ADAM TOOZE

@Brad_Setser Hi @Brad_Setser thanks for clarification. And you know I would LOVE to read that response to Borio and Disyatat … when you have a moment before next year 🙂

In summer US/EU narratives diverged. US crisis intensified & stimulus talks deadlocked v. EU July recovery deal. US deadlock continues. But now EU faces critical choice over linkage btw funding & rule of law in Poland and Hungary. Key test! @hallbenjamin ft.com/content/c888d7… https://t.co/eW09hrs3gy

Scarring was the big fear with the lockdowns. The number & share of permanent business closures is now rising inexorably. @SoberLook https://t.co/MLXfahmEKH

RT @sundersays: The Economist very briefly reports some interesting new polling from @IpsosMORI in ths piece, showing both inter-ethnic dif…

The jobs market is far bleaker than the headline stats show Important piece by @senoj_erialc on deceptive optimism of unemployment statistics on both sides of the Atlantic. ftalphaville.ft.com/2020/10/01/160… https://t.co/W0dGywag1L

Still pinching myself …. "When @RobinBrooksIIF and I dreamt up this thing we called CANOO (dont ask) we could only dream … 🙂 BUT WHAT ABOUT THE COMMISSION? twitter.com/nullnein/statu…

“I work for whoever offers the best terms,” said Mr Li, who can charge 74 cents per piece of Trump paraphernalia but gets only 70 for each Chinese flag. Why Chinese Manuf of cheap march love MAGA. ft.com/content/9eb753… https://t.co/cw4ILwomGN

Isher Judge Ahluwalia, economist, 1945-2020 Fine obit by @martinwolf_ Indian "baby-boom” technocrats/experts are a fascinating and impressive group. ft.com/content/5ba5c5… https://t.co/JxS4UnaYOI

Argentine savers withdrawing dollar deposits from nation’s banking system. Individual demand for $ intensified after gov tightened capital controls Sep 15. Total reserves fell by $370 m Wednesday to $41.4 billion, the lowest level since January 2017. bloomberg.com/news/articles/… https://t.co/KYEDhrqXK0

@Rocketist @JeremyCliffe Well … look back to February and you could find plenty of Germans struggling to figure out how German politics works. z.B. AKK. But point taken. Anglosphere commentary often gets wrong end of stick!

Loving your stuff on EM @Brad_Setser But having difficulty reconciling your critique of BIS with 2019 Annual Econ Report: "II. Monetary policy frameworks in EMEs”. Isnt that right up your street? @HyunSongShin bis.org/publ/arpdf/ar2… https://t.co/6buyHc6mqd

US air travel right now is a 25% economy and tending down. @SoberLook https://t.co/i6ZoRmau8v

RT @johnauthers: Time to think the unthinkable. Odds that either Kamala Harris or Mike Pence wins the election in November have just double…

Youth unemployment in Spain hits 43.9% considering only young people active in the labour market. v. 5.8% in Germany. twitter.com/EU_Social/stat…

RT @MaxCRoser: Carbon Tracker estimates that as much as 42% of global coal power is unprofitable. Until 2030 they estimate this to increas…

Dollar Demand Nearly 4 million Argentines purchased the U.S. currency in July despite a 30% tax bloomberg.com/news/articles/… https://t.co/HgrwXDwlGI

RT @DzungLeVN: @adam_tooze @ForeignPolicy Vietnam is interested in both Russian and @AstraZeneca vaccines, Adam. They have their own vaccin…

RT @fwred: Euro area core inflation: no comment needed. https://t.co/XEQdu1YbB9

RT @RobinWigg: Nice chart from @FactSet, showing how Vanguard, BlackRock and State Street now own on average roughly 1/5 of every share in…

RT @RobinWigg: @FactSet Basically this old infamous poster might end up proving the worst marketing campaign in history. https://t.co/dpyJ7…

@OliverRakau I fear I may be missing irony here. It may be active, but not as active as US where disposable income actually went up! Did I read you right?

RT @carlquintanilla: BARCLAYS: “16 states have a positivity rate higher than 10%, up from 12 states last week. The four new states this wee…

RT @michaelxpettis: It makes a lot of sense (at least for the next year or two) for foreigners to buy Chinese policy-bank bonds. They have…

RT @COdendahl: Want to work with me and share an office with @JeremyCliffe? Then look no further. Two policy wonk jobs in climate/energy an…

RT @_edinh: Central Powers of WWI Zoom call https://t.co/ehXM9EEXZI

RT @JeremyCliffe: FT, October 2015: "The end of the Merkel era is in sight" NY Times, Feb 2016: "The Merkel Era Comes to an End" [Septemb…

RT @MaxJerneck: The bond market turbulence of '94 traumatized a whole generation of social democrats into abandoning full employment. Acco…

RT @Brad_Setser: I have long thought forecasts that the pandemic would cause a systemic emerging market debt crisis were a bit overstated,…

RT @zeithistoriker: (it really is great) versobooks.com/bookclub

RT @Alan_Allport: von Manstein, most historians Von Manstein, Frieser twitter.com/bleddb/status/… https://t.co/xpbOKeRmYR

Hi @Brad_Setser is this super-interesting aspect of China’s reshuffling of reserves in 2015-6 different to what happens in other countries when carry trades unwind in depreciation? In China it is a reshuffle because state banks are part of same balance sheet as PBoC reserves? twitter.com/Brad_Setser/st…

Vaccine nationalism has taken the form of rivalrous procurement of portfolios of vaccines by big buyers. But those portfolios are sourced from a variety of big pharma corporations. sashamaps.net/docs/resources… https://t.co/JAYJiMoxYL

The world divided into vaccine blocs. sashamaps.net/docs/resources… Good to have alongside this in @ForeignPolicy foreignpolicy.com/2020/09/19/the… https://t.co/UhuqERtKJQ

The balance of energy-intensive industrial production has shifted dramatically since the 1990s from AE to EM. snippet.finance/emissions-and-… https://t.co/CzXtl8ZIlo

Those stocks exposed to China have done well amongst the global stocks in MSCI World index. @SoberLook https://t.co/EIJf29HYzz

Vaccine nationalism has taken the form of rivalrous procurement of portfolios of vaccines by big buyers. But those portfolios are sourced from a variety of big pharma corporations. sashamaps.net/docs/resources… https://t.co/qewDxUfD1D