November 13, 2022
Doing a mini-series on Chartbook Newsletter on finance in the polycrisis. Check out #2 on the risk of a global housing crisis here: adamtooze.substack.com/p/chartbook-17… https://t.co/4esqg8Xd1N
Doing a mini-series on Chartbook Newsletter on finance in the polycrisis. Check out #2 on the risk of a global housing crisis here: adamtooze.substack.com/p/chartbook-17… https://t.co/4esqg8Xd1N
As global interest rates rise, the question is which is the most vulnerable housing market to i.r. shocks? Chartbook #171, #2 in the mini-series on finance in the polycrisis. Sign up here: adamtooze.substack.com/p/chartbook-17… https://t.co/EeIs1KuXCO
"Mortgage dominance"? Will stress in housing markets deter central banks from further tightening monetary policy as @RobinWigg suggests? Global asymmetry is that US housing market is most comprehensively insulated against i.r. shocks. Chartbook #171 adamtooze.substack.com/p/chartbook-17… https://t.co/N8EBZjJtQV
RT @3eintelligence: Brilliant must-read analysis @craigpberry of the difficulty of understanding the #polycrisis & finding alternatives – "…
China, US, Japan, Germany, UK, France, South Korea, Canada, Italy and Australia – make up 75% of the global residential total. Chartbook #171 on the risks of a global real estate shock. adamtooze.substack.com/p/chartbook-17…
RT @NewLeftEViews: The problem with most of academic economics is the level of philistinism. A pronounced aversion to seriously think about…
RT @cerqueiraalvesf: Yet another great chartbook by @adam_tooze (a must follow, btw). As we should all know by now: the Winter is coming……
Mortgage dominance @RobinWigg argues housing market pressures may stop Cb tightening. But because of GSE-backed, 30yr-fixed US mortgage system that pressure operates asymmetrically and least of all on Fed the #1 Cb. Tough for ROW. Chartbook Newsletter #171 adamtooze.substack.com/p/chartbook-17… https://t.co/WR8Oh3h8Xv
RT @michaelbhaskar: This is a great tweet/graph: makes you see the world more clearly. twitter.com/adam_tooze/sta…
Global capitalism has 3 big asset classes Equities – $109trn Debt securities public/private – $123trn Real estate = c. $326 trn of which $258trn residential. Chartbook #171 on the risk of a ramifying global housing crash triggered by i.r. shock. adamtooze.substack.com/p/chartbook-17… https://t.co/JNxc2dDP52
RT @DanielAlpert: Repeat this to yourself every time you think about, or transact or trade in, the economy. Via @adam_tooze. (Subscribe to…
@avvwrites Yup. This is precisely where I am going with this. The idea that the Fed needs to crush inflation at all costs because otherwise the Dems are dead … just doesnt seem to add up. Sure folks dont like inflation, but there really are other priorities.
Chartbook Newslettter #171 on threat of a global real estate crash just dropped. #2 in mini-series on finance in the polycrisis. adamtooze.substack.com/p/chartbook-17… Start with #1 setting the stage for the series here: adamtooze.substack.com/p/chartbook-17… https://t.co/XbqmVKQytR
RT @EricLevitz: @adam_tooze I think the latter is partly right. But perhaps more accurate to say that it was trumped by the threat posed by…
Chartbook #171 Finance and the polycrisis (2) The global housing downturn. on Chartbook adamtooze.substack.com/p/chartbook-17…
Midterms and inflation: As the results dribble in, do we agree that a. inflation was not, in the end, a factor serious enough to kill the Dems' chances? Or, at least, b. that it was "trumped" by the mobilizing force of the threat posed by GOP in Dems' eyes?
RT @PhMarliere: Those kids have phenomenal skills. Breathtaking. https://t.co/VIdzs4b2ds
RT @WendenburgA: . @adam_tooze (ab 43'00) geistreich zur "Prager 🇪🇺 Rede" (➡️ t1p.de/w85re) von BK Scholz, ihren Leerstellen und…
@cacrisalves @craigpberry @HelenHet20 @ScottLavery1 @KaiHeron @CarlotaPrzPerez @BBonizzi Nice post. Appreciate the engagement.
RT @craigpberry: New post: We do not yet know what the polycrisis is craigberry.substack.com/p/we-do-not-ye…
RT @andrewpekosz: A snapshot of 2022-23 influenza testing at the Johns Hopkins Hospitals compared to the previous 5 influenza seasons… #i…
RT @JoMicheII: Subtweeting your own correspondents. https://t.co/347GPjvLEZ
RT @JoMicheII: Flip the page in the same paper and what do we find? https://t.co/tFR74qBHJ5
RT @JoMicheII: At risk of repeating myself here, but there is no objective fiscal hole that has to be tackled. There are political choices…
RT @scottlincicome: "The reality is that among the main trading powers — including middle-income countries — the US is an outlier in its de…
RT @varsha_venkat_: the book my eighteen year old brother is reading while waiting to get his ears pierced https://t.co/wL6FincDVq
Global finance under the sign of the polycrisis: what bends? what breaks? what implodes? A new mini-series on Chartbook Newsletter. Sign up here: adamtooze.substack.com/p/chartbook-17… https://t.co/I6v0pIsfpj
RT @ipsnews: Nigeria’s rapidly growing population, which more than doubled over the past 30 years from 100 million in 1992 to 219 million i…
@JamesHReeve Where do you get all this wonderful information about ancient tanks in Afghanistan from? Would love to cite your source.
@jasonfurman @EthanYWu @rbrtrmstrng Hi Jason on this at least I dont think we are disagreeing, rather the opposite. My point was that you need to track subindices in excruciating detail and, as you say, you need to track them continuously.
@policytensor @_Vimothy_ @crypto Plus this isn’t “money trapped”. This is a bunch of artificial values that puffed up. How much “outside money” is really involved, not much evidence for wealth effects is there?
@policytensor @_Vimothy_ @crypto Someone was telling me earlier this is all “echo chamber” stuff.
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