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How much does low rate of consumption in major Asian economies reduce the welfare/GDP ratio compared to other facto… https://twitter.com/i/web/status/1285660818533646338

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China Inc. Btw 2013 and 2017 China poured $60bn plus into supporting its grossly overextended aluminum industry. D… https://twitter.com/i/web/status/1285656288781885449

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@GuthmannR @alpinemacro @SoberLook Agreed. But an accounting identity in the sense that someone juggling plates has… https://twitter.com/i/web/status/1285655156630130691

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CoRisk: as China’s importance as a trading partner to EM economies rose, the number of countries whose asset market… https://twitter.com/i/web/status/1285650752959139840

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There are three major global currency blocs exhibiting significant co-movement: $, Euro, RMB. Currencies co-moving… https://twitter.com/i/web/status/1285645719030960129

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For its level of per capita GDP, China has remarkable strength in high tech industries and policy is pushing furthe… https://twitter.com/i/web/status/1285640685849378816

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There is a very wide variation in growth rates across China. Population of each of these units is the size of a med… https://twitter.com/i/web/status/1285635653288558594

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You might think that science, medicine and epidemic preparedness would be TOP priorities after COVID. But they did… https://twitter.com/i/web/status/1285631483177312259

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Japan’s AD gap. S>I. All else being equal that is not going to be good for growth. @alpinemacro via @SoberLook https://twitter.com/adam_tooze/status/1285605454064820224/photo/1

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Since 2008 a $1trn gap has opened in US btw private saving and investment. S>I easy to see how that gives you stagn… https://twitter.com/i/web/status/1285600420748865536

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US 10-yr Treasury yields back to Hamilton! Also a hint as to why starting any macro series in the late 70s/early 80… https://twitter.com/i/web/status/1285595387529764864

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US Treasury is issuing trillions in bills and … investors (largely US domestic) are gobbling them up. Barclays Rese… https://twitter.com/i/web/status/1285590363604844545

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Amidst retail excitement, trading volume in NASDAQ has exploded. This by @jmackin2 is smart on state of market.… https://twitter.com/i/web/status/1285585321191600128

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@felixsalmon agreed. Would love to see numbers on that.

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In der Mitte des 19. Jh.s gab es in Deutschland und im größten Teil Europas die letzte Hungersnot. Erst die Weltkri… https://t.co/wVRo0gEZki

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The reopening of US childcare facilities has slowed. Without full recovery, families and labour market bound to be… https://t.co/MtQEl46B0y

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Mekong river is vital for an entire region. Headwaters are under Chinese control. There are a lot of dams. Obvious… https://t.co/TGkK4Ceq0L

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In early July @foxjust did a BRILLIANT piece comparing spring & summer phases of epidemic in the US, arguing that a… https://t.co/PUodCcWv6B

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The 'culture war' is not helped by the fact that 'liberalism' refers to so many different things. I tried to repres… https://t.co/Ql3HSXXmdy

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On vaccine development, I actually found this graphic heartening. The normal development timeline has been telescop… https://t.co/d3aOkl2sMd

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After threatening to jump in his helicopter and leave last night, Macron spent dinner session tonight ticking off (… https://t.co/RpphxYDAkD

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It is when you break down the stakes in the EU discussions to small countries like Austria that you see the lunacy.… https://t.co/xiOyEK4m67

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Pure gold as usual from business school deans and profs. “The crisis in US slaughterhouses has shown the dependen… https://t.co/y4DXwjBE0j

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Einsatz von militarisierten Sicherheitskräften des Bundes zur Herstellung von Recht und Ordnung gegen den Willen de… https://t.co/aCEIlTHiNe

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Libya has one of the world's lowest population densities. Around 90% live at the coast, 30% in & around Tripoli. W… https://t.co/GRttxlzXhY

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Important but depressing thread from @lucasguttenberg https://t.co/QHvoGJYt0T

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Map of global warming tipping cascades as mapped by BIS Green Swan paper. https://t.co/ezbjr79wGx https://t.co/hnZ0Db3mOx

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The signatories to China’s One Belt One Road projects will have a pivotal impact on global CO2 emissions.… https://t.co/H3MoEBldcj

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A short history of industrial fishing in the Pacific Islands … YUP thats my kind of reading.… https://t.co/5v7uwi3RYj

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At the peak of the U.S. property boom prior to 2007, about $900 billion a year was being invested in residential re… https://t.co/G9w2E1mYq1

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“I can no longer sit back and allow Communist infiltration, Communist indoctrination, Communist subversion and the… https://t.co/Y3hQPLwLiu

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The embourgeoisement of the CCP follows similar patterns in center left parties in the West. Btw 1998 and 2019 shar… https://t.co/DUaUzaqDyj

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12% of applicants for Chinese Communist Party membership are accepted. @MacroPoloChina https://t.co/E6W9eWvoXC https://t.co/H9VWeYpgLS

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China’s Communist Party membership has risen from 50m in 1992 to >90m 2019. Annual growth has fallen under Xi.… https://t.co/8DEXtkV2Bd

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Back in 2018 American executives from the likes of UPS, Pfizer, Cargill, Prologis and Goldman Sachs were at a gathe… https://t.co/iOAhuTgIVN

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