December 5, 2022
@AiyarYamini @70sBachchan @kmac Hi Yamini, fantastic …. your analysis makes it so much more rich and multi-dimensional! I look forward to it.
@AiyarYamini @70sBachchan @kmac Hi Yamini, fantastic …. your analysis makes it so much more rich and multi-dimensional! I look forward to it.
@NewLeftEViews @BuddyYakov So weird, because the shiny new object really is a found concept! https://t.co/VJpU39ZIAi
Hommage South Korean film directed by Shin Su-won depicts a cinema time travel of a middle-aged film director that connects 2022 to 1962 and Hong Eun-won the 1st woman to direct a film in South Korea. HIghlight of Chartbook Newsletter Top Links 127 adamtooze.substack.com/p/top-links-12… https://t.co/aBvPxhymC8
RT @RobinBrooksIIF: The IMF says Australia (blue) and Italy (black) are both overheating. Both have positive output gaps, i.e. output is ab…
RT @RobinBrooksIIF: How can the IMF say Italy has a positive output gap (GDP > potential, horizontal) while it says Germany has a negative…
What happens in China does not stay in China. Fascinating paper by William L. Barcelona, Danilo Cascaldi-Garcia, Jasper J. Hoek, Eva Van Leemput is one of hghlights of Chartbook Top Links 128 adamtooze.substack.com/p/top-links-12… https://t.co/zhcwnmDL5V
RT @Submurry: " In this paper…we provide evidence that China constitutes an important driver of the global financial cycle." https://t.co…
@etbadabim @IsabellaMWeber @larajauregui17 Yes. But I am committed, unless dissuaded, to a stronger historical reading, linked to thee "great acceleration" thesis.
Chartbook: Top Links #128 What happens in China …, Republican pickups & E.P. Thompson v. Caspar Weinberger adamtooze.substack.com/p/top-links-12…
Heading to Korea this afternoon. Going to be in Seoul afternoon of 7th Dec, full day 8th Dec. If any local fin twitter folks want to hang out, contact me here: adamtooze.com/contact/ https://t.co/EAWp31MCIZ
RT @BryanDBender: I think the military industrial complex sponsor board for this year’s annual Reagan National Defense Forum is covering up…
RT @fichtner_jan: @adam_tooze @70sBachchan Primarily stocks and bonds of large UK firms (AstraZeneca, BP, HSBC etc) held by US investors, I…
@JasonBordoff @jpackert Makes sense. Do we know how big those discounts are? Could they possibly offset the huge differential to fracked gas in the US?
Chartbook: Top Links #127 Profit-shifting, rodent Tsar & the world's worst unemployment. adamtooze.substack.com/p/top-links-12…
RT @kevin_ovenden: On this day in 1944. The start of the Dekemvriana. The Royalist police, under the aegis of the British army, opened fire…
"But it did occur to me in Bucharest this week that this was the same venue more than a decade ago (2008) where Nato leaders offered Ukraine and Georgia membership at some unspecified point in the future." THANK you @EdwardGLuce for this perspective! ft.com/content/724451… https://t.co/CGJPaOjIwg
RT @KaiserKuo: This week on the @SinicaPodcast, I chat with @MMazarr about his book "Leap of Faith" about the run-up to the Iraq War — and…
@jpackert @JasonBordoff Can someone please explain in what way Europe's gas supply has ever been "cheap"? It is FAR more expensive than US gas supply. Cheaper than Japans?
RT @DGannon2016: #Ireland1922 #IrishinChicago The Irish Question was raised in every sphere of public life in the Windy City b/w 1919 and…
RT @IliasAlami: Fascinating edition of the polycrisis newsletter by @70sBachchan and @kmac. The attempt to boost multilateral development b…
RT @LBFlyawayhome: I’ve gone to visit a friend this weekend. Now, I don’t ONLY visit those people who can provide a case full of Ladybird…
RT @David_McNair: The #G7 just agreed a price cap on Russian oil to limit #Putin’s war chest. Meanwhile, the European Court of Justice has…
RT @ProfessaJay: Man voting in Georgia is so different than in Illinois. When I lived in chicago, during early voting, I went to the local…
@rue_du_four @yuenyuenang TOTALLY agree! Wrote about it here. adamtooze.substack.com/p/chartbook-17… But managing the exit is TRICKY!
@70sBachchan Explains the extraordinarily disproportionate coverage of UK financial markets in US. What securities are these? Banks and big oil?
RT @70sBachchan: wild how much British assets are owned by rich Americans. Anglo-american capitalism is intertwined. https://t.co/9WUCFKV…
Intel is offering 000s of workers in Ireland 3 months unpaid leave as the chipmaker looks to cut costs by $3bn next year to counter a dramatic downturn in global industry. Yeah thats the same chip industry all the industrial policy money is going into! ft.com/content/e58714… https://t.co/jtIoM8Apx0
@rue_du_four @yuenyuenang Thanks for engaging. But you dont think that the boast of 5000 v. 1 m is crucial here? If so, the public health logic wraps around on the political logic which I agree is primary. If this goes to 1m v. 1m this is a disaster. Non?
So Jack Ma is now in exile in Tokyo and has returned to his hobby of watercolors ft.com/content/c60816… https://t.co/2AIchhUEAi
"This is a very special time for those who believe that if you’ve been good all year, a benevolent snowy-haired man will appear laden with gifts. He’s writing a list, he’s checking it twice. Yes, Jay Powell is coming to town." @katie_martin_fx take a bow. ft.com/content/ce8f89… https://t.co/p3aSw8ztge
Winter world cup gives us a aare chance to benchmark football v. football in US media markets. Fox ratings for the US soccer team average 11.7mn viewers through the group stage, Giants-Cowboys thanksgiving game drew 42mn viewers ft.com/content/624948…
@danielcincu Of course unconstrained power of CCP and one-man rule by XI are HUGE problems. We can agree on that. Thats easy. Now tell me what your view is on the fate of several tens of millions of unvaccinated elderly folks.
Risks “fracturing the west”. I guess Macron and leMaire really got out the big ideological guns on IRA! I mean its a nasty piece of legislation, but fracturing THE WEST … oh my. Free trade deal now apparently actually means "allies". One for @alanbeattie ft.com/content/f67367… https://t.co/Oks5igbU93
@aprudy Yeah. I gather, but before my social media time … apologies. Still catching up.
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