September 30, 2020
After the disastrous shock of the lockdowns, retail sales in South Africa looked like they were recovering. But now they have stalled. @SoberLook one for @retepelyod https://t.co/sqf5INFgLG
After the disastrous shock of the lockdowns, retail sales in South Africa looked like they were recovering. But now they have stalled. @SoberLook one for @retepelyod https://t.co/sqf5INFgLG
The credit boost to the Chinese economy from surge in total social financing is currently as large as in 2008-9 & 2012-3, but Chinese economy is now much bigger -> proportional effect is smaller. @LongviewEcon @MacrobondF via @SoberLook https://t.co/ZRFUUz6vfK
"On Wednesday, some of largest US power suppliers & traders will discuss carbon pricing at a special conference of the US Federal Energy Regulatory Commission.” @meyer_g6 How does this compare to the very concerted push for carbon pricing ahead of Obama? ft.com/content/e88722… https://t.co/Qr9lGPcyGW
If you see bond yield diffs btw US-Ch as driver, there is currently room for a lot more Renminbi appreciation! Since 2019 a 2% margin in favor of China bonds has opened up. @ANZResearch via @SoberLook https://t.co/SAipAzJYaw
Europe’s July deal did nothing about legacy debts. And national efforts in face of COVID crisis remain huge. Italy on course for > 150% of GDP according to imf. @DeutscheBank via @SoberLook https://t.co/hpmPGNjXp9
Strength of the Renminbi has been one of the stories of the summer. @KangHexin @eva_szalay ft.com/content/ace4da… https://t.co/1Bpjc9Y0ZE
KUDOS to @FT for getting twitter handle game up to speed. Every author you klick now pretty much has their twitter handle on their bio page. Not true a few months ago. MUCH appreciated.
RT @bourmeau: Formidable analyse du grand historien @adam_tooze vivement recommandé par Nicolas Demorand ce matin sur @franceinter https://…
RT @retepelyod: Further to this, see South Africa real GDP collapse here : twitter.com/retepelyod/sta… https://t.co/DpQnZ3WUkz
RT @retepelyod: Further to this, see South Africa real GDP collapse here : twitter.com/retepelyod/sta… https://t.co/DpQnZ3WUkz
“To write the history of fascism from the perspective of a broken marriage is a singular endeavor.” Read just the preface of Victoria de Grazia’s latest, The Perfect Fascist. A Story of Love, Power, and Morality in Mussolini’s Italy and you will be hooked! By @Harvard_Press https://t.co/oJKtrcsUDN
RT @GeneralTheorist: @elinaribakova @HyunSongShin @adam_tooze @Brad_Setser Seems to all hinge on the current account projections; if the US…
This is a huge story that @HyunSongShin is highlighting with his characteristic insight. EM have shown significant capacity for fiscal response faced with 2020 shock. But as @elinaribakova stresses, the test will be 2021/2 and speaking from vantage of @IIF she ought to know! twitter.com/HyunSongShin/s…
@Yusuf_Kalyoncuo @SubBrief Same models they used in Syria earlier this year presumably.
RT @SubBrief: 2 lessons learned from the Armenian-Azerbaijan conflict: 1) 2nd Generation armor has no place on the modern battlefield. Deat…
RT @Intetyst: "Spies flock to #Belgium like bees to a honeypot.The presence of the ##EU institutions and #NATO headquarters makes Belgium r…
RT @AOC_media: "La fabrication et la distribution du vaccin peuvent résoudre un ensemble de problèmes politiques et économiques, tout en en…
RT @ItalianAcademy: Tonight, 6PM: "The Perfect Fascist" by Victoria de Grazia–Book launch and panel discussion with @RachelDonadio, @a_sti…
"The Anthropocene, as Nigel Clark puts it bluntly, “confronts the political with forces and events that have the capacity to undo the political.”” (Chakrabarty, 2018)
RT @_F_B_G_: Delighted to discover (in my belated read of @PhilipHensher’s fantastic review of @alexrossmusic’s wonderful sounding ‘Wagneri…
RT @HGWDavie: @adam_tooze John Manners, Marquis of Granby was commander of the British Contingent and various sub sections of the "Combined…
RT @KitKowol: @Alan_Allport @adam_tooze My fave of the genre is that apparently the Tora Bora was referred to as "The Caves of Death" by Am…
Composition 166 1957 Maurice Estève, (2 May 1904, Culan (Cher) – 29 June 2001) tate.org.uk/art/artists/ma… https://t.co/n0UFhZe59q
US: Desert Storm, Enduring Freedom, Where Eagles Dare …etc etc. UK: “Operation Granby” Seriously? Was the MoD codeword computer programed by Wallace and Gromit? twitter.com/TankMuseum/sta…
Remarkable data this & another way of pinning down the qualitative as well as quantitative significance of post-45 "great acceleration". After WWII is when the balance tips decisively from land use to fossil fuels as the main drivers of global CO2 emissions. H/t @_HannahRitchie twitter.com/_HannahRitchie…
@MonnetEric @kevinhorourke @stefanauer_hku @70sBachchan Thank you Eric!
RT @FrancoisGourio: @adam_tooze @adelaigue The paper doesn’t cover the event studies which are the primary source of evidence for/against QE
RT @AndreasBierman3: @joethw8s @Noonan2030 @kevinhorourke @adam_tooze @stefanauer_hku @70sBachchan Just checking now, Korea was still provi…
RT @simonjhix: Absolutely astonishing thread. Everything you ever wanted to know about SARS-CoV-2 vaccines: what stage they are at, how the…
@_HWright @DrSimEvans @NickCohen4 @laurimyllyvirta @LouBurrows7 Totally agree. Crucial point is always to remember that China has political economy too. It is not some gigantic, top-down monolith. VERY few regimes, if any, ever are.
Nice to know that there is a B52 bomber flying over northern UK right now … just saying. twitter.com/CivMilAir/stat…
RT @ColumbiaEurope: Join us tomorrow at 6:00 pm for online book launch of "The Perfect Fascist" by Victoria de Grazia, with @RachelDonadio,…
“In 1978, I was still studying Venus.” James Hansen, then a scientist of warming on other planets. https://t.co/slPXnEq2ky
@AndreasBierman3 @joethw8s @Noonan2030 @kevinhorourke @stefanauer_hku @70sBachchan DAC rules? Can you spell that out. Sorry for naive question.
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