January 22, 2021
Electric vehicles need to arrive as fast as vaccines GREAT headline. Speed up, scale, logistics are all crucial. @johngapper ft.com/content/665177…. https://t.co/kf9FD8hYNP
Electric vehicles need to arrive as fast as vaccines GREAT headline. Speed up, scale, logistics are all crucial. @johngapper ft.com/content/665177…. https://t.co/kf9FD8hYNP
For the first time in 30 years, London’s population is falling. Since the outbreak of the pandemic, almost 700,000 foreign-born residents may have left the city -> heavy hit to London’s rental property market. ft.com/content/517ff5… https://t.co/d4IcUnmaXu
Are US and EU disposable income data comparable? If so, they suggest a rather stark difference between success of US crisis response in 2020 in propping up disposable income v. Decline in EU. https://t.co/ZHJr8D9Kyl
2020 saw some pretty unabashed currency market intervention by leading Asian central banks. Huge surge in reserves. Minimal movement in e.r. v. $. Will be interesting to see whether it continues with new regime in DC. @gavekal https://t.co/uM2SzACv0d
Last thing that the UK economy needs right now is sharp tax increases, but if the Treasury does want to raise revenue in due course, there is certainly “room” to raise corporate taxes! Below @OECDeconomy average. ft.com/content/db6122… https://t.co/V9VooJM7Bf
The European economy was already slowing sharply in second half of 2019, probably due to trade tension. It was hit savagely by 2020 shock. Worse than US. @EIB Investment Report. https://t.co/tlHRHROCbl
“From where we sit here at Pfizer, we see this as a durable business,” Forget the ‘beginning of the end’, for Pharma Covid is a permawar @TBraithwaite ft.com/content/1c7266… https://t.co/VJrLGNLSVc
"UK economic activity has dropped to the lowest level since May as a result of the latest coronavirus lockdown, post-Brexit red tape and broader port disruption,” @valentinaromei ft.com/content/f6fbaf… https://t.co/iy74Syufgd
EU’s trade dependence is massive: Overall, external trade in goods and services accounts for 27% of euro area GDP, a share that rises to 45% when including trade among EU members. @EIB https://t.co/4JlZgYzlZ5
@AnnPettifor @MGSchmelzer @ForeignPolicy @wonkmonk_ On the EPU I always used to teach the book by @B_Eichengreen which was very topical in the context of the collapse of Communist bloc economic and financial integration.
RT @UureeB: Thank you for your comprehensive response @adam_tooze at the #EIBEcon annual conference and for your support for @PositiveMone…
RT @CASporleder: @DaveKeating @adam_tooze Add one key view to the stranded assets column euractiv.com/section/energy…
RT @mcopelov: Excellent piece from @adam_tooze, though the lede is deeply buried at the end here: The corollary to the dollar's continued…
@yannick___m The small matter of 2020 and two books. But, it is in the works.
@ummodern @ShazCoder @S_Rabinovitch Fantastic. Thank you so much for your report. Invaluable. The issue at stake here is two different readings of the logic of the Chinese regime. The virus issue is crucial in 2020, of course, but subordinate to a broader difference of interpretation which goes deep!
@EVE_Virt @nils_gilman @berggruenInst Its simply Alan Milward and Hogan’s point about Marshall Plan. Its an elementary fact about post 45 history that is elided along with so much else in myth of Bretton Woods moment. @davies_will
@mattyglesias Thanks Matt much appreciate the shout out. I agree that the constellation looks different this time!
@chequeredfuture @nils_gilman @BennSteil In this regard we are all just channeling Alan Milward.
@berggruenInst @ForeignPolicy Seems like a very odd way to describe that essay! @nils_gilman
RT @archinect: Demolition of Paul Rudolph's Burroughs Wellcome Building underway #paulrudolph #preservation arcnct.co/360lmWV https:…
RT @EIB: 'The EU's recovery is slower than the US, not because of its quality or sophistication but because it is not large enough' says @C…
RT @DaveKeating: One of the 1st tests of how much the Biden administration's climate stance differs from its predecessor: gas. America's g…
RT @TheAfricaReport: #Angola imports about 80% of its refined oil. Having a refinery “is of the utmost importance,” says Gemcorp CEO Atana…
Another excellent thread by @jfkirkegaard on the staggering lack of ambition of AE in vaccination. twitter.com/jfkirkegaard/s…
RT @baghdady_rashed: El Alamein war memorial cemetery ،It is distinguished by the beauty of Bougainvillea @CWGC @georgeelia5 https://t.co/9…
There are 200k Americans living in its biggest cities (housed) without access to piped running water! How is that possible? @StatistaCharts via @SoberLook https://t.co/ClQB9X9MwU
Since 2008 the Eurozone has had a mounting problem of lowflation now sliding into deflation. @alpinemacro via @SoberLook https://t.co/b0kw83EDR2
Increasingly, Japan looks like a post growth society. @alpinemacro via @SoberLook https://t.co/WKLgiGL6iw
2021 and we have chief global strategist of @MorganStanley Inv Management inveighing against new “elite consensus” that deficits dont matter, accusing Bernie Sanders of ignoring inequality and insisting that average person knows there is no “free lunch”. ft.com/content/d49b53… https://t.co/OZWvTuNo37
Power struggle in Mexico: As AMLO government pushes to restore control over electricity sector, the lights go out. Is CFE heading the direction of ESKOM in S. Africa? @jude_webber on a battle that is v important for green future for N America. ft.com/content/deafe6… https://t.co/072CuFvBEZ
All categories of investment in EM fell in 2020 relative to 2019 except one: Chinese bonds (notably Chinese gov bonds) @IIF via @SoberLook https://t.co/l8dJSfIMHF
high-income nations, home to about 1bn people, have secured 4.2bn Covid vaccine doses = 74% of total Gov vaccine orders. In contrast, lower-middle and low-income countries have secured orders for only 675m doses. ft.com/content/331ca9… https://t.co/ot5wVMNsa4
After the stress of 2020 27% of American women 29% of Democrats describe their mental health as being in excellent condition! Down from 37 and 30% respectively. @StatistaCharts via @SoberLook https://t.co/6W67KfkDxN
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