RT @ukc10014: In the Substack-swarm that is 2020/21, @adam_tooze is solid, eclectic & prolific: macro analysis, military/european history,…
RT @ukc10014: In the Substack-swarm that is 2020/21, @adam_tooze is solid, eclectic & prolific: macro analysis, military/european history,…
RT @_gabriel_U: @adam_tooze Apropos latest #Chartbook about the problems of using the Maddison dataset for Haiti, see also @joefrancis505 o…
RT @leslieehrlich: Thanks @adam_tooze for this. Particularly appreciate your highlighting Elrod’s view of the harm 40 years of price sta…
RT @davies_will: This is really fascinating. I’d been distantly aware of so many of these debates, but never had them all mapped out this c…
RT @jeaujanres: Formidable texte de @DEHEdgerton dont la conclusion s'applique tout aussi bien chez nous : "Declinism and revivalism are tw…
This ECB study of the ECB’s mentions on twitter is a rather amazing artifact. Watching the watchers of the ECB watchers … 3rd order observation (though that is not really a thing I think). ecb.europa.eu/pub/pdf/scpwps… https://t.co/nUVD4AriWl
“We need to be clear that this [price surge] is the market [at work]”, said Timmermans. Need measures to protect those most vulnerable. But "The level of social unrest if we leave the climate crisis untackled will be insupportable” ft.com/content/0f2e46…
RT @DrDuncanBell: An excellent read on Perry Anderson, EP Thompson, and the pathologies of British declinism, from @DEHEdgerton https://…
RT @rethinkecon: More fascinating debates about inflation over the course of the pandemic and how politicised they have become – a balanced…
@ejhchess @reactionlife @iainmartin1 I simply did not know about Franco issue, which if true is serious. Can you send me the link please. I have done dozens and dozens of interviews. All are organized through PR department. I do NOT have time to check each engagement. Interview appearance does NOT imply endorsement.
@thwbottelier I wouldn’t go there. It is just that I thought she was less “sophisticated” and simply had spent less time reading books in College, which is a silly professorial assumption. All sorts of people read all sorts of books at college and then they live the lives they live.
@JoeGlauber1 @DeconinckKoen Clearly an important point. In my defense I was following the Bloomberg headline. How large is the gap between food prices properly speaking and commodity prices? Presumably they are even higher? Non? Fluctuations less extreme?
RT @WHO: @DrTedros "𝐓𝐨𝐝𝐚𝐲, 𝐖𝐇𝐎 𝐢𝐬 𝐫𝐞𝐜𝐨𝐦𝐦𝐞𝐧𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐫𝐨𝐚𝐝 𝐮𝐬𝐞 𝐨𝐟 𝐭𝐡𝐞 🌍’𝐬 𝐟𝐢𝐫𝐬𝐭 #𝐦𝐚𝐥𝐚𝐫𝐢𝐚 𝐯𝐚𝐜𝐜𝐢𝐧𝐞. This recommendation is based on results fr…
RT @emilyjlevine: Join me October 14th on Zoom to discuss my new book, Allies and Rivals, hosted by @DUCIGS & Triangle Intellectual History…
Comparing gun turrets of Bismarck battleship with Panzer Mark III is instructive! twitter.com/milmodelscene/…
RT @RD_Mullin: A ‘Historic Event’: First Malaria Vaccine Approved by W.H.O. nytimes.com/2021/10/06/hea…
RT @C_Barraud: 🇪🇺 #ECB IS SAID TO STUDY NEW BOND-BUYING PLAN FOR WHEN PEPP ENDS – BBG *ECB IS SAID TO STUDY NEW PLAN TO PREVENT WIDENING OF…
RT @AntoineNivola: 911 2.0 SWB stolen yesterday in Paris. Vin 303591. Please make this car too hot to handle. Contact me or Eleven Cars for…
RT @MetroUK: A Tory MP has spoken out about the struggles of living on an MP’s salary, calling it ‘desperately difficult’ for some. This c…
@M_C_Klein @rbrtrmstrng RESULT! Thank you Matt. Thought this was up your street.
"there does seem to be a step-function increase in the aggregate profitability of the index constituents after the great financial crisis.” @rbrtrmstrng @M_C_Klein any Overshoot views? ft.com/content/da13ee… https://t.co/Z5QOf8TWsp
Brazil accounts for around 35% of global coffee harvest. Brazil is projecting the lowest Arabica harvest for 12 years -> prices have surged from $1 per lb to $2. $3-4 are within reach. But will smallholders and peasant farmer benefit? theconversation.com/coffee-bean-pr… https://t.co/tDJ6unqTj3
Indonesia has announced a new electricity procurement plan that includes $35 bn for renewables. 51.6% of 40.6 GW of extra capacity up from 30%. No more new coal from 2028. asia.nikkei.com/Business/Energ… https://t.co/rVc9po66fY
From 1980s to 2005 extreme poverty declined in China at the same time as inequality surged. From 2005, income inequality plateaued, but extreme poverty continued to fall from 30% to zero. @Gavekal via @SoberLook https://t.co/ss89Sq2hZc
Global food prices were up 33% in August from a year earlier. Adjusted for inflation, food prices are at their highest level in 60 years. bloomberg.com/news/articles/… https://t.co/3yA5EgtsgD
Aggregate Capex in 2021 of 10 big chipmakers, including TSMC, Intel and Samsung will increase as much as 30% from 2020 to top $100bn. Building as many as 24 chip factories in just the two years to end-2022. Will oligopoly be able to avoid hog cycle? ft.com/content/4c81a6… https://t.co/LcCDiHFnbw
"By Monday afternoon, 27 September, Chinese media were reporting as many as 19 provinces had been affected by some form of power rationing.” @LantauGroup h/t @SoberLook lantaugroup.com/file/brief_chi… https://t.co/543bynykAR
Foxconn has struck a deal to acquire its first EV manufacturing plant in North America, part of $280 m deal with Lordstown Motors & 2-year push by Foxconn into EV business. asia.nikkei.com/Business/Techn… https://t.co/dSvqgMThaL
RT @TheStalwart: @RussoEcon A more recent meaning of Fed independence is that it can move very fast on its own (as we saw last March) even…
@ennuid1 @GeorgeSelgin Yup. I take your point. I could have organized the review around the kind of pressures that people are worried about … take 2 coming up.
Both the New Zealand and Australian housing markets are on fire. @SoberLook thedailyshot.com/2021/10/04/ser… https://t.co/KXLyH3R3Zp
A pod of bond market whales: 30-50% is now the share of government bonds held by central banks around the world. livewiremarkets.com/wires/central-… https://t.co/eaxPTV3SMp
South Korean exports are at record levels. @soberlook thedailyshot.com/2021/10/04/ser… https://t.co/IQ8Vlno2jJ
Are we facing a prolonged shortage of commodity semiconductors? @NikkeiAsia Does not think so. Large-lot contract prices of benchmark working memory chips are down from spring highs. Real question is can manuf contain hog-cycle dynamics? ft.com/content/4c81a6… https://t.co/Mcn34Bi8Pf
Carmakers have announced a total of $330bn of investment in electric and battery technology over the next five years, a sum that has risen 40 per cent over the past 12 months. ft.com/content/4c81a6… https://t.co/FBN4AEQ1OJ
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