The world’s largest carmakers are facing a potentially crippling shortage of semiconductors, as chipmakers reserve supply for tech groups producing smartphones, tablets and gaming devices. VW alone is cutting 100k cars in Q1. ft.com/content/e264fd… https://t.co/9xJRFCCvLV
@BruceDu08970322 Yeah. You know what you are right. I stumbled over it late last night. And having slept on it, it aint looking any better. One to take down.
S African power utility Eskom is a basket case. Now its problems include a hasty shutdown of its Koeberg nuclear power plant. More power cuts to come. bloomberg.com/news/articles/… https://t.co/A9hO7gAS7m
Eskom Doom-loop. South Africa sovereign debt comes to 2.6 trn rand. It has guarantees of its basket case utility’s debt running to 350 billion rand. Restructuring is a nightmarish political problem. bloomberg.com/news/articles/… https://t.co/JeDrsowga7
RT @XHNews: Shijiazhuang's Fire Eye laboratory gears up for COVID-19 testing. It will have a maximum daily nucleic acid testing capability…
This is an interesting post on Montage Norman’s transformation of the Bank of England during this period of governor between 1920 and 1944. bankunderground.co.uk/2020/11/11/mon… https://t.co/3Y592ej5TH
@TripleBarrelCap @androsForm @AndrewThrasher @smartertrader @DavidCoxWG @bpsandpieces @fintechfrank @ripster47 @RobInTheBlack @LesliePicker @OptionsHawk @dougboneparth @saxena_puru @canuck2usa Thank you. A whole new scene for me. Delighted to have the tips.
From 2nd half of 19th century, conscription was a basic building block of many modern states. Has anyone written a comprehensive account of its demise? @StatistaCharts https://t.co/IkAC7Y95Wd
I grew up fascinated by internal combustion engines. Still can’t resist a sweet DOHC. But, fingers crossed, I'm going to live to see their end. @BBGVisualData https://t.co/pOyuwAz0ru
There is considerable momentum against the dollar building amongst asset managers. Favorable backdrop for a Biden recovery? @GoldmanSachs https://t.co/jceI4CPDKw
High-yield muni yields are close to record lows. Good news for financing the recovery in the US this year. @SoberLook https://t.co/LUnsWuD2Dg
RT @QuincyInst: One wonders if incoming Biden officials "ever do pause and consider what ['renewed American global leadership'] really impl…
The energy transition means electrification. Electrification means copper. Production is going increase sharply over next decade. Canada, Australia are the key sources of new supply. @FitchSolutions https://t.co/UoVMDEcKjh
This is an interesting post on Montage Norman’s transformation of the Bank of England during this period of governor between 1920 and 1944. bankunderground.co.uk/2020/11/11/mon… https://t.co/wp1pP5zojZ
C-130 Hercules Transport aircraft entered service in 1956 and with upgrades may still be the workhorse deep into 2030S! or longer. Talk about shock of old. nationalinterest.org/blog/buzz/work… af.mil/News/Article-D… https://t.co/49Rj7t2JUg
Though the PBoC does not have a stated policy mandate and balances a variety of objectives, it has since 2007 reacted sensitively to producer prices. Perhaps a harbinger of moves to come in 2021. @HEWeiiiiii for @Gavekal https://t.co/jBoPir8i0I
Inside Germany’s slaughterhouses: the human cost of cheap meat Eastern European migrants have long staffed abattoirs with poor pay and gruelling hours. Can a new law change that? @ErikaSolomon @VALERIEin140 A Vladkov on an ongoing scandal! ft.com/content/7b77ec… https://t.co/aEfc6KBRbO
Green energy stocks surged spectacularly in 2020. The markets are betting on the green energy transition. BIG TIME! @Gavekal https://t.co/cc08zb2WgS
For Chile, Peru, Brazil and Uruguay, China is simply essential to their economic future, accounting for btw 27-33% of their exports. statista.com/statistics/110… https://t.co/W2p4dXvidR
Five years ago on New Year’s Eve 2015, the Theo T left the Texas Gulf Coast with the first U.S. shale crude shipment overseas, ending 40 year US ban on oil exports and opening era of shale oil exports. gcaptain.com/how-exporting-… https://t.co/pTzTOHWWFm
Globally, around 20 per cent of medical doctors and 15 per cent of nursing personnel are foreign-born. Pharmacists have the highest share. @UNCTAD unctad.org/system/files/o… https://t.co/xu5QXMZ6LA
@twittarmatthaus @RichardTCasey @SoberLook @dragundogdu Hi @twittarmatthaus well thank you for taking the time to lay this out. It has actually been very instructive. You view this as a toxic combination of self-promotion and a kind of populism, refusing to recognize expertise of Turkstat? Presumably the critics allege political bias?
China is building the world’s largest Ultra High Voltage DC transmission network. Fascinating thread this by @pretentiouswhat twitter.com/pretentiouswha… https://t.co/4yMe4iD6yA
The yuan has appreciated dramatically against $. Dec work conference promised: “maintain the basic stability of the renminbi exchange rate at an appropriate equilibrium level” BUT China targets CFETS index NOT the dollar and CFETS rate has remained stable. @HEWeiiiiii @Gavekal https://t.co/siaB8WhVUh
Capital flows to EM have come back from their lowest levels this year. But cumulatively, ex-China they are still significantly down. blogs.imf.org/2020/12/23/glo… https://t.co/D00QYFANs2
As far as the revenues of the big global mining companies are concerned, they could let go of their fossil fuel businesses without suffering a crippling hit to revenue. @humenm ft.com/content/8469ef… https://t.co/5wtk0GAoAG
@twittarmatthaus @SoberLook @dragundogdu I don’t really have a dog in this fight. But I do find very interesting this debate in Turkey about what the inflation rate actually is. You dont think much of work of the ENAGrup referenced here? Is there something I can read that critiques them? ahvalnews.com/turkey-economy…
How important were Lend-Lease trucks for the Red Army in WWII? This remarkable essay by @HGWDavie give us data on individual combat units e.g. 7th Guards Army. Answer: Domestic and trophy vehicles more important. tandfonline.com/eprint/ydb4MpR… https://t.co/GxclCRyawC
Listen for the note of stunned surprise when Babbitt falls back and the way that the uniformed cops then go into trained postures and start pointing guns at more people. twitter.com/bellingcat/sta…
Turkey’s official inflation rate may be 14.6% @SoberLook But many economists in Turkey doubt it! @dragundogdu work suggests food prices are rising at closer to 33%! ahvalnews.com/turkey-economy… https://t.co/DtFT2VTjxU
The scope 3 emissions of the major mining companies put them the big league of the climate problem. Vale, Rio Tinto, BHP, Glencore are up there with big countries. ft.com/content/8469ef… https://t.co/L1Z1ANTFi4
RT @olgatuleninova: Claude Monet A Corner of the Studio c.1861 Oil on canvas Musée d´Orsay https://t.co/8ExhMkxj4L
@AimeTim Hi Tim this is really very nice of you. Thank you so much for engaging so deeply with this piece. Look forward to getting back to you on Schmitt in the not too distant future.
Jewish Internationalism and Human Rights after the Holocaust Delighted to see this important book by Nathan Kurz out today! Essential reading for those interested in human rights history, jewish history or history of 20th century internationalism. cambridge.org/us/academic/su… https://t.co/Xn02sqgW0M
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