December 8, 2021
RT @ira_joseph: So glad you researched this point. It’s been bugging me this whole time. It helps explain some of the gas demand inelastici…
RT @ira_joseph: So glad you researched this point. It’s been bugging me this whole time. It helps explain some of the gas demand inelastici…
@policytensor @Claudia_Sahm Bringing another voice into the conversation I’d be interested to hear what @M_C_Klein thinks of your analysis of de-anchoring. Matt focuses on consumer behavior as the absolute bedrock. You on sluggish price-setters.
RT @boes_: "The connection between monetary aggregates and either growth or inflation was very strong for a long, long time, which ended ab…
Kukies as Scholz's point guy on Europe/econ in Chancellory is reassuring. twitter.com/heimbergecon/s…
Spain's tourism-reliant sectors have taken a terrible beating! twitter.com/nghrbi/status/…
RT @fwred: 🇪🇸 The shock facing the Spanish services sector is phenomenal.
RT @Noahpinion: Inflation expectations heading back down. Suggests that the Fed's taper and talk of rate hikes is having the intended effec…
RT @heimbergecon: You cannot make this up: new German finance minister Lindner says that Greek "reforms" are a role model for Germany. Jus…
RT @metesohtaoglu: #China– International shipping giants validated that crews are required to deal with a 7-week quarantine. Chinese seafar…
Energy efficiency is the most potent tool for achieving net zero. But investment is half what is needed and R&D investment globally by governments is no more than $5bn! ft.com/content/48ca78… https://t.co/N04Fjsr14I
In much of the world “cooling is no longer something that should be considered a luxury; it’s an issue of sustainability” which itself poses huge challenges to the CO2 equation. After China, India is the next driver of a huge surge in AC. ft.com/content/771a20… https://t.co/MbHJD2hUZs
Supply-chain bottlenecks quantified. Flexport’s new Ocean Timeliness Indicator doubles since Q32020. ft.com/content/bd03cb… https://t.co/G4cBrtUWSI
Google, Facebook and Amazon control more than half the global advertising market outside China as the pandemic accelerates the industry’s digital transformation and decline of traditional media. ft.com/content/bcbc86… https://t.co/Kq24ljKMy9
French industrial production crashed in 2008 and has not recovered. Spanish numbers show similar pattern. Has anyone done anything good on DEINDUSTRIALIZATION in EZ after 2008 as opposed to just general stagnation? @MESandbu @ErikFossing thedailyshot.com/2021/12/06/the… https://t.co/npBS0V5uns
Other than food services, the major sector of the US economy to have seen dramatic fall in employment is nursing homes. Down >500k jobs. thedailyshot.com/2021/12/06/the… https://t.co/EujqC4zYib
The parochialism of America’s political class, example #45790769079 twitter.com/mkarolian/stat…
Transport energy use varies dramatically with density of urban population. Data TUMI initiative via @SoberLook https://t.co/R5uDxESZXb
RT @edbrophy: @adam_tooze An escalation of your “Climate Kalecki moment”? Or alternatively outright political-economic intimidation. Either…
RT @TaubHistory: Every year I see this, and every year I laugh. https://t.co/1gN00358Cs
RT @Drachinifel: When your orders to take the last outpost of an occupied European nation leave you calculating how to attack the primary f…
So here’s a new one: The cowed "majority of “key stakeholders” in industry and politics agreed on the risks of fossil under-investment, but were unwilling to say so openly.” Says CEO or Aramco threatening hell fire unless investment continues … ft.com/content/892310… https://t.co/mlJRSswuJJ
RT @olgatuleninova: Heinrich Buntzen (Danish painter) 1803 – 1892 Raphael's studio in Rome's Borghese gardens, s.d. oil on canvas 27 x 36…
@RobinBrooksIIF Precisely. On that very important condition Italy IS just another AE. France v. UK is instructive. Similar debt to gdp, France has lower yield because it has a chunkier CB behind it, less e.r. volatility and lower inflation expectations, ditto Ger v. Aus.
RT @DavidBeckworth: Great piece by @talmonsmith that provides more evidence that the level of demand is not on an explosive trajectory as m…
Aramco announced on Monday a deal to raise $15.5bn by selling a minority stake in a newly-formed gas pipeline venture to a consortium of investors led by Blackrock ft.com/content/892310… https://t.co/D96O5jRG6k
CEO of Aramco calls on global leaders "to continue investing in fossil fuels or run risk of spiralling inflation & social unrest that would force them to jettison emissions targets.” So, you can have your targets so long as you don’t acually pursue them! ft.com/content/892310… https://t.co/HapzKjXCqp
In the UK, one recent study has estimated that 54 per cent of electricity supply is lost before power reaches the consumer because of the inadequacies of the distribution network. ft.com/content/ddad22… https://t.co/ng87bChtsH
Since 2015 the correlation btw Chinese and other EM growth has dramatically attenuated. ft.com/content/1d3782… https://t.co/oev4tgLEZg
RT @Muinchille: This is the 100th anniversary of the signing of the Anglo-Irish Treaty. So today is the 100th birthday of the modern United…
More news of intensifying contacts btw UAE and Iran. ft.com/content/0ac9f4… Placing Iran at the center of a West Asian complex – as I do in Chartbook #56 – should not deflect from seeing it also in the context of Gulf/Yemen axis. adamtooze.substack.com/p/chartbook-56… https://t.co/eMXQvRLRYZ
EZ is a classical debt regime in microcosm: yields correlate with debt/GDP. True only in a very vague sense for other AE. Presumably monetary sovereignty is the key @RobinBrooksIIF Non? thedailyshot.com/2021/12/06/the… https://t.co/YWJjysJZZ4
@TimHarcourt @1petermartin My sincere condolences. Geoff was a remarkable teacher and colleague. A full person.
RT @JFMercure: Interview today about our @NatureEnergyJnl paper on global energy geopolitics, great questions from @politicalham ! @EeistP…
@CalibreObscura @blueboy1969 What is the instrument they are using to aim them? What kind of training is necessary to competently launch these rockets? Would seem these must be folks with considerable education. Engineers?
@GreySmithereens @Jackie_Downn @triofrancos The question of “realism” rears its ugly head.
© 2025 Adam Tooze. All Rights Reserved. Privacy policy. Design by Kate Marsh.