November 1, 2021
RT @jaylyall_red5: Afghanistan is quietly sliding into one of the worst humanitarian disasters in modern history. Wracked by 40 years of wa…
RT @jaylyall_red5: Afghanistan is quietly sliding into one of the worst humanitarian disasters in modern history. Wracked by 40 years of wa…
RT @HelenHet20: @adam_tooze @TrinityHallCamb @CamHistory I love Chris Clark’s tribute.
RT @ArendtNetwork: Are you already following Quotomania, a daily podcast by @holdengraber? It’s amazing 🤩 twitter.com/asiyamiya/stat…
RT @gregggonsalves: Never ask how people in history could condone, be complicit in the deaths of millions when lives could have been saved.…
RT @bpolitics: BREAKING: More than 5 million people worldwide have now died from Covid-19, despite the arrival of vaccines that have slashe…
Clearly, the rich countries of global North should commit to investing whatever it takes to develop negative emissions technologies that will open up headroom in carbon budget for Asian and African development. Otherwise, the pursuit of equality through growth leads to disaster. twitter.com/L__Macfarlane/…
RT @HansSuter: @adam_tooze "Slightly more than one in five persons in dependent employment (21%) worked in the low-wage sector in Germany i…
Jonathan Steinberg (1934-2021) a fittingl tribute to a great historian, teacher, mentor and Mensch from his colleagues and friends in Cambridge. I wish I had been there. H/t @TrinityHallCamb @CamHistory youtube.com/watch?v=7ZEM5H… https://t.co/MUi5eneKEk
RT @BHilgenstockIIF: Today, the IIF published its first-ever Capital Flows Report focusing specifically on Frontier Sub-Saharan Africa. We…
RT @RobinBrooksIIF: If supply chain disruptions were truly about the global supply chain, we'd see delivery delays everywhere. We don't. We…
Kalecki v. Althusser on the "energy crisis” 😉 In Chartbook#48 I contrast two different approaches to the energy crisis. adamtooze.substack.com/p/chartbook-48… The Althusserian take by @leninology patreon.com/posts/energeti… v. my Kaleckian skepticism in @NewStatesman newstatesman.com/long-reads/202… https://t.co/ZLDjhFTkOY
RT @fwred: 🇮🇹 BTPs under a lot of pressure since the ECB meeting. As @gusbaratta puts it, BTP traders learnt the hard way not to catch fall…
RT @n_thanki: Absolutely ridiculous. This is plenary 2 at #COP26 leaders summit. Probably 80% empty, but thousands of civil society organis…
The halving of the German unemployment rate since 2005 is key the national narrative of success over the Merkel period. It has many dark sides. But break with the “blocked society” of late 1990s shaped a generation. thedailyshot.com/2021/10/29/inv… https://t.co/hSuGDzu6J1
"Biden Wants $3 Billion of U.S. Climate Finance For Adaptation” I thought it had to be a typo … surely he meant trillion. But NO. POTUS really boasting about $3bn towards $11.4bn pa by 2024 …. So far behind the curve. bloomberg.com/news/articles/… https://t.co/0wWjd01yhR
Transitory? No longer? Yield curve lurching around. Huge struggle going on especially in global Anglosphere, btw different actors in bond markets and central banks. EM moving one way. Eurozone calmer. But this is getting interesting! ft.com/content/e8fd41… https://t.co/04HIRNv53U
Carmakers dont just make new cars. Through their finance arms they finance a large part of the existing fleet. Supply chain difficulties that have driven used car prices up -> gains for financing arms from bigger loans and better values at end of lease. ft.com/content/a8b412… https://t.co/Ot2G4L96gJ
The US homebuilding industry has become more consolidated, but the top ten still account for only 30% of the market. This seems like an underreported trend. Might it lead to greater efficiency? thedailyshot.com/2021/10/29/inv… https://t.co/4TImpmpbn2
39% of America’s excess saving in 2020 were accumulated by the top 1% of the income distribution. thedailyshot.com/2021/10/29/inv… https://t.co/yYdk5m4xjH
Late last month Turkey’s central bank delivered the 1,000th global interest rate cut since the collapse of Lehman Brothers. Central banks have also bought $23tn in assets. ft.com/content/e65901… https://t.co/8ygsFOQDFa
RT @narbi16: @adam_tooze His AKP will most certainly get its lowest vote share since their founding, not sure how Erdogan himself will fare…
Current energy-crisis-talk is an instance of something I think we should call “climate Kalecki”-politics or maybe it should be the "fossil confidence trick" Check out my newsletter Chartbook #48 for more: adamtooze.substack.com/p/chartbook-48… https://t.co/vxXtBKTdEg
There has been a surge of mortgages in US since 2020 as real estate market has boomed, but it has been confined above all to those with very highest credit scores. thedailyshot.com/2021/10/29/inv… https://t.co/ewbfculFm4
Are Turkey’s economic woes going to put an end to the long reign of Erdogan? A lot of people have been calling it for a long time but the problems are really piling up. ft.com/content/0563fb… https://t.co/J94CVTiyzt
Rather amazing data on share of foreign supply in US final demand. Only in textiles, electrical equipment and computers is China truly the preeminent part. thedailyshot.com/2021/10/29/inv… https://t.co/fByqjmOO1z
In 2020 only 29 m people live in parts of world with mean annual temp of 29C. By 2070 that could be 3bn people! ft.com/content/072b5c… https://t.co/cuxBKaUT1b
One of foundations of Erdogan’s rule is the dramatic fall in $5.50 per day poverty. Since 2018 crisis the indicator has been heading in the wrong direction. ft.com/content/0563fb… https://t.co/aBmEWyYuAS
Henry Hub gas is now trading at about $5.80 per million Btu v. coal sold from Wyoming’s prolific Powder River Basin was selling for just $0.75/mBtu -> utilities switch. Why US MUST have either clean electricity regs OR carbon pricing. ft.com/content/5363e4… https://t.co/nKItVtVfuW
The upshot of the trading in the US Treasury market is the last few weeks is that the yield curve in the 30/20 yr has actually inverted. thedailyshot.com/2021/10/29/inv… https://t.co/pkDfnlTsvP
Stagflation narrative -> things pretty wild in bond markets recently. Long bonds have surged in price (stagnation) as short sell off (inflation). Are markets overreacting in anticipating a central bank overreaction? ft.com/content/101ad1… https://t.co/2sfx50f64k
Fiscal policy will be a drag on US growth over the next few quarters. thedailyshot.com/2021/10/29/inv… https://t.co/7Yj5grDvct
RT @thinkethical: @bondvigilantes @adam_tooze In 1978 our Alternative Energy Seminar at Ohio State used this MIT compilation as one of our…
"the microstructure of the market is so broken you have a herd of elephants moving through a small door. Weird things happen” @rbrtrmstrng with some pretty spooky stuff on US Treasury markets. ft.com/content/101ad1… https://t.co/8WnryNWlhJ
The wild swings of consumption dominate the entire development of the US economy 2017-2021. thedailyshot.com/2021/10/29/inv… https://t.co/hc10pfbhxO
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