November 23, 2021
To judge by real rates the US bond markets are firmly committed to team transitory. ft.com/content/33fbbf… https://t.co/NKt9TOJxO7
To judge by real rates the US bond markets are firmly committed to team transitory. ft.com/content/33fbbf… https://t.co/NKt9TOJxO7
The outlook for the end of 2021? (Tranistory) Growthflation! Q4 annualized GDP growth coming in at 8% in nowcast. ft.com/content/33fbbf… https://t.co/LAA6On3VL3
Erdogan compared the struggle over financial stabilization to the one Turkey fought against foreign occupiers in the aftermath of WWI, which culminated in the foundation of the modern Turkish republic in 1923! This can’t end well. ft.com/content/42c4a4… https://t.co/dRaKnXBCE5
Evergrande’s hard road ahead. A calendar that will continue to drive the "China real estate”-story. ft.com/content/6840fc… https://t.co/3k7hHNhEUk
IMF’s executive board approved a long-delayed $700m disbursement to Ukraine on Monday, propping up war-torn country amid fears that Russia was plotting a deeper invasion. Has anyone written about Russia’s position on IMF in relation to Ukraine? ft.com/content/f7f90e… https://t.co/Mnhwp9Sswb
Dove-ultra-dove: “While the reappointment . . . of Fed chair Powell was market’s base case, there was a significant rise in chances of a perceived dovish Brainard for the role.” ft.com/content/787215… https://t.co/HoStxoE9MJ
Estate of JRR Tolkien, the author of the Lord of the Rings, has successfully vanquished a cryptocurrency that styled itself as “The One Token That Rules Them All”. The Tolkien estate said it had now recovered the JRRToken.com domain name ft.com/content/fe9837… https://t.co/e8q3yOExDX
Brazil’s Fin. In Guedes described Bolsonaro’s new cash transfer programme, Auxílio Brasil as a “Milton Friedman minimum income concept”. ft.com/content/933c98… https://t.co/ddhFpKMg2t
Last week @StateBank_Pak raised benchmark interest rate by 150 basis points, to 8.75%, as the country battled rising inflation, a depreciating currency and a widening current account deficit. Bank boss @DRezaBaqir ex-IMF, warns of taper tantrum. ft.com/content/7c3405… https://t.co/ctVzmCqZ1n
“Of course [the banks] are wrong. Either they are wrong or they are militant politically. They are trying to affect the election . . . They still did not accept the election of Bolsonaro,” Is Brazil’s Guedes going rogue? ft.com/content/933c98… https://t.co/RhnfgfrRF1
The Great Resignation. On the current @OnesandToozePod @CameronAbadi and I get into how to make sense of the current surge in quits. foreignpolicy.com/podcasts/ones-… https://t.co/HrbLdFWgKX
IF – big if – Franco-Italian axis becomes a real factor, does it presage a more formalized divide within Eurozone btw big high-debt v. Small low-debt conservatives states? Why would France want that? How will Germany align? ft.com/content/2fceef… https://t.co/nMIDJKKJ4X
How the giant options market on Tesla shares. This is fascinating and disturbing by @RobinWigg At one point does this kind of equity market anomaly become a financial stability issue? ft.com/content/17f0cd… https://t.co/v9xtRSU46p
RT @RobinBrooksIIF: Foreign investors are pulling money out of South Africa at a record pace. The strong Rand in H1 2021 was misleading, si…
RT @Hendrik_Reinke: Update meiner Lieblingspodcasts zu #Wirtschaft und #Politik: 1. bto – beyond the obvious 2.0 @thinkBTO 2. Streitkultu…
RT @michaelxpettis: Those who want to follow the Chinese economy should regularly check out @jordanschnyc's "China Talk" https://t.co/JttE…
Cars, trucks and other motor vehicles, with shorter average lifetimes but high capacity costs and a vast number of discrete units, represents roughly twot-hirds of the value of emitting assets but less than 10% of committed emissions nature.com/articles/s4158… https://t.co/uxgk8TOSmk
The U.S. is a major importer of farm nutrients, sourcing 20% of its urea and 40% of its ammonium nitrate from Russia alone. bloomberg.com/news/articles/… https://t.co/RvHk6UFusW
@MonaAli_NY_US @OnesandToozePod @CameronAbadi Instead we have an anti-Castro pup centerstage. But yours is a great suggestion. Thank you Mona.
RT @NewStatesman: “Afghanistan is heading into a crisis this winter, the likes of which we haven’t seen in a very long time." Nearly nine…
"America’s culture of vigilantism, gun ownership, and increasingly permissive self-defense laws have conspired to turn “kill or be killed” into a regular occurrence.” If you want to understand Rittenhouse verdict start here. @EricLevitz brilliant as ever. nymag.com/intelligencer/…
RT @InvisibleMapper: Why doesn't Manchester have a museum of Cotton Capitalism? Could explore the global geographies of cotton that made t…
Perhaps my favorite @OnesandToozePod episode to date. I try to explain dogs to @CameronAbadi plus the economics of pet food. twitter.com/OnesandToozePo…
Perhaps my favorite @OnesandToozePod episodes to date. I try to explain dogs to @CameronAbadi plus the economics of pet food. twitter.com/OnesandToozePo…
Socialism or barbarism – Rosa Luxemburg’s famous phrase which she attributed to Engels, more likely came from Kautsky! Great work by @ecosocialism1 climateandcapitalism.com/2014/10/22/ori… https://t.co/VBkN7d0yKi
Uranium at 9-year highs. tradingeconomics.com/commodity/uran… https://t.co/EWdEbNY8M3
RT @evolscientist: I kind of like this exam question. https://t.co/BOLqknhPNX
If this says what I think this says, I like it. twitter.com/ewaldeng/statu…
@70sBachchan @zeithistoriker @triofrancos In light of this graph the operative thing about Henry Ford is simply that he was American. Allow that and the usage makes sense. America and its “near abroad” were saturated. Then came the rest ….
RT @meadwaj: Has anyone seen any justification at all for the govts bizarre & harmful 3% GDP cap on capital spending? It makes absolutely z…
@jasonkeays @DEHEdgerton Yeah I had heard about the Golan Stugs. Great pictures.
@TheStalwart LOVE the bit where he describes his inspirations and then simply says “(I’m) trying so hard …”.
RT @Birdyword: Even as consumer prices surge across much of the world, and massive rises in import costs, Japan simply WILL NOT countenance…
RT @tashecon: Another staggering drop in the lira, hitting all time low of 10.98. And it’s interest rate day. The CBRT needs to hike rates,…
@PhilippaSigl @i_aldasoro @RobinBrooksIIF @dandolfa @heimbergecon Frankenstein pizza … bid symptoms .. The old is dying and the new cannot be born; in this interregnum, a great variety of morbid symptoms appear.” It is a time of monsters.
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