March 14, 2021
RT @yakutsavas: This is the best article I have ever read on SLR. Thank you @adam_tooze . twitter.com/adam_tooze/sta…
RT @yakutsavas: This is the best article I have ever read on SLR. Thank you @adam_tooze . twitter.com/adam_tooze/sta…
No call more important call right now than the US Treasury market. @ErikFossing @RobinBrooksIIF are taking on the very big picture. With help from @TheStalwart I try to figure out what to think about the SLR. What that? Check out Chartbook Newsletter #16 adamtooze.substack.com/p/chartbook-ne… https://t.co/dpH9fiMX9t
@jasonintrator Hi Jason, in Baden-Wuerttemberg … a rather unique ecotope.
The Treasury market right now is a bit obsessed with the SLR aka Supplementary Leverage Ratio. What is it? Why does it matter? How to make up your mind about it? Chartbook Newsletter #16 out now. Sign up here: adamtooze.substack.com/p/chartbook-ne… https://t.co/GnzS3EkTiX
@t0nyyates Hi Tony point well taken. Wouldn’t dream of suggesting that I was doing serious analysis with that graph. I meant my words literally: "It is pictures like that this that inform my priors on the china shock question. I just find it hard to see the shock." No more. No less. Fair?
@luca Thanks for asking. They weren’t working on any version or any computer either. I tried on my back up. In the end I cleared history and that seems to have helped. I think they are back now. Thanks for engaging. MUCH appreciated.
RT @zeithistoriker: Not really the point of the piece but thanks for drawing attention to the article I wrote for @ContEuroHistory: “Perfec…
RT @DuncanWeldon: Oh, Churchill’s unabridged Marlborough biography is on Audible. And it’s 80 hours. This is an extremely good value use of…
HELP: technical issue with Tweetdeck. Notifications not loading. Has anyone else experienced this problem? Know a fix. I’ve reinstalled Tweetdeck, updated my browser. A bunch loaded overnight. But now jammed again. Any help gratefully received.
@michaelxpettis HI Michael thanks for this clarification. How then should one characterize the relationship of your argument to the "China shock" literature? If I understand you correctly it is a case of “faux amis”. You are less aligned than one might think.
RT @olgatuleninova: Claude Monet, ‘The Studio Boat' 1876 https://t.co/SVRvBvSZTy
RT @jraimo: @adam_tooze Small anecdote but it blows my mind that Jünger evidently attended the 1992 opening of the WWI museum (Historial de…
This 2019 Arte documentary about Ernst Jünger is blowing my mind. One of the great witnesses to WWI also as an early witness to the anthropocene! youtube.com/watch?v=JLeuL5… https://t.co/YJKYQFoGuU
Extraordinary Arte Documentary in which Neo Rauch reveals the impact on him of Ernst-Storm of Steel-Juenger. youtube.com/watch?v=JLeuL5… https://t.co/jQKKzYhGZN
This 2019 ARTE documentary about Ernst Jünger is worth your time! Fascinating interplay btw contemporary politics and 20th-century history. youtube.com/watch?v=JLeuL5… https://t.co/WhWGmkg7kd
RT @zeithistoriker: Valiant rearguard effort by @scottlincicome to defend US trade policy with China since 90s cato.org/policy-analysi…
Thanks for pointer @zeithistoriker Ive been meaning to sign up to @leninology patreon. Now I have. I dont regret it. Support great writing. twitter.com/zeithistoriker…
RT @DanHillHistory: This armoured cupola at the defensive bunker complex of Villy La Ferté on the maginot line found itself the object of u…
This is a really interesting thread from @GautiEggertsson building on a FASCINATING conversation between @DavidBeckworth and @MoneyIllusion about the Princeton School of Macro and @paulkrugman 1998 "Its BAAACK" paper.
US v. EU vaccine rollout to date. exantedata.com/week-in-review… https://t.co/AjAdmaKeNC
RT @A_Traczyk: Financial Times określił pakiet "najbardziej radykalnym odejściem od obowiązującej polityki od czasów wolnorynkowych reform…
RT @NicolaMelloni: Articolo molto interessante di @adam_tooze: la sinistra moderata deve includere anche una agenda radicale per fronteggia…
Mikhail Gorbachev’s campaign to impose sobriety on the Soviet Union in the late 1980s had a seismic effect on wine production across Eastern Europe, including Bulgaria and Romania. Fascinating this by @JancisRobinson ft.com/content/f7bc82… https://t.co/nBDJMfILfS
US set to function as classic growth locomotive for world economy coming out of 2020. Great data from @OECDeconomy by way of @M_C_Klein Wonder how EU fiscal policy spillovers would stack up 🙂 @LauBooneEco ? @ErikFossing @RobinBrooksIIF barrons.com/articles/the-g… https://t.co/48zGx2Nuaj
Fond memories of visiting here when @ediecontooze was tiny! twitter.com/terraeolio/sta…
@ProfJTomlinson @M_C_Klein Hi Jim Im not sure I would associate the manufacturing balance directly with savings rate. Current account balance, sure.
In America's trade balance in manufacturing since the late 1960s one sees the impact of globalization. Low-cost postwar Europe, Japan, Asian Tigers, NAFTA and then the "China shock” as just latest phase. @M_C_Klein barrons.com/articles/the-g… https://t.co/ip9G5rZ0c3
The inflation surge of the Vietnam-era 1960s/70s bulks large in contemporary imagination. But imagine, @GagnonMacro suggests, that what we might be facing ahead is a modest version of a Korean War boom. No stagflation in 1950s. Great use of history this! piie.com/blogs/realtime… https://t.co/MWw43lnmRy
Unlike in 2008-2009, in 2020-2021 America’s huge stimulus is delivering substantial positive spillover to rest of world with imports roaring ahead of exports. @M_C_Klein spot on, as ever. barrons.com/articles/the-g… https://t.co/p6aBqbpRzG
Is Hsinchu Taiwan, once a town renowned for its tea farms, the most successful industrial park in history? Home to TSMC, MediaTek, the world's 2nd largest mobile chip developer, and United Microelectronics Corp., 3rd largest contract chipmaker. Plus Acer. asia.nikkei.com/Business/Techn… https://t.co/8pRg5LOIF0
Much of chocolate we eat is produced in inexcusably exploitative agro supply chains. In Feb EU ambassador to Côte d'Ivoire, biggest producer, promised up to €1bn for sustainability. What is the substance? Where are the farmers in the package? theafricareport.com/69981/eu-cote-… https://t.co/Go4y5TZTZh
Oilflow SPV 1 DAC or how Pennsylvania’s Public School Employees Retirement fund got invested in Kirkuk oil fields! Great extract from The World For Sale by @JavierBlas & Farchy bloomberg.com/news/articles/… https://t.co/zTH7vs04BR
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