In the US airline data as well as the markets, the week starting Monday 9th March was when you began to see that 20… https://t.co/9TxzkQEcu2
In the US airline data as well as the markets, the week starting Monday 9th March was when you began to see that 20… https://t.co/9TxzkQEcu2
The biggest source of new demand for dollars on the Fed’s balance sheet are the liquidity swap lines offered to for… https://t.co/KRQJW8C452
The US unemployment numbers Thursday were horrifying but we have not hit bottom. The percentage of hourly workers g… https://t.co/AQH1eFpsHs
The supply-chain/lifeline that puts pasta on Europe’s supermarket shelves. @EmikoTerazono @JudithEvans… https://t.co/kKtaJPTfi2
Not a V so much as a bent L – China’s halting recovery from the corona shutdown, hobbled both by domestic constrai… https://t.co/PaykVae6Ti
The US is derailing common G7 position over the question of whether to refer to the “Wuhan virus”. Unreal …. https://t.co/HXnriFizGQ
"We knew this was coming in the last week of January … the news from China was perfectly clear … we wasted February… https://t.co/EW7GgEt6WB
Unemployment & the corona crisis, a podcast I did with @JeremiSuri & his very talented son Zachary. Its on iTunes… https://t.co/Aozq6XychV
A debt crisis with Chinese characteristics? Last year Sebastian Horn, @carmenmreinhart Christoph Trebesch mapped… https://t.co/BCO53qqmYo
Shenzhen-listed Dawn Polymer has 40 % market share in melt-blown fabrics needed to make masks -> huge profits out o… https://t.co/t74YGkAGkb
The biggest source of new demand for dollars on the Fed’s balance sheet are the liquidity swap lines offered to for… https://t.co/xtV1b9LTHx
"We knew this was coming in the last week of January … the news from China was perfectly clear … we wasted February… https://t.co/IWUNtwoscd
March 2020: Apple Inc. reopened its 42 stores in mainland China on March 13, and has closed all its stores in the r… https://t.co/NpDkpwvY0i
"Brazilians have to be studied. They don't catch anything! You see a guy jumping into the sewer over there, gets ou… https://t.co/lqQw3DYBpy
Not a V so much as a bent L – China’s halting recovery from the corona shutdown, hobbled both by domestic constrai… https://t.co/VwazWnkk5g
Singapore is a model of how to handle the corona crisis and its GDP sank 10.6% in Q1 2020. A benchmark. @SoberLook https://t.co/xuLWWvC5jZ
In Europe as well as the US the sudden stop of March 2020 is like nothing in the previous economic record.… https://t.co/DRp82PBPDA
Chinese currency hasn’t barked Chinese balance of payments hasn’t barked And, not entirely unrelatedly perhaps, the… https://t.co/TKEPOE8epI
The current index of economic policy uncertainty is like nothing we have ever seen before and we have to say that i… https://t.co/NQYp8ANEzM
In the US airline data as well as the markets, the week starting Monday 9th March was when you began to see that 20… https://t.co/10g7QTZksH
The unemployment numbers Thursday were horrifying but we have not hit bottom. The percentage of hourly workers goin… https://t.co/A7pFgspkH0
Empty table: Caught between real fiscal pressures of corona crisis, jumpy markets and deadlock amongst Europe’s pol… https://t.co/wuBeA9v6Mr
Last week, foreign central banks were borrowing $45 million from the Fed. Then the Fed boosted the list of eligible… https://t.co/iNM0UVAc9F
Private-label CMBS – commercial mortgage backed securities without backing from Fannie Mae and Freddie Mac are the… https://t.co/jwN1sjQd40
Talking Politics @TPpodcast_ features the excellent @hanskundnani this week. https://t.co/on7hYAHPTs
Merkel very clear: ESM is our preferred instrument to fight this crisis. We do not agree with member states who cal… https://t.co/ubqY5bDQZR
The run on pasta for corona pantries has been enough to send the price of Canadian durum wheat higher.… https://t.co/KCa5olI3JW
“There will be no recovery. There will be social unrest. There will be violence. There will be socio-economic conse… https://t.co/CU88z2eXjF
"While some defaults could be avoided by emergency financing from IMF/World Bank, their resources would be swamped… https://t.co/oVmETQ6pOd
Fed's balance sheet shows surge in its currency swaps with other central banks: On Wednesday, these hit $206.1 bill… https://t.co/Y4ZqBVKPxV
Fed swap line usage topped $200b on Wed — see the last column (168b is the weekly average) https://t.co/B6tMse31qb https://t.co/IkHK9No6M9
One of the reasons it is misleading to think of the package passing Congress as a “stimulus” is what folks under lo… https://t.co/QRxXklkkpE
Great piece by @MESandbu on #coronabonds, echoing a few points @adam_tooze and I made in the @guardian yesterday.… https://t.co/RqZlLWg3bj
Count me in. Apart from everything else it would be a pleasure simply to say hi to so many people Ive never met in… https://t.co/OI0ImBCaVn
Precarious pile: Between 2007 and 2019 the EM corporate bond stock almost quintupled from $500bn to $2.3trn.… https://t.co/tjZ2SRYBux
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