EM are experiencing a silent but potentially serious outflow driven largely be equities because investors fear impa… https://t.co/KO2Oua5aFR
EM are experiencing a silent but potentially serious outflow driven largely be equities because investors fear impa… https://t.co/KO2Oua5aFR
The debate in Germany. Striking that @FuestClemens (normally to be found on orthodox side of the fence) is calling… https://t.co/eDWqlKiYuq
"Mr. Mnuchin told GOP senators that the unemployment rate, which was at 3.5% in February and since 1948 has not exc… https://t.co/5rZSuLt92l
Meanwhile in Washington $500bn helicopter drop agreed today… EUCO wake up!! https://t.co/Pkto3uKUBN
Bond yields in the US and Europe rose to their highest levels in weeks = opposite of what you would expect in a rus… https://t.co/Ctlye57lXl
The EM sudden stop is one of the least-reported dimensions of the current moment of tension. Going to affect hundre… https://t.co/OVaGeXCQ54
US junk bond issuer were under intense pressure yesterday as spreads spike. @JARennison https://t.co/xY1JXDt8GZ https://t.co/0bwl3XcOkk
"Public health capabilities are not like finance or cyberspace, which are much more tightly networked. The US does… https://t.co/zxrTyh1mza
“We are not here to close spreads.” @GeneralTheorist Estimates that those 7 words probably cost Italy EUR14 billion… https://t.co/N1brS5WeXl
In recent years US businesses issued $1.2trn in leveraged loans. Now they are trading at 84 cents on the dollar = l… https://t.co/UqOfL6c1kk
Is the system working? Bravo to @dandrezner for returning to the themes of his 2014 book! The conclusion? Less well… https://t.co/h4u7Z6Tal5
First the ECB, then the Eurogroup and now the EU’s heads of government fail to deliver key decisions on the financi… https://t.co/kKPbh0kmpt
First the ECB, then the Eurogroup and now the EU’s heads of government fail to deliver key decisions on the financi… https://t.co/B4H4ZNjeJm
US junk bond issuer are under intense pressure as spreads spike. @JARennison https://t.co/xY1JXDt8GZ https://t.co/E2tUkTf0Wu
In recent years US businesses issued $1.2trn in leveraged loans. Now they are trading at 84 cents on the dollar = l… https://t.co/07USgwiorB
China shifted 42,000 external health workers to Wuhan to fight the crisis. According to official figures they suffe… https://t.co/cqdZxug9uI
Is the system working? Bravo to @dandrezner for returning to the themes of his 2014 book! The conclusion? Less well… https://t.co/3YXi1f0A4V
Somebody is rather pleased with his @TPpodcast_ mic ready for transatlantic chat with David r and @HelenHet20 t… https://t.co/fp7eDM6Hc6
"Russia could navigate oil prices btw $25-$30/barrel for 6-10 years, finance ministry said on Monday, estimating th… https://t.co/44pzwdQiFP
Follow @RobinBrooksIIF to track the impact of corona shutdown not just in AE but worldwide. https://t.co/g6X95tqj9E
There are “few reasonable economic comparisons” to this situation, said Paul Donovan, chief economist at UBS Global… https://t.co/DhNUCLPluW
"The gained knowledge benefits US and other countries at this critical time." Worth remembering slides like this wh… https://t.co/4Wq25ko72e
Viral time really is different – different both to "climate time" and "liquidity shock/2008" time. The struggle rig… https://t.co/D6Gr1UiFR2
Is there data on how many medical staff/vents etc were mobilized by China from OUTSIDE Wuhan/Hubei to meet the surg… https://t.co/yYUyAWqpdM
"If a country can hunt ppl to the ends of the earth w GPS guided drones, it can contain an outbreak “ True… https://t.co/gbGeuAUnSB
"Xi's speech on CCP's war-effort to contain virus is a world-historical document.” This is fantastic. Why doesn’t… https://t.co/2Mal6OBokb
@adam_tooze @MacaesBruno A detail that people keep overlooking. "the typical supplier is producing custom parts fo… https://t.co/8ztU7izAfs
Vent not equals vent: This classification of ventilator types from the US census of 2010 is illuminating… https://t.co/e5lGyhipt8
As the sparring btw Trump and Beijing escalates, it is worth remembering this earlier phase of the outbreak when vi… https://t.co/lbXVuxpgb1
Association of British Insurers statement. To be honest I think the insurance debate of the last 24 hours is a re… https://t.co/g9mGearqpV
Turkey experienced a dramatic sudden stop in Aug 2018. What followed was a sharp drop in GDP, the current account d… https://t.co/HL9ylz1n4A
Mexico is on frontline of EM sell off, hit both by fear and slump in oil. A while back there was worrying talk abou… https://t.co/MJ6juCpHc2
Im just catching up with @70sBachchan mega-thread on corona. As is true for his threads on climate, this one is a t… https://t.co/BonoLnFHJ5
UK has only 5000 ventilators & no national production capacity. Fascinating but horrifying article on how Johnson g… https://t.co/OI7j8GqkO9
According to a 2010 census of hospital equipment, this is how ventilators were distributed across the US.… https://t.co/3S7NsUELIf
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