Archive

Twitter

"the tractor will cure everyone! The field heals everyone!” President Lukashenko Belarus Extraordinary how this qui… https://t.co/L7ekiiugT3

Read More »

On statistical logic of social distancing v. quarantine this by @Harry_Stevens is truly compelling. But how do you… https://t.co/3KPgiB6Q9D

Read More »

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

Read More »

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

Read More »

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

Read More »

"What matters in efficacy of crisis response are not crude stereotypes of regime type, but the degree to which expe… https://t.co/RQlHzN9fMB

Read More »

@meadwaj Im in the same boat. Really look forward to reading. Have enjoyed the exchange.

Read More »

How to ride safely in an elevator Thai-style. https://t.co/t1qoT2dCN3

Read More »

@meadwaj Wouldn’t we want to think of credit-financed housing construction as some kind of physical-financial assem… https://t.co/5tmwUD5Cvb

Read More »

@meadwaj Point taken about the physical element. But how about 2008? Sometimes I fear we have downplayed too much t… https://t.co/TI36Z47vTT

Read More »

@meadwaj Plus having given hostages to fortune with our embracing biomedical-welfare complex our sense of collective risk is far greater.

Read More »

@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

Read More »

@meadwaj Its the way you derive “profound” from “fundamental" that we disagree on. I think those qualification are… https://t.co/4tmDpsPkM5

Read More »

@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

Read More »

Latest batch of economic data from China makes no attempt to hide the cost of fighting the pandemic. Interesting sh… https://t.co/Bc2Yjf7w9P

Read More »

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

Read More »

This is a great thread from @michaelxpettis on the reality of Beijing’s gradual return to something like normality.… https://t.co/5H91JGYkco

Read More »

@RobinBrooksIIF @adam_tooze agree +price of oil down

Read More »

There was nothing in yesterday’s Fed announcements for the major EM and their currencies continue to slide. https://t.co/XSMnbGad4h

Read More »

@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

Read More »

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

Read More »

@RobinBrooksIIF Hi Robin where are we on the EM front this morning? Any data out of Asia earlier today?

Read More »

"European banks indices have plunged 40 per cent in an indiscriminate sell-off of financial stocks. This outpaces t… https://t.co/QAG8ZIO8Wy

Read More »

The new book by @stephenwertheim Tomorrow, the World: The Birth of US Global Supremacy Out in October. Will it rea… https://t.co/GhO6WmoBTA

Read More »

The virus shutdown has made delivery services into a vital lifeline -> in Washington state demand for trucks to tak… https://t.co/HBl6pwrONQ

Read More »

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

Read More »

This is a wonderful demonstration of logic of containment by @washingtonpost Bravo! It is all about distance.… https://t.co/SEVCtPaguj

Read More »

Agreed. there is some heterogeneity, but overall the sector has not recovered well from last crisis, is highly unpr… https://t.co/H5GchSG6e3

Read More »

The fragility of the European banking system is painfully exposed by this shock. Not just in Italy! https://t.co/ccYU2OMWCv

Read More »

BlackRock, Vanguard and State Street Global Advisors have seen their assets shrink by an estimated $2.5tn this year… https://t.co/dyBHYEKRWK

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

"Insufficient but necessary" may become the motto of 2020. https://t.co/KZjSN62aNp

Read More »

The Eurozone needs to start talking about how to avoid the corona shock destabilizing its banking system and thus d… https://t.co/X69N49jZlY

Read More »