ADAM TOOZE

RT @JohnLar55746923: Chartbook 189 The ECB's inflation dilemma. , by @adam_tooze open.substack.com/pub/adamtooze/…

RT @jokull: One of the best Chartbooks, oldie but goldie – thorough takedown of the Bond vigilante’s theory of interest rates with an inter…

RT @AntBreach: @adam_tooze Service stations are a classic example of how modern UK underinvests in infrastructure; there's a huge shortage…

RT @PRoufos: Once again, @adam_tooze adding crucial context to the monetary policy framework adamtooze.substack.com/p/chartbook-18… https://t.co/Rf64kHqwJF

RT @ronaldpint: Insightful piece by @adam_tooze : current domestic demand in the EU may not make the case for continuing strong monetary ti…

RT @AntBreach: Lovely postwar urban Britain version of Chartbook this week twitter.com/adam_tooze/sta…

With inflation in Spain/France at 7% and 16% in Netherlands the ECB faces serious inflation dilemma. Read and sign up for Chartbook Newsletter #189 adamtooze.substack.com/p/chartbook-18… https://t.co/vqaO8thOCU

As 2023 begins, ECB is divided btw hawks and doves. Chartbook Newsletter 189 on the ECB's inflation dilemma. Read and sign up for free here. adamtooze.substack.com/p/chartbook-18… https://t.co/qcbbptH42Z

Chartbook: Chartbook 189 The ECB's inflation dilemma. adamtooze.substack.com/p/chartbook-18…

Chartbook: Grim art, the BoJ's last stand, Ukrainian refugees and the border-industrial complex adamtooze.substack.com/p/grim-art-the…

Passive portfolio management is attractive in a world where investment outcomes are heavily influenced by a common global factor. That was the world of QE and lowflation argues @elerianm That is no longer our world. -> asset selection becomes essential. ft.com/content/3003ca…

Wintershall Dear (maj BASF) finds €2bn is missing frm JV with Gazprom. BASF also finds Russian blocking minority owner of Dea – LetterOne/Fridman uncooperative. BASF takes €7.3bn writedown on exit. German taxpayer on hook for €2-2.3bn inv guarantee! ft.com/content/3f98d2… https://t.co/jLR7oyQLNc

German armaments industry points out to German government that its reluctance to approve Leopard exports to Ukraine may endanger future sales and German participation in pan European projects. ft.com/content/37ac76… https://t.co/nZ8bSAtRDR

"Delegations from Michigan, Georgia, Ohio and other states have toured Europe armed with details of subsidies offered by the Inflation Reduction Act" – EU nightmare. ft.com/content/ca95d8…

RT @s_mellors: I'm thrilled to announce that my book, "Reproductive Realities in Modern China: Birth Control and Abortion, 1911-2021" has b…

RT @LionHirth: Talk vs. do It's remarkable how Germany, regarding itself a global climate action champion, and Texas, where you better don…

RT @LionHirth: The most successfull anti-clean tech campagin of recent years has been the narrative that renewables and batteries consume s…

Chartbook: Lebanese inflation, Iwo Jima, how the Netherlands grew, Pierre Bourdieu and peak gasoline adamtooze.substack.com/p/lebanese-inf…

RT @philmop: "Why are there offshore financial centers? And why are several of them in the Caribbean?" — by @adam_tooze https://t.co/dt5e…

RT @y_bendel: Ein Must-Read für alle, die das Geschäftsmodell eines Schattenfinanzplatz & #Steuersumpf wie #Bahamas verstehen wollen. @ad…

RT @RobinBrooksIIF: Oh. My. God. So far in January, BoJ has bought 13 trillion Yen in JGBs to hold its 0.5% cap on 10-year yield. That's al…

Archipelago capitalism, the Bahamas and FTX. Chartbook #188 putting a recent piece on Bahamas in relation to work by @zeithistoriker Pistor and @vanessahistory adamtooze.substack.com/p/chartbook-18… https://t.co/v3Fb1HUsDo

RT @elliwalks: “But it is more than a national crisis. It is the latest sign that the entire model of market-based development financing is…

Net asset manager positions in yen flipped into positive territory in the week to Jan. 17. That came just before the BOJ’s latest policy meeting, where it pushed back against bets of imminent change by sticking to its stimulus framework. bloomberg.com/news/articles/… https://t.co/oKyWTII3Mx

RT @NagyMohacsi: @adam_tooze @Suthan_1607 Thank you Prof Krishnarajan @Suthan_1607 for this excellent 🧵 and @adam_tooze for “scaling up” it…

I really like the lead up to the more famous lines … not quoted enough. It is truly a matter of cultivating a certain sort of personality. twitter.com/rosaluxglobal/…

RT @nilocobau: One of the funniest hints about American grocery stores is how cheese consumption is so disjoint in preference in this count…

RT @fwred: I'm wondering why the ECB decided to translate today's tweet into Dutch first, then German. 🤔 https://t.co/6IU6ySGngi

RT @fwred: ECB: "we are very much and deliberately turning our back to forward guidance", "we will continue to be data-dependent and follow…

RT @fwred: 🇪🇺 The ECB is committing to raising rates "significantly", "at a steady pace", to "sufficiently restrictive" levels, just when i…

RT @fwred: 🇪🇺 ECB accounts: "A large number of members initially expressed a preference" [for 75bp]. "Some of these members, nonetheless, e…

RT @Philco750062: Loin de Léon Blum mais sans doute un récit d’utilité publique. « Jean-Marie Le Pen, l’obsession nationale », notre nouvel…

RT @AmniRusli: From Ricardo Reis // FT interview: Data vs. theory, especially when faced with several shocks https://t.co/7kseFZK0HN

RT @JumanaSaleheen: Output per person has stabilised at ~1%. 20 years ago it was closer to 2%. Output per person is a measure of economic…

RT @scienceisstrat1: Incredible milestone – green finance surpassed fossil fuel financing in 2022 ($580bn vs $530bn) Cc: @Noahpinion @rame…

RT @SanderTordoir: Must-read for those interested in sovereign debt issues