ADAM TOOZE

The cycle in global semiconductor sales is driven by Asia and the US, it appears to have bottomed out. @TS_Lombard… https://t.co/y77FfzxrwG

New Yorkers, come to this tonight at 7 at @mcnallyjackson's seaport store. I'll be talking with @JedediahSPurdy ab… https://t.co/DDdePiVsMA

How family offices, which manage the assets of the wealthiest families, allocate their assets. @iimag via… https://t.co/n4Lw5hT6vh

One of the remarkable things about the second coming of the KKK in the 1920s was its anti-catholicism. Branford Cl… https://t.co/fZqgRCJiXN

Broadband and cellphone services are grossly overpriced in the US. The starting point for Philippon’s new book, the… https://t.co/IaO4lOOEJg

US, Saudi, Russia: The world oil industry has become global. But since 1945 the big 3 have always been the dominant… https://t.co/jJi6MInv8t

Consumer spending in India "has slightly gone down. that is the first time such a thing has happened in many, many,… https://t.co/Q2D2BsidIx

It is hard to exaggerate the drama of China’s coal-fueled production surge after 2000. It dwarfs the experience of… https://t.co/KXGPl2xSDp

India’s 8 core sectors are contracting by 5.8% = most severe contraction in more than a decade. @BloombergQuint… https://t.co/T2WTQNq6Cj

“No one wants euro as an asset, but everyone wants it as a liability”. Borrow in euro, go long EM asset with a yiel… https://t.co/glBWq6485R

Slightly over 1/3 of economists surveyed by @WSJ think that the US will experience a recession in 2020.… https://t.co/UYMgN379no

Draghi’s interest rate tweaks are driving a reallocation of funds btw European banks. As a result the notorious TAR… https://t.co/gVQMrTsDr2

Young Eli Ginzberg convinced Wesley Clair Mitchell to substitute a seminar on secular and structural change in econ… https://t.co/ihpjYElHCP

Secular stagnation: the juxatposition of Japan's nominal GDP plateau and interest rates (inverted) is pretty show-s… https://t.co/VaBnati9u8

Pork entirely dominates China’s meat consumption. -> the epidemic sweeping through Chinese pig population will have… https://t.co/2YHKpzR2PS

The double shock to Chinese manuf employment in 2015-6 & trade recession from 2018 was severe … and then they stopp… https://t.co/86OQjgwukM

"Policy efforts since WWII have focused on lowering trade barriers. As result, economists don’t have much data on… https://t.co/2QJHY7dItL

Chinese exporters to the US are not lowering their prices in response to tariffs -> adjustment is coming in quantit… https://t.co/E29CCFkAtM

Actually existing trade war: amidst Trump’s daily bluster and flurries of announcements, one of best ways to track… https://t.co/Mq4BCZJIed

Amongst Democrats in US climate change has been a steadily rising concern. Republicans are flatlining. But independ… https://t.co/VLvuIoIeA8

The four ages of QE, or, more properly, the four waves of asset purchases by central banks. So easy to underestimat… https://t.co/mBExep7fbd

"We define emergency (E) as product of risk & urgency. Risk is expected loss. Urgency is reaction time/intervention… https://t.co/gRq2Eavr99

“Without a penalty for brown assets to go hand in hand with preferential treatment of green, we have too much carro… https://t.co/X56ddPExfN

Global cascade: This report in @nature on the way in which nine major environmental tipping points may compound eac… https://t.co/yALaLJq7ug

In August The world’s largest container ship MSC Gülsün arrived in Europe from the Samsung shipyard in South Korea.… https://t.co/cd5A0OXhgW

Rack revolution: Conventional shipping containers stack. But that limits capacity and access. What if, instead, the… https://t.co/02T7OsrWVS

Growth in global container traffic over last 30 years was phenomenal. Will it continue if narrowing wage differenti… https://t.co/txKrDxBeow

The economic stagnation of Brazil and Argentina – the latin american big two – should be profoundly worrying! It st… https://t.co/QJiD2QevP6

If newspapers and magazines are doing badly now the disaster for heritage media is still to come. In 2009 c. 60% of… https://t.co/g8tv77TLCE

The latest PISA rankings are out. You can download the @OECDEduSkills database from the @FT Let the usual round of… https://t.co/NItnJyUWQn