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On that China-demand-deflation effect, check out this graph from @AndreasSteno and his sub stack newsletter! He sees demand rolling over hard. andreassteno.substack.com/p/stenos-signa… https://t.co/PZBBBkrSSd

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As China’s industrial output slumps, so too does electricity generation by 4.3% yoy. Thermal power output plunged 12% = biggest drop since 2008. Coal is being cut by surging solar capacity, with more installed in Q1 than expected. bloomberg.com/news/articles/… https://t.co/88bdkfHPmn

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RT @davies_will: This is fascinating on German political and intellectual history from 1945 to today twitter.com/newstatesman/s…

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"A China that is actively contracting would be a deflationary force for the rest of the world". One would expect this to show up in energy markets first? Oil? Correct? @johnauthers ? bloomberg.com/opinion/articl… https://t.co/1U3SYulqj6

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Between 2016 and 2021(!) the # of people worldwide in food crisis or worse soared by 78%. This is for 2021 ahead of 2022 price surge. The war has not created the crisis it has exacerbated an already dire situation. This huge UN report entirely pre 2022! fightfoodcrises.net/fileadmin/user… https://t.co/4hBXJ4Uda3

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In April due to lockdowns NOT A SINGLE car was sold in Shanghai, a city of 25 million in which 12 months ago 26k were sold. Across China car sales were down by 36% = world’s most important market. bloomberg.com/news/articles/… https://t.co/dp1dCmQEuy

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COVID lockdowns have put a damper on a talk of a revival in China real estate. bloomberg.com/news/articles/… https://t.co/xaJZF4YgCp

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RT @PEWilliams_: At-cost projects should be another tool in the toolbox for public developers. Cross-subsidy, public vouchers, and at-cost…

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@JohnnyBlueUtah @JacquesR Yup. Have asked. My bad. Silly slip.

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@JohnnyBlueUtah @JacquesR Yeah. Silly that. Sorry!

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@opinion_left @ABarbashin @APHClarkson If you know what you are doing with it, it is an awesome tool.

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RT @oliveri_pablo1: @christoph_dimke @mjbyers333 @Rinoire @bourdyot_ @pjlm2 @Cars_no_go @junjokerando @ren_119 @Danielwdm911 @MarcoBruni_ @…

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@APHClarkson @ABarbashin Totally … that thing is a beast.

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@opinion_left @ABarbashin @APHClarkson OMG …. You are right. Mind-blowing! Try shooting one of those without a scope, ear protection and adequate training. Forget it ….

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@ABarbashin @APHClarkson They are favored by collectors in the US for that purpose aren’t they?

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@ABarbashin @APHClarkson With scopes like that are they using them as sniper rifles?

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RT @venessb: “We triumphed in science, and failed in economics and politics.” Thank you, @adam_tooze, for using your @Columbia graduation a…

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RT @JacquesR: .@adam_tooze with a provocative and persuasive essay on the complexities of international relations, as manifest by Habermas…

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@AndrewM_Fischer @unpopulation It seems we are agreeing on substance. What I understand you to be objecting to is my suggestion that the African experience contradicts contemporary demog theory and I am more than happy to concede that to you. Sorry for misstating. Thanks for your illuminating thread.

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"The rise of China was a unique event. Indian growth will be world-changing. But you should neither hope for, nor fear, a reprise of the Chinese experience” smart this from @TheEconomist economist.com/finance-and-ec… https://t.co/tlMahd3k4Y

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Disappointing for EZ that after all the efforts over past decade to make system crisis-proof, Italian BTP behaves not like a bund but like an investment-grade corporate bond—spreads narrow in calmer times but blow out at the whiff of trouble. economist.com/finance-and-ec… https://t.co/TxC1v6jv5a

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@GrahamGallaghe9 “Love” it …. Cheers!

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Photoshop earning its keep here … twitter.com/familyunequal/…

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@jraimo @EditionsduSeuil @ekleinberg Me too … I was quite delighted to find this cache. Thank you as always John!

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On basis of trading partner data @TheEconomist estimates that Russian imports have fallen by about 44% since invasion of Ukraine, while its exports have risen by roughly 8%. Running out of fx is not going to be Moscow’s problem. Running out of stuff is. economist.com/finance-and-ec… https://t.co/ePhYfTFoVl

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@AndrewM_Fischer @unpopulation @jotadesina @DrSeanFox Thanks for this list. Will follow up with reading. 🙂

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@AndrewM_Fischer @unpopulation @jotadesina V important point, which Paice does address and I regret not discussing more in both chart book and FP piece.

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@AndrewM_Fischer @unpopulation Paice’s point is not that they refute transition theory but that they stretch it beyond what we have come to expect form LatAm and Asian examples -> that slower transition in large countries has huge impact on the overall population totals.

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@AndrewM_Fischer @unpopulation Sure … but, as Paice says, you have to weight that graph for population size.

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@AndrewM_Fischer @unpopulation A key point Paice makes is that If “Nigeria and a few others” e.g. DRC are exceptions then, due to their size, that is the whole ballgame. The big numbers for 2050 and 2100 are driven by those “outliers”.

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@AndrewM_Fischer @unpopulation Do read the Paice book. As an admitted outsider I may not have placed the emphasis on the right points, but his book, read in light of your thread, is a paean to the work of @unpopulation Also, however, skeptical about extrapolating from Rwanda a case he addresses directly.

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@Npton_Adviser Much to the fore in the @ForeignPolicy article I am riffing on.

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RT @David_McNair: Here’s me talking about last week. Since then, India has banned wheat exports and US projections for grain exports have…

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Is there a Scandinavian Canadian and Aus/NZ housing bust in the making? Hard to make the case for either UK or US, surprisingly. economist.com/finance-and-ec… https://t.co/JfgGSgy4jo

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