February 3, 2023
China's IMF Article IV report is out. This is smart by @RobinWigg on the subtle tensions that run throught he report ft.com/content/382b21…
China's IMF Article IV report is out. This is smart by @RobinWigg on the subtle tensions that run throught he report ft.com/content/382b21…
"The labor market imbalance is what’s keeping the Fed from pausing. There are almost two job openings for every unemployed American." Highest rate of vacancies in a generation @SoberLook https://t.co/pFwvugRTOI
@rehundt We envisioned sharing Goldman Sachs reports from 2022 to our hearts contents 😉
Long the bugbear of inflation worriers, rent inflation int he US is now definitely subsiding. @SoberLook thedailyshot.com/2023/02/02/the… https://t.co/8tynOUlVZU
The Fed's target rate now exceeds core inflation in the US! @SoberLook https://t.co/p7IrTy5IXy
The Philippines’ position in the first island chain off the Asian mainland was critical to the entire US alliance system in the Indo-Pacific. ft.com/content/a82c85… https://t.co/P8QQBFVXAw
@EdwardGLuce To be read in connection with the video linked at the top.
@SRezasade @Brad_Setser Oh it was not intended as aggressive AT ALL! Sorry. I trust Brad did not take it that way either.
The dutch inflation spike in the second half of 2022 was quite something! thedailyshot.com/2023/02/02/the… https://t.co/jYRxkOCOgo
A tale of two policies: as @MESandbu points out, in Jan 2022 miraculously expected output in 2024 was higher than in Jan 2020. Stimulus worked! Now 2024 prediction is lower than in Jan 2020. Putin? Yup. But also dramatic rate hike. Overtightening is risk! ft.com/content/469dc3… https://t.co/XPI9jfrXe7
It is not just German trains. @destatis also failed to supply @EU_Eurostat with Germany's inflation number in time! So Eurostat estimated it … ft.com/content/66b1cc… https://t.co/79IUyPu4kr
Shell has organic free cash flow of $48bn, up nearly 80 per cent after oil and gas prices surged and now has to decide what to do with it! ft.com/content/ed9dcb…
How bad could it get? Current best guesses suggest that the price of geoconomic fragmentation may be in the order of 2-12% of GDP depending on scenario, where you measure and what model you apply. Aiyar et al @IMFNews imf.org/en/Publication… https://t.co/198kemzHhj
Behind the border: As the geo-economic system fragments into a patchwork, so do the data sources with which we monitor that process. Fragmentation extended to knowledge obscures itself. Fascinating table from Aiyar et al for @IMFNews h/t @TatjanaSchulze_ imf.org/en/Publication… https://t.co/7q3clFDGNB
Chartbook: Slowbalization, "newbalization", French contradictions & Mussolini's Rome as seen by Carrie Mae Weems adamtooze.substack.com/p/slowbalizati…
Global Geo-Economic-Fragmentation The Aiyar at al paper for @IMFNews is a really fascinating exercise in thinking about damage-limitation. h/t @TatjanaSchulze_ imf.org/en/Publication… https://t.co/vkdV59Va0T
RT @MatthiaSander: Hilarious account of a Chinese member of a business delegation who recently went to Europe for the first time in three y…
RT @javilopezEU: Recomiendo leer a @adam_tooze sobre “desglobalización y policrisis”. Un repaso a los choques económicos, geopolíticos o cl…
@Brad_Setser To have multiple platforms, different formats and readers who connect the levels, I see not as a problem, but as a spectacular privilege. In any case thank you @Brad_Setser
@Kathleen_Tyson_ @Brad_Setser Hi Kathleen, I think this is a great point I must respond to. My first line of retreat is that polycrisis is an inherently perspectival concept. Someone is having the crisis. And you are right, crisis-consciousness is more intense in "NW corner".
RT @natguay: On se réfère de plus en plus au concept de polycrise en référence à de grands défis ou chocs interreliés, qui s'amplifient mut…
RT @mkazin: @RrjohnR Bryan had nothing but praise for the Labour Party and the SPD. And, more than any other individual, he began the trans…
RT @agendapub: Just arrived: The Rise of State Capital Transforming Markets and International Politics by @mbabic_1 Published in the Com…
RT @SStapczynski: Bangladesh bought an LNG shipment after an eight-month hiatus, the latest sign that falling prices are making fuel afford…
RT @simonmontefiore: Look what turned up. Just started it now. Always excited to get one from Christopher Clark. And its superb of course…
RT @LHaffert: Das großartige @zeitonline Projekt zur Ungleichheit in Großstädten zeigt in den Ruhrgebietsstädten Essen, Dortmund und Bochum…
@TimFernholz Oh come now. We are just getting started! Happy new year bye the way.
RT @TatjanaSchulze_: Some of the themes from the recent Davos Forum teased out by @adam_tooze Thanks for citing our new @IMFNews Staff Di…
RT @HelenHet20: ‘You can’t simultaneously insist that polycrisis is really no more than history in its “normal” disturbed and violent form…
RT @TickerHistory: John Gutfreund, former CEO of Salomon Brothers, taking a call on the trading floor (1980s) https://t.co/dm75hxOoXm
RT @BasitMahmood91: You’re 24x more likely to become a doctor if your parents were doctors, compared to those whose parents did any other t…
RT @tedfertik: Tooze on polycrisis as (weak) dialectical resolution of End of History triumphalism and "New Cold War" blunt force version o…
RT @Paolo_Bernardi: Deglobalization and polycrisis from the always excellent @adam_tooze. The unraveling of an unbalanced globalization tri…
RT @waltzingmonkey: “They do not want to stop China’s economic development, they insist, just to put a ceiling on every area of technology…
RT @JASanahuja: Versión larga del artículo de @adam_tooze en @FT. Análisis más extenso sobre la policrisis: un concepto apto para entender…
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