coal demand — including its use in steelmaking, cement and other industrial activities — is forecast by the IEA to grow by 6 per cent in 2021 to just over 8bn tonnes. That puts demand on course to a new all-time high as soon as 2022 ft.com/content/ab8933… https://t.co/EBzBY1c7Ii

And why, from first principles, cash payments on Valentines are out … I hope that bit made the cut. @CameronAbadi @lrosbrow twitter.com/CameronAbadi/s…

Palantir, a data analytics firm best known for its ties to national security community, plans to shift its entire UK data processing operation from the US, ahead of what experts are calling a global “regulatory tsunami” affecting cross-border data flows. ft.com/content/76fa6a… https://t.co/T6V3ZTgmJ3

Chartbook #60 just dropped "Books we read in International and Global History HistGR8930: A fall 2021 retrospective: Sign up for the chart book newsletter here: adamtooze.substack.com/p/chartbook-60… https://t.co/uWCLPVWOHf

So the good news is that the US has more charging stations per EV than …. India. The bad news … practically everyone else has more. China three times more. S Korea …. nine times more. thedailyshot.com/2021/12/13/us-… https://t.co/uYX7qVrWzS

"It is striking, however, that no central bank really seems to have changed the (very similar) way they think the economy and inflation work. All three expect inflation to abate in the second half of next year.” Just don’t call it transitory! ft.com/content/2d7d74… https://t.co/QNwZuLxBKy

Dollar seems overvalued on PPP basis and to have all fundamentals going against it, and yet, there it is … @bcaresearch via @SoberLook thedailyshot.com/2021/12/13/us-… https://t.co/WBkX0sDo3H

“Uprooting the debt brake” – Will be interesting to see how FDP Lindner deals with harsh criticism from the CDU over his accommodation on domestic budget with SPD and Greens. twitter.com/rbrinkhaus/sta…

"After inflation subsides, the new “new normal” will probably look a lot like the old “new normal,” which worried everyone in the years leading up to the pandemic.” Excellent this by @rbrtrmstrng on Thursday. ft.com/content/024e45…

"The European Central Bank’s decision, by contrast, was more balanced.” I’m just going to put that there. ft.com/content/2d7d74… https://t.co/YnOQXDFf7m

"We’re all in the transitory boat now. That was upshot of 3 big cb meetings this week. Headlines told different stories .. but all 3 cb are united in strategy: don’t stifle labour recovery and hope inflation moderates overnext year.” Here here @rbrtrmstrng ft.com/content/bb5754… https://t.co/7GA4Oae8tA

If you had continuously rebalanced your portfolio to hold only top 5 stocks in S&P500 this is what it would have looked like. Completely abnormal right? 5 times peak tech-bubble. I actually find this quite hard to wrap head around. thedailyshot.com/2021/12/13/us-… https://t.co/GH9IfHNZd4

RT @FilmendeFietser: A newly built village, with gentle density and different architectural styles. Designed around people and nature. Who…

@vpalsmith33 Oh that was because you got the stripped down version for those who aren’t signed up for a full subscription 🙁 sorry. It supposed to be a teaser not come across as a typo. Maybe I need to make that clearer …. 🙂 Fail on my part.

@vpalsmith33 ? Didn’t I? https://t.co/Mt2YShLFfB

@vebaccount @AlanSmithee1987 I have tried and tried …

RT @DuncanWeldon: Dear American economic debate – I bring greetings from the future. twitter.com/jburnmurdoch/s…

RT @M_C_Klein: Just eyeballing it but the yield curve right now seems almost perfectly consistent with the median dots published today. 1y4…

@frankr_colson @williamnhutton What have I got to do with it?

RT @thespacesmag: David Adjaye’s biophilic Winter Park library complex opens in Florida thespaces.com/?p=104440 https://t.co/5GIewzHKPE

@vipibozz @frankr_colson Yeah. Precisely. Gotta stop doing that. Hmmm …..

Wirklich interessante Diskussion mit @JennyGnther über Deutschland, EU, Corona und Jurassic Park. Ihr podcast macht wirklich Spass! youtube.com/watch?v=gAqMFB… https://t.co/8tWB4jHjZI

@frankr_colson ?

With RCEP, world’s biggest trade deal, due to come into effect in Asia on Jan 1, Japan stands to benefit most. asia.nikkei.com/Economy/Trade/… https://t.co/lp2fKnn4Zv

Japan's nominal per capita GDP stood at $39,890 in 2020, 25% higher than South Korea's $31,954 and 42% higher than Taiwan's $28,054. On current trends, by mid 2020s they will likely overtake their former imperial rulers. asia.nikkei.com/Economy/China-… https://t.co/XE5x9xYeMi

Great explainer this from @NikkeiAsia team on the dynamics of global chip industry. Growth most rapid at cutting edge. But bulk of current expansion is in mature technologies where fabs may face massive overcapacity. asia.nikkei.com/Spotlight/Supp… https://t.co/RmSiM9Xt42

Global semiconductor manuf investment was c. $100bn pa 2017-2020. Now it has leapt to a new high of $150bn in 2021. Sign of a glut to come? Cycles are typical in the industry, but this is bigger. asia.nikkei.com/Spotlight/Supp… https://t.co/0r00tp5Ni7

China's economic size is expected to surpass that of the U.S. in 2033, not 2029 as predicted a year ago by the @ Japan Center for Economic Research, asia.nikkei.com/Economy/China-… https://t.co/9aAp3BJggN

@TimHarford @matthewsyed @romanmars @CardiffGarcia @juliagalef @tylercowen Thank you Tim!

"No one has any visibility in the next two years,” "Figuring out how many orders are 'double orders' and even 'phantom orders' is a million-dollar question,” On the bullwhip in the chip industry. asia.nikkei.com/Spotlight/Supp… https://t.co/JsxODD5MRt