RT @wtfrench76: Sobering counterpoint to a flag-filled timeline declaring Western solidarity with #Ukraine, by @adam_tooze in @FT. https://…
RT @wtfrench76: Sobering counterpoint to a flag-filled timeline declaring Western solidarity with #Ukraine, by @adam_tooze in @FT. https://…
According to the South African Reserve Bank, rolling blackouts are costing the economy $51mn a day. ft.com/content/db4d77… https://t.co/F6K1w7nMrm
Last year was the worst for bond markets in more than a century and marked the end of a four-decade long “golden age” for the asset class ft.com/content/f94c23… https://t.co/vzF4qGVzmX
Chartbook — Chartbook #197: The Ukraine-Aid Reality Gap adamtooze.substack.com/p/chartbook-19…
“This is a patchwork military effort,” a former senior US official said. “It’s sort of like the Spanish civil war.” Striking characterization of Russian war effort. ft.com/content/ce9723… https://t.co/kNw5c4b0qQ
@thorstenbenner @RosaBalfour @FT Its the work of the Kiel team that I am citing. @Ch_Trebesch et al.
Chartbook: Rethinking the Fed, the CO2 in cut flowers & the withering of Françafrique adamtooze.substack.com/p/rethinking-t…
RT @stephensemler: The People Over Pentagon Act would reduce geopolitical insecurity *and* boost employment — moving $100B in Pentagon larg…
RT @RosaBalfour: Must read by @adam_tooze. The west’s limited support for Ukraine fails to measure up via @FT on.ft.com/3EwtjEE
RT @wentisung: Direct flights between US and China. 2019: 1200+ flights per week 2022: 48 flights per week. #SeenOnChineseInternet https:…
RT @LionHirth: Not everything is great in Germany. But if you define the Energiewende as the expansion of renewables *and* the exit from n…
RT @XinFan9: Harold Tanner’s captivating account of a historic battle in Manchuria during the Chinese Civil War, when the communists elimin…
Pakistan’s foreign reserves have fallen to less than $3bn, or about three weeks’ worth of import cover, which along with double-digit inflation has spurred shortages of essential goods, including food and fuel. ft.com/content/7bc901…
President Felix Houphouet-Boigny (Cote d’Ivoire) with Jacques Foccart, architect of françafrique h/t @kopalo and his excellent newsletter kenopalo.substack.com/p/a-dying-fran… Pairs very well with Chartbook #196 on CdI & Ghana and cocoa economy. adamtooze.substack.com/p/chartbook-19… https://t.co/WlMvW9efAW
US economy appears to shifting back to the pre-pandemic Phillips curve. i.e. we are seeing a dramatic deceleration in wage growth despite extremely tight labour markets. Was not supposed to be possible … right?! thedailyshot.com/2023/02/21/exp… https://t.co/okHcRzKGo4
RT @broderly: This day in 1944, 22 members of the ‘Manouchian group’ of immigrant French Resistance fighters were executed. The Nazi Red Po…
RT @ecfr: 4/ Reflecting on the war, the US & Europeans are united in believing that #Russia is an “adversary” or a “rival.” On the contrary…
RT @Ch_Trebesch: 📢Is Western aid to Ukraine large or small? Our new Ukraine Tracker release takes a "big picture view" over 100 years. Main…
RT @rishpardikar: In India, over 293 coal mines & 259 thermal power plants have already shut down. Yet coal minister Pralhad Joshi told Lok…
RT @BillHareClimate: Adani stock rout leaves tens of millions in Australian retirement savings exposed “Any super fund investing in Adan…
This briefing on Moldova by @TonyBarber8 is very timely! ft.com/content/c71de1… https://t.co/jX6LevcSYi
"No landing, then, can only ever be the prelude to a hard landing or a soft one, which is why thinking of it as a third scenario is misleading. aka “recession delayed” (or perhaps more agnostically, “landing delayed”" @EthanYWu ft.com/content/c0c7d0… https://t.co/vSi2lDNhsw
“The inflation report has ruined markets’ nice little disinflationary plan” and sent the $ bouncing higher which amplifies pressure on ROW. ft.com/content/8f94ec… https://t.co/DC5OgAeOxX
Malpass was not the disaster some of his detractors imagined when he was appointed by Trump, although that’s largely because he didn’t do very much. Neither, to be frank, has any president since James Wolfensohn (1995-2005) left much of a mark either. theguardian.com/business/2023/… https://t.co/4tGN27WiXs
Singapore’s sovereign wealth fund GIC has put the brakes on private equity and VC investments in China as it steps up scrutiny of risks in the world’s second-biggest economy. ft.com/content/6f1f5f…
When China’s private real-estate developers started sliding into distress more than a year ago, the government encouraged state-owned property companies to step in and take over their ailing peers’ projects and assets. They didnt like the deals on offer! wsj.com/articles/china… https://t.co/a7btmC5OIq
"Massive", "kitchen sink industrial policy". I get why folks are excited about the IRA. But can we PLEASE apply some macroeconomic proportion. US GDP in 2021 = $23.3…TRILLION. So renewable investment of c. $60-80bn through '25 is 0.3% of GDP! Massive? ft.com/content/e0b558… https://t.co/vu8OKJVvnY
“There just isn’t a sense of urgency.” Apple is running into snags in its effort to diversify production from China to India. ft.com/content/0d70a8… https://t.co/LvbqOBqQZZ
When profit margins fall American firms tend to hire fewer workers. @business via @SoberLook https://t.co/7cgljZk5NR
RT @RazaWerner: …and here you can find further research on the topic of global value chains in the #cocoaindustry. 👉https://t.co/0SYBVgA…
RT @RazaWerner: 🍫We are pleased that economic historian @adam_tooze uses information & data generated by our researchers from @oefse, when…
Brudermüller, CEO of BASF's role in German political economy really is quite remarkable! twitter.com/BachmannRudi/s…
RT @GTCost: @adam_tooze Good reference to Diebenkorn. There has been some connection between Diebenkorn's Ocean Park period & French impres…
1960s Diebenkorn? No! An astonishing modernist landscape by Caillebotte from 1872. twitter.com/art_caillebott…
RT @rhaplord: excellent piece on cocoa's recent history by @adam_tooze what's tricky about cash crops is that those producing them often…
RT @drvolts: A report with "26 recommended actions to bolster the domestic lithium battery industry" from a DOE-convened, Argonne-managed "…
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