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Supply-chain disruption from corona, wave of fear and high corporate debt levels -> John Plender warns that we coul… https://t.co/64FJb9u5BE

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In 2019, companies flared 810m cubic feet of gas a day in the Permian Basin alone — enough to meet all the residen… https://t.co/45XJMouBUL

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Unlike ExxonMobil & ConocoPhillips, Chevron has not joined Climate Leadership Council’s push for carbon tax & divid… https://t.co/wFfs0C7eQf

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POLITICAL economy: How US healthcare stocks fluctuate with the probability of a Warren/Sanders nomination as Presid… https://t.co/4AqthjHCZj

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On current demographic trends the inversion of dependency ratios over course of 21st century will be dramatic. Curr… https://t.co/lg2gZwOTd7

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Globalization according to the music biz: what a world tour actually means! Concert audiences remain remarkably “2… https://t.co/WTJiyxdeS5

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Double eclipse of the West? Today Asia accounts for 62% of the world’s working-age population (ie 20- to 64-year-ol… https://t.co/njXLT2K45o

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As EM currencies come under pressure, how large is the pass-through to inflation? Depends 1st on import dependence… https://t.co/hzF6GIcL0V

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Ag continues to account for a substantial % of GDP in many African countries in current growth phase. But its share… https://t.co/TLejmf1M3f

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A general crisis of confidence like coronavirus causes a selective sell off of EM assets/currencies -> asymmetric p… https://t.co/eLT6Yw81ls

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Africa accounts for < 1% of total available global data centre capacity, despite being home to about 17 % of the wo… https://t.co/nssh7Gu3YD

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In 2019, companies flared 810m cubic feet of gas a day in the Permian Basin alone — enough to meet all the residen… https://t.co/X4gApB2jQW

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POLITICAL economy: How US healthcare stocks fluctuate with the probability of a Warren/Sanders nomination as Presid… https://t.co/ivaBhwL23n

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Supply-chain disruption from corona, wave of fear and high corporate debt levels -> the extraordinary prospect of… https://t.co/6Aypl8wacV

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In early 1990s AE accounted for 80% of EM exports. Today their share has fallen to 60%. Most rapid growth is in EM-… https://t.co/bOG0oDsEXi

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We spent a lot of time worrying about the soy beans, tariffs & the trade war with China. But Brazil is the main com… https://t.co/cYDIsFb7w4

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To add to its woes, China’s food price inflation accelerated to 20 % at the end of 2019 driven by the pork crisis.… https://t.co/iSyjOfUCjB

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In EZ far too much discussion is focused on public sector financial balance. In Spain and Portugal private sector d… https://t.co/OJnl5BJ9t0

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Germany’s industrial production numbers in December were looking terrible. How are they going to look in January af… https://t.co/f773qK2wiL

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Whatever the occasion it is worth reminding oneself of the degree to which Asia has come to dominate the flow of oi… https://t.co/k0nVc6SnL3

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VW has launched ambitious plan to produce 26m emission-free vehicles in next 9 years, leapfrogging Tesla to become… https://t.co/jYY1vUBfzZ

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Ahead of 2008 the YoY numbers for growth in copper demand were crazy. Settled in the 0-10 % range since then. Beyon… https://t.co/5SlRr92ROn

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Regional inequality comparisons are HIGHLY sensitive to the units of comparison. The UK either looks very extreme o… https://t.co/8BdBiFFQPd

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“I’m not sure any large British bank and maybe no European bank has ever made money over a couple of credit cycles… https://t.co/WNl7auWLMY

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VW has launched ambitious plan to produce 26m emission-free vehicles in next 9 years, leapfrogging Tesla to become… https://t.co/0I7cG18qjU

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I’ve seen things you people wouldn’t believe …. I did a piece for @socialeurope on the last ten years of the Euroz… https://t.co/GwMwHvHjkX

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By 1998, Credit Suisse looked to have cracked US investment banking club. Ranking 3rd ahead of both Goldman Sachs a… https://t.co/Z4CdDOu0cs

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To add to its woes, China’s food price inflation accelerated to 20 % at the end of 2019 driven by the pork crisis.… https://t.co/4xBlpPXbgp

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In Italy, Spain and Portugal, 1/4-1/3 of the workforce have less than upper secondary education i.e. education ende… https://t.co/4jNf9tzUeW

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In EZ far too much discussion is focused on public sector financial balance. In Spain and Portugal private sector d… https://t.co/9futZyjvDd

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Germany’s industrial production numbers in December were looking terrible. How are they going to look in January af… https://t.co/dAhGFgCUER

Read More »

Regional inequality comparisons are HIGHLY sensitive to the units of comparison. The UK either looks very extreme o… https://t.co/euDkp1Geq1

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VW has launched ambitious plan to produce 26m emission-free vehicles in next 9 years, leapfrogging Tesla to become… https://t.co/SobmOrqCR2

Read More »

“I’m not sure any large British bank and maybe no European bank has ever made money over a couple of credit cycles… https://t.co/AIgsYCxmwC

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By 1998, Credit Suisse looked to have cracked US investment banking club. Ranking 3rd ahead of both Goldman Sachs a… https://t.co/zQjdNccNYJ

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Honored that Deluge is appearing in Serbian translation. Many thanks to Professor Boris Begovic the expert translat… https://t.co/B4PqOcuZC6

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