"the tractor will cure everyone! The field heals everyone!” President Lukashenko Belarus Extraordinary how this qui… https://t.co/L7ekiiugT3
"the tractor will cure everyone! The field heals everyone!” President Lukashenko Belarus Extraordinary how this qui… https://t.co/L7ekiiugT3
On statistical logic of social distancing v. quarantine this by @Harry_Stevens is truly compelling. But how do you… https://t.co/3KPgiB6Q9D
But only if we do our part (as we are starting to do) and the policy response is big, quick and targeted toward sho… https://t.co/1oR56kSTdz
1. Here I've made a table of virus cases as a percentage of tests performed with data from https://t.co/qGM286yffd… https://t.co/kc0AJ4jgHe
Agreed. Of course. But what the central banks MUST do is to prevent the COVID-19 shock spilling into a general cred… https://t.co/MxGkHDt4Eb
"What matters in efficacy of crisis response are not crude stereotypes of regime type, but the degree to which expe… https://t.co/RQlHzN9fMB
@meadwaj Im in the same boat. Really look forward to reading. Have enjoyed the exchange.
@meadwaj Wouldn’t we want to think of credit-financed housing construction as some kind of physical-financial assem… https://t.co/5tmwUD5Cvb
@meadwaj Point taken about the physical element. But how about 2008? Sometimes I fear we have downplayed too much t… https://t.co/TI36Z47vTT
@meadwaj Plus having given hostages to fortune with our embracing biomedical-welfare complex our sense of collective risk is far greater.
@meadwaj After all, the impact is not directly on the labour market. It isn’t the working age population that is di… https://t.co/fGmxdyWvaF
@meadwaj Its the way you derive “profound” from “fundamental" that we disagree on. I think those qualification are… https://t.co/4tmDpsPkM5
@meadwaj Agree entirely on the need to understand it as both complex and structured. The move I dont follow is the… https://t.co/cwRkGcj5Xk
Latest batch of economic data from China makes no attempt to hide the cost of fighting the pandemic. Interesting sh… https://t.co/Bc2Yjf7w9P
I really like the move to differentiate crises that @meadwaj makes here. Just not sure I buy his labour market fund… https://t.co/GLtICx5Zkf
This is a great thread from @michaelxpettis on the reality of Beijing’s gradual return to something like normality.… https://t.co/5H91JGYkco
There was nothing in yesterday’s Fed announcements for the major EM and their currencies continue to slide. https://t.co/XSMnbGad4h
@adam_tooze China data overnight were weaker-than-expected, on things like IP, retail sales and FAI. But that's not… https://t.co/RO70bRoXvD
How to ration care: This gets down to the nuts and bolts Of the protocols developed across US to handle triage. Ve… https://t.co/cdfEGXub4N
@RobinBrooksIIF Hi Robin where are we on the EM front this morning? Any data out of Asia earlier today?
"European banks indices have plunged 40 per cent in an indiscriminate sell-off of financial stocks. This outpaces t… https://t.co/QAG8ZIO8Wy
The new book by @stephenwertheim Tomorrow, the World: The Birth of US Global Supremacy Out in October. Will it rea… https://t.co/GhO6WmoBTA
The virus shutdown has made delivery services into a vital lifeline -> in Washington state demand for trucks to tak… https://t.co/HBl6pwrONQ
Dovish surprise from the Fed. The 100 bps in rate cuts, taking us back to the ZLB, is a side-show, given that it wa… https://t.co/cC8l3yVNqk
This is a wonderful demonstration of logic of containment by @washingtonpost Bravo! It is all about distance.… https://t.co/SEVCtPaguj
Agreed. there is some heterogeneity, but overall the sector has not recovered well from last crisis, is highly unpr… https://t.co/H5GchSG6e3
The fragility of the European banking system is painfully exposed by this shock. Not just in Italy! https://t.co/ccYU2OMWCv
BlackRock, Vanguard and State Street Global Advisors have seen their assets shrink by an estimated $2.5tn this year… https://t.co/dyBHYEKRWK
The disastrous EU response to Italy’s corona crisis is taking its toll on public attitudes to Europe even in Italy,… https://t.co/gxtYGVT9nS
As @RobinBrooksIIF points out in there are so far no swap lines announced for EM’s. Major omission since EM’s are c… https://t.co/eUr867Ldc4
The swap lines are being freed up between the largest central banks. But where is the relief for the EM central ban… https://t.co/O8mfEBL0ri
The outflow of foreign capital being experienced by major EM is worse than in 2008 and in taper tantrum of 2013. https://t.co/4kmKzCFYyr
"Insufficient but necessary" may become the motto of 2020. https://t.co/KZjSN62aNp
The Eurozone needs to start talking about how to avoid the corona shock destabilizing its banking system and thus d… https://t.co/X69N49jZlY
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