ADAM TOOZE

RT @cthompson_art: For #throwbackthursday ..Head Study from 2018..oil on canvas 12×12 inches #Tbt https://t.co/PFf7OonumE

RT @OrphicCapital: "You have not grown old, and it is not too late. To dive into your increasing depths, where life calmly gives out its ow…

Chartbook: Russian chip imports, Okinawan brutalism, yield-curve inversion & lost children. adamtooze.substack.com/p/russian-chip…

RT @ansonyuu: sketching how @adam_tooze's polycrisis feels https://t.co/8kdBgpEWCT

@ansonyuu Love this!!!!!!!

@ntrickett16 @DrLeoStrauss Hugely indebted to @ntrickett16 as I hope the post makes clear. His writing incredibly illuminating.

Western coverage tends to assume that technocrats are responsible for successful management of Russia's war economy. But they are also exponents of austerity that has hobbled Russian growth & war is testing that orthodoxy. Chartbook Newsletter #195 adamtooze.substack.com/p/chartbook-19… https://t.co/qd5yjPiAH3

Under siege conditions Russian investment has surged bloomberg.com/news/articles/… Pairs so well with Chartbook #195 that I have updated the newsletter online. adamtooze.substack.com/publish/post/1… https://t.co/H3hSNIcaXt

Russia's technocrats are enabling Putin's war, but the relatively robust performance of the Russian economy in 2022 involved bursting out of the austerity corset they have imposed. Chartbook Newsletter #195 adamtooze.substack.com/p/chartbook-19… https://t.co/AjUHbNqVQJ

RT @Frank_Stones: Russia is seeking to spend its way out of the self-inflicted economic crisis that threatened to deliver the deepest reces…

RT @arielronid: Finished reading Ruth Goodman's The Domestic Revolution. Absolutely smashing book. Never thought I'd read three pages on ho…

RT @AlbrechtRitschl: Knut Borchardt, 1929-2023. Deeply saddened to announce his passing. By far the most eminent authority on German econo…

@stefan_demetz Sure you are right. Would love to read more. From you or others. Only muffled sounds reach anglosphere. Perhaps I have provoked you to write something.

RT @JonUPS_: Chartbook #195: How to pay for Putin's war?Russia's technocrats torn between defense of the austerity status quo and national…

Chartbook — Chartbook #195: How to pay for Putin's war?Russia's technocrats torn between defense of the austerity status quo and national mobilization. adamtooze.substack.com/p/chartbook-19…

RT @_TimBarker: Marxists and the FT: requited love

The scale of the Boeing debacle in numbers! thedailyshot.com/2023/02/02/the… https://t.co/93TOnQgRpu

Every indicator of global inflationary pressure has now turned. @CapitalEconomic via @SoberLook thedailyshot.com/2023/02/02/the… https://t.co/92ooVdT3LF

RT @michaelxpettis: 1/15 Since the 1960s few arguments in international finance have been as exciting as "the coming demise of the dollar",…

Given the degree of Treasury curve inversion It will be quite a shock if there is not at least some kind of recession in 2023. thedailyshot.com/2023/02/02/the… https://t.co/fg9NjMBk5j

RT @LionHirth: Global power generation by technology https://t.co/hqeGPZUCrY

How different sectors of corporate America are exposed to the world economy. h/t @SoberLook thedailyshot.com/2023/02/02/the… https://t.co/wXqHHH2N2k

@SnoozeButtonBen @louiseyuruniu1 @Isabel_Schnabel Or maybe what the eurozone is experiencing is simply not inflation under that definition. It is a supply shock with widening effects poorly addressed with monetary policy instruments.

RT @louiseyuruniu1: @adam_tooze @Isabel_Schnabel hmm, this reminds me: Chartbook 189 The ECB's inflation dilemma. https://t.co/3ZTuXT2z…

If European gas prices are off their peaks, in the US 2023 has started with gas prices plunging. thedailyshot.com/2023/02/02/the… https://t.co/08Bs1uxfyR

RT @BrutalHouse: Nago City Hall Japan — Photo: Paul Tulett greyscape.com/okinawa-where-… https://t.co/BRRBftjTju

RT @BrutalHouse: Nago City Hall Japan — Photo: Paul Tulett greyscape.com/okinawa-where-… https://t.co/X5mlmLSTg4

RT @Brad_Setser: . @M_C_Klein completely nailed the data on globalization in his latest blog over at the Overshoot — I would even go a ste…

RT @hyoyoonkang: Good to see Chéri Samba featured in @adam_tooze Chartbook artsy.net/artist/cheri-s…

"Unlike businesses, central banks are designed to make money only in the most literal sense." Cracking opening line from Augustin Cartens @BIS_org op-ed in @FT ft.com/content/31fb4f…

Ford will not be producing its own batteries in the US until 2025-26 and as such may not receive large direct incentives from the government i.e. IRA until then. @alexandrascaggs ft.com/content/752c7c… https://t.co/xdcTYPFLln

As of January 31, Georgia has secured more than $15bn in cleantech projects since the IRA’s passage, topping any other state, ft.com/content/985b1b… https://t.co/TmfS4eoOw4

Chartbook: Be patient, the sun is rising in the East … long & variable lags & what central banks are for. adamtooze.substack.com/p/be-patient-t…

If Fed is right & market is wrong & inflation takes while to come down, this creates risk of nasty market adjustment that could turn soft landing into hard -> should Fed be more worried about excessive market optimism & try to force a downward revision? ft.com/content/a40bae… https://t.co/Zy5sZ25XoU

Goldman has a low valuation because its core franchises, trading and investment banking, are not very good businesses from POV of investors (they are great businesses from POV of traders and investment bankers; that’s part of the problem). @rbrtrmstrng ft.com/content/930fc8… https://t.co/MXqDLR5ZnU

RT @RohanV: Re-upping the latest piece on my newsletter, India Inside Out. Subscribe if you'd like to get regular dispatches on all thing…