How long will it be before the EU wakes up to the alarming discrepancy btw US and EU growth prospects. thedailyshot.com/2021/03/16/old… Chartbook Newsletter #13 adamtooze.substack.com/p/chartbook-ne… https://t.co/kGMPKG3PGT
Covid is no longer the main tail risk amongst US investors! Inflation and bond markets are a bigger worry. thedailyshot.com/2021/03/16/old… https://t.co/WZlimMRNWi
If the last 25 year have seen decline in union membership in the UK that was true above all for male workers. Trend for female workers far less pronounced. thedailyshot.com/2021/03/16/old… https://t.co/JMi1OOkcxK
Not much evidence for a lowflation problem in the UK in last five years. thedailyshot.com/2021/03/16/old… https://t.co/AoXNs3DuRN
Decomposition of US growth by labour force and labour productivity growth suggests slowing growth but a more stable outlook over coming decades v. Last 70 years. CBO thedailyshot.com/2021/03/16/old… https://t.co/ESjkkqeOos
The one and only Georgy Derlugian in @tazgezwitscher on the prospects for Armenia. taz.de/Historiker-ueb… https://t.co/HEOZdXx0Bl
It's generally accepted by archaeologists that 1st coins were invented in Lydia, modern day western Turkey, in c. 610 B.C.E. Lydians used electrum, a strange silver/gold mix, to make their discs. But were there porto-coins? This by @jp_koning is fantastic jpkoning.blogspot.com/2021/03/hacksi… https://t.co/Es9RPMCDSs
"Old Assyrian cuneiform tablet from c. 1900 B.C.E. says that c. 3 kg of silver are owed by 2 men to merchant Ashur-idi. 1/3 of loan to be paid by next harvest. Rest at later date. If not repaid it will accrue interest" @jp_koning on proton-coin jpkoning.blogspot.com/2021/03/hacksi… https://t.co/OwFJu9T6gZ
"greener politics will not transcend tragedy” In this @EngelsbergIdeas piece you really get a sense of @HelenHet20 realist side. engelsbergideas.com/essays/the-geo… https://t.co/sIy4Ma5Hy8
Biden’s ARP enjoys broad business support despite being broadly trickle-up. This is a useful survey by @Edgecliffe But only briefly mentions exclusion of minimum wage, which is surely key. ft.com/content/565754… https://t.co/CmI8iDIEVg
KPD demonstration v. Peace pact of Locarno, 1925. Striking how they refuse “liberal internationalist” self-celebration and pinpoint power of American capital! I wonder whether they had read Trotsky on the question. https://t.co/YWeoiB6NKx
The dot plot mapping of FOMC member predictions of how the FOMC itself will set interest rates years out has got to be one of the weirdest artifacts of the current central banking regime. @senoj_erialc ft.com/content/7c45ca… https://t.co/RLRzyyRw6C
Amongst the decisive forces shaping the Weimar Republic, was the alignment of its leaders at key moments (1918, 1923-24) with the United States i.e. with the American dollar. https://t.co/NpPYzPqulT
The world is transitioning from a carbon-intensive to a metals-intensive economy. This by @Frances_Coppola is very interesting. coppolacomment.com/2021/03/from-c… https://t.co/fuwP8QjnyJ
RT @laurimyllyvirta: Xi's speech to the Party Finance Committee on People's Daily front page today, with carbon peak&neutrality one of the…
RT @njtmulder: Motion to administer a shot of this @JWMason1 vaccine at the next EU Council meeting: jwmason.org/slackwire/the-… https://t.co/…
RT @i_aldasoro: 4 Q&A in the latest Zoltan re SLR. Where are most exempt reserves and Tsy booked? In bank operating subs. What will happen…
When bond vigilantes become the hunted what are they? they are bond bandits … and they are fair game! twitter.com/danielagabor/s…
RT @DanielaGabor: 2. It then set the cost of lending its 3year portfolio high enough to burn short sellers. and that's it. when yields…
RT @fwred: Philip Lane on why the ECB's strategy is not explicit but implicit, dynamic Yield Curve Control. ecb.europa.eu/press/inter/da… https:/…
RT @heimbergecon: I wrote a new sub stack post on European fiscal complacency: if European policy-makers want to avoid accelerated economic…
Whose got clout? @zeithistoriker got clout is who! 🙂 @AmazonHelp on call twitter.com/amazonhelp/sta…
Unsurprisingly, given the pace of its rebound, price spikes in supply chains are more evident in the US than in other AE. Lets hope the Fed holds its nerve. thedailyshot.com/2021/03/16/old… https://t.co/Ib11K0xt3A
This one works nilsredeker.com/assets/2019-10… twitter.com/tazzhein/statu…
@AntonJaegermm @dewaremerijn I seem to remember that @FukuyamaFrancis made a similar comment about Bonn and West Germany in 1989. It was in that corner of Europe, not in the US (obviously) that the diagnosis applied. I have tried for ages to track it down with no success. Any pointers?
RT @Ljiljana1972: Here in Serbia we have ppl vaccinated with pretty much all vaccines that are out there: Chinese, AZ, Pfizer, Sputnik. Man…
RT @NeilWarner_: Nice piece by @adam_tooze on tricky relationships between US Treasuries, stimulus, market "plumbing" & banks' capital requ…
RT @BJMbraun: “Unrelenting pressure to spread the fabric of market economy” (Polanyi, 1944) “Structural reforms…change the fabric of an…
RT @policytensor: @adam_tooze @JARennison @colbyLsmith … This is why the IG credit spread exists at all. But it is always tight because for…
RT @tBaileyBailey: Are bond vigilantes real? The strange case of the 1994 bond market massacre Chartbook Newsletter #14 by @adam_tooze ht…
2020 total investment in the offshore wind sector rose to $50bn, up from $32bn in 2019, @BloombergNEF new completed installations declined 19% in GW terms due to time lag btw investment and project coming online @lesliehook @NathalieThomas3 ft.com/content/49d77f… https://t.co/PUb9brPSkJ
NexGen EU deal in July 2020 produced “a very fundamental revision of global beliefs about the durability and resilience of the euro area” On that it is hard to disagree with Lane. But is it enough ask @MAmdorsky ft.com/content/2aa675… https://t.co/vFGCF9mO0V
As US Treasury yields adjust, corporate bond yields move off their astonishing lows of the Q42020 too. If the US economy is going to rebound fast then, yup, that implications for fixed income. @JARennison @colbyLsmith ft.com/content/9cefff… https://t.co/Mh9Oi75QoE
Mind the economic gap: the US is pulling ahead of EU @MAmdorsky @JamesPoliti join the trans-Atlantic choir. ft.com/content/0e9396… See: Jan @socialeurope socialeurope.eu/europes-long-c… Chartbook Newsletter #13 adamtooze.substack.com/p/chartbook-ne… https://t.co/FJPyqhKnuz
Unsurprisingly, given the pace of its rebound, price spikes in supply chains are more evident in the US than in other AE. Lets hope the Fed holds its nerve. thedailyshot.com/2021/03/16/old… https://t.co/vwhMDR6IjW
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