RT @patrickfitzg_o: This is a much bigger replay of the late 80s and early 90s when the battle over the value chain between Microsoft, IBM…
RT @patrickfitzg_o: This is a much bigger replay of the late 80s and early 90s when the battle over the value chain between Microsoft, IBM…
RT @policytensor: What is risk society? Beck (p. 38) is absolutely devastating. @alybatt @70sBachchan @adam_tooze @leee_harris https://t.co…
RT @RobinBrooksIIF: Turkish Lira overshot our $/TRY 5.50 fair value by 30% in 2018 (lhs) and we argued loudly this overshooting was unjusti…
RT @lugaricano: @lucasguttenberg @ecb @LucreziaReichli She is arguing that you cannot simply say "oh, I prefer that the @ecb buys my debt,…
RT @DaveKeating: Absolutely true. The EU doesn't suffer from a democratic deficit, but rather an attention deficit. That's s a failure of…
RT @DaveKeating: Both Brussels and Ankara know Turkey will never be an EU member state. But in Brussels nobody wants to say it out loud.…
RT @KeineWunder: @christianbaye13 @DGybas @AndrewWattEU @BachmannRudi @bornecon @MSchularick Okay, darüber lässt sich ja streiten… Ist ab…
RT @KeineWunder: @christianbaye13 @DGybas @AndrewWattEU @BachmannRudi @bornecon @MSchularick Dekarbonisierung ist EU-Politziel, warum soll…
RT @AnselmKuesters: Thanks to the @CentreMarcBloch for organising a wonderful webinar with @adam_tooze presenting his ideas on the historic…
"President Xi Jinping’s vow last month that China will be carbon neutral by 2060 and expectations that the US election could reshape America’s energy sector have fuelled a rally in global solar and wind producers” @hjesanderson ft.com/content/0a20c5… https://t.co/xpLMmV6ffQ
The US presidential election is hardly the only factor moving EM currency markets. But the pattern is consistent with a. General relief at possibility that Biden would be less aggressive on trade b. Softer on China and tougher on Russia and Turkey. ft.com/content/abdea2… https://t.co/wuMwvKUkcN
RT @nicolas_veron: This chart. theguardian.com/us-news/2020/o… https://t.co/0alWoRekzR
V interesting revisionist thread on Afrikakorps operations in 1941. twitter.com/crusaderprojec…
Why is Chinese coffee market such a big deal? In 2018 Chinese consumed c. 4-5 cups per year; for Japan it’s about 360 cups and for the United States it’s roughly 400 cups. And Chinese consume mainly instant coffee -> imagine the market! macropolo.org/analysis/slow-… https://t.co/MnYpk8ih5k
UAE vs Turkey: the regional rivalries pitting MBZ (Haftar, Macron, Sisi, Israel, Greece) against Erdogan (Qatar, Libyan government, Muslim brotherhood in exile, Iran?) A useful guide. ft.com/content/990f13… https://t.co/6VQOZJf4FW
Regional breakdown of attitudes towards Euro and ECB within EU member states from @ecb is very interesting. Bergbauer et al 2020. One for @SoberLook ecb.europa.eu/pub/economic-b… https://t.co/aJnwJvbjmd
"Turkish lira reached a new record low, trading at 8 against $ for 1st time, after Erdogan goaded European leaders & dared US to hit Ankara with sanctions.” Turkey really is testing limits of relative autonomy. ft.com/content/aa6f87… https://t.co/rtJoFAiZld
This @johnauthers column on desperate effort of markets to pin down US election, Trump’s late rally & the ghosts of 2016 may not be good for stress levels, but is otherwise highly recommended. This is @DeutscheBank stress testing degrees of polling error. bloomberg.com/opinion/articl… https://t.co/pXynGkEXrt
“Democratic” stocks: infrastructure, renewable energy, managed healthcare and cannabis stocks, globalized firms. “Republican” basket: energy, defense, and financial stocks, as well as for-profit prison and education groups, those favoring deregulation. bloomberg.com/opinion/articl… https://t.co/3uK2AqME72
Excellent rebuttal to Gerald Braunberger’s profoundly regrettable intervention on ECB and green policy in the FAZ from @KeineWunder … twitter.com/KeineWunder/st…
RT @KeineWunder: Thread gelesen? Geht mir nicht um Meinung (der Text war auch nicht als Kommentar gekennzeichnet). Braunberger suggeriert,…
In Aug 2020 before the new round of shutdowns, private flying briefly rose above 2019 levels. Very wealth have a new reason to opt out of commercial air travel. ft.com/content/172828… https://t.co/1i71jamZfV
Braunberger of FAZ published a really regrettable piece skeptical of ECB turn to climate policy. faz.net/aktuell/wirtsc… Its a summa summarum of conservative objections to central bank engagement with green issues. Worthy of lengthy rebuttal. @lucasguttenberg has made a start: twitter.com/lucasguttenber…
If Trump runs Biden close & we have a disputed election -> markets expect $ to rise! Why??! Won’t that be chaos? In the US? Because, even if crisis is in US, $ is safe haven. Conversely: Blue wave Biden victory -> $ down & shares up on hope of stimulus. bloomberg.com/opinion/articl… https://t.co/mE3wKZ0Aud
RT @pewresearch: Around two-thirds of registered voters in the U.S. (65%) do not have a college degree, while 36% do. But the share of vote…
Of all European institutions, the parliament currently enjoys highest trust. According to @EurobarometerEU ecb.europa.eu/pub/economic-b… https://t.co/wFLEer03xa
RT @yorksranter: dammit, this should have been my year as a cardboard profiteer twitter.com/adam_tooze/sta…
RT @PatrickBasiewic: @adam_tooze I like that the IDKs have declined as well. It signals a growing engagement with innerworkings of EU/EMU,…
Faced with US tech offensive Beijing’s now prioritizes EDA software used in chip design & machines for chip fabrication = direct challenge to US EDA suppliers Cadence & Synopsys & chip Manuf equipment makers Applied Materials, Lam Research and KLA Tencor. ft.com/content/6bdc2d… https://t.co/FZcRv2ymUf
The ECB has developed quite an interesting typology to differentiate skepticism towards the Euro as such from skepticism towards the ECB. The biggest surge is in ECB skepticism amongst those who support the euro. opa.eu/pub/economic-b… https://t.co/0SDVaQsBaC
China consolidates its lead in electric buses! twitter.com/globaltimesnew…
Scaled to the US population, that is 250,000 cases! twitter.com/Ozkok_A/status…
Thank you for this recommendation @CarbonBrief Much appreciated. 🙂 twitter.com/CarbonBrief/st…
RT @CarbonBrief: Recommended read: Welcome to the final battle for the climate | @adam_tooze @ForeignPolicy j.mp/31A6f4k
RT @Jmhaas: @adam_tooze And here is Wilhelm Liebknecht and his comrades in the name of Allgemeiner Deutscher Arbeiter Verein: "the gigantic…
RT @DenisMacShane: UK chugs along in top five of exporters until 2016 and then nose dives. Can’t imagine what happened in last 3 years to s…
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