ADAM TOOZE

@IliasAlami @CriticalDev Do you have an update handy on what happens when the great wave of liquidity withdraws? Our situation today.

Okay I realize you all have a lot of other stuff to think about right now but I just got a copy of my book in the m… https://t.co/2zpinrMAuQ

Zillow said Monday it has stopped purchasing homes. “No one can say what a fair price is right now, so we’re not ma… https://t.co/tGxYyuslK9

“The Reits are at the absolute epicentre of this crisis, given that their business requires leverage,” Buy portfoli… https://t.co/eSg4sfFYpf

The $16 trillion U.S. mortgage market — epicenter of the last global financial crisis — is suddenly experiencing… https://t.co/oNhsJcgpyT

Invesco Mortgage Capital Inc., a REIT that invests in mortgage-backed securities is saying it’s no longer able to f… https://t.co/O0pylQ6jIF

As money flowed out of the EM in last few weeks borrowing costs for sovereigns spiked notably for Brazil and South… https://t.co/2pe1dHZI1t

The financial markets are convulsed by worries about corona’s impact on big business balance sheets. But, as in 200… https://t.co/EmtJSL8Naa

Widely circulated jaw-dropping figures for unemployment surge this week may UNDERestimate the seriousness of the si… https://t.co/qCWCkwgrgs

Balance sheets of large part of US econ is too fragile to sustain suspended animation of lock down. Cash balance o… https://t.co/YNQLy8Dvwr

Tim doing this infront of his woodworking bench is so incredibly on brand, je suis mort. https://t.co/jgW2rfRdos

@jimtankersley @RichardAEpstein The shocking thing here is the invocation of the “central Hayekian principle” in th… https://t.co/89QVSP3ctp

@csissoko @staffordphilip @JARennison @colbyLsmith @RobinWigg @DanielaGabor Still dont see how we can anywhere, any… https://t.co/Js6UeEHcIU

The dog that hasn’t barked: China’s economy has suffered a shock to compare with 2008 but we have seen monetary or… https://t.co/BugmUfy2RE

@jimtankersley @adam_tooze @RichardAEpstein https://t.co/o0IeninYCe

@csissoko @staffordphilip @JARennison @colbyLsmith @RobinWigg Hi Carolyn … “Just” with Treasury collateral? Just?… https://t.co/9bcWUIjbEp

Cure worse than disease? Wavering in your determination to socially distance? Read this outstanding thread by… https://t.co/o4nw7nwiah

@michaelxpettis @pgsween My mistake earlier. This excellent Reuters piece on options for PBofC should have been cre… https://t.co/VLgTrEFHG0

"What is still unclear is how much financial damage Chinese households have sustained and how big Beijing’s stimulu… https://t.co/onllR93awr

One driver of the "reopen the economy" push is law professor @RichardAEpstein. In a piece he wrote last week, which… https://t.co/qijlLIyxvk

An invaluable guide to market dynamics from @elerianm https://t.co/6X2okxV5we

Hi Robin, we have released similar figures last Wednesday. and even lower projection for some of the CEE countries,… https://t.co/5D2WV4tmn5

@csissoko @staffordphilip @JARennison @colbyLsmith @RobinWigg But you do raise an interesting question of historica… https://t.co/OMXro0QtZy

@csissoko @staffordphilip @JARennison @colbyLsmith @RobinWigg I think maybe this came across wrong. It is not a nor… https://t.co/k6dRLiIwkR

@adam_tooze @michaelxpettis @pgsween There is a theory that we are the same person replicated by time travel. If we… https://t.co/DBXSWhX18W

If you stop the Chinese economy in its track – especially its labour-intensive/high-social-contact construction sec… https://t.co/KdPjpRMUzw

@petesweeneypro @michaelxpettis @pgsween So sorry!!!!! I do. Great piece. Thank you.

We will not discuss inflation risk. We will not discuss inflation risk. Not Not Not Not Not … Price of masks, vent… https://t.co/acT1r4rtjf

How the market for 30yr US Treasury failed. Those of us trying to construct a history of the corona crash will be… https://t.co/8LHgs1T05O

Suspect this sudden pressure to reopen the economy before we control the virus is a reaction to the realization tha… https://t.co/Mw3rX3J534

35+ nations are major exporters of medical testing kits. Why on earth can't there be an initiative by them to scale… https://t.co/XZVreWHhN1

@london_econ @adam_tooze actually a number of folks in the market were quite interested in the portfolio of the Tai… https://t.co/91rdWkd1wX

"a short, limited run book of first-hand accounts of TEA IN COMBAT published in 1945.” I feel a special edition com… https://t.co/iwdS6URWam

@nosunkcosts @michaelxpettis Thank you.

@michaelxpettis Thank you. This is really immensely helpful. So this will encourage shift to fiscal policy that was… https://t.co/KLh95UHPnt