I just subscribed to Concoda concoda.substack.com/subscribe?utm_… amazing material on global macro finance!
RT @concodanomics: The banking panic is almost over, yet the Fed has already resumed the Great Financial Tightening. This will not only ind…
@concodanomics Hi conks this is a fantastic thread. How do inflation and the 5% interest shock since 2021 figure in your narrative?
RT @dieworkwear: AFFORDABLE CLOTHES I LIKE ON EBAY A thread on affordable casualwear I like on eBay. Requirements: plenty of stock and und…
ECB's newly hawkish position on inflation reflects Lagarde’s decision to distance herself more from financial markets than Draghi. “Some of them at the ECB seem to think what happens in financial markets doesn’t really matter" Great @MAmdorskyquote! ft.com/content/8b54c7…
“These banks tend to overplay their own importance and assume we are playing to their tune,” says one ECB council member. “I don’t see these fears persuading us to focus less on fighting inflation.” Good quotes in this @MAmdorsky piece on ECB! ft.com/content/8b54c7…
The forced sale of San Francisco-based First Republic to JP Morgan is the second-largest bank failure in US history, after Washington Mutual in 2008 — marginally bigger than Silicon Valley Bank. Also confirms JPM's preeminence in global financial system. ft.com/content/0c61a5… https://t.co/QhSsiXPnGH
The outlook for disposable income in the UK continues to be grim. ft.com/content/c39aef… https://t.co/A0QuIDoCgt
Singapore's decision to buy 12 F35s adds to fleet in region. "By 2035, there will be an estimated 300 F-35s in the Indo-Pacific region, with the majority in Australia, Japan and South Korea" ft.com/content/0c2082…
Real incomes fell by 6.5 per cent between 2020 and 2022 in the eurozone due to surges in energy and food costs. By the end of 2024 they will remain 6 per cent below 2020 levels, ft.com/content/784156… https://t.co/wCkkpMh4E4
Cutting ties with China would be “unthinkable for almost all of German industry”, the chief executive of automaker Mercedes-Benz has said, ft.com/content/ddf0b2… https://t.co/jn6vKdoRNa
"The US has offered to grant Chinese airlines the same number of weekly flights between both countries as American carriers — but only if they agree not to fly over Russia" ft.com/content/06a44d…
"China was the most important global market for Mercedes cars last year, with a 37 per cent market share — compared with 31 per cent for Germany and other European markets and 15 per cent for the US." ft.com/content/ddf0b2…
RT @dismaleconomist: Thank you @adam_tooze for including my Twitter musings alongside actual scholarly work by @daniel_mcdowell and @B_Eich…
You would think that given the importance of the energy transition we would be breaking a sweat when it came to R&D. You would be wrong! twitter.com/Revkin/status/…
RT @seemay: Ghosts of the Partisans Amongst the Transformed World of Post-War Italy. April 25 is the commemorative day for the final liber…
RT @nytimes: The gulf between Black and white unemployment rates in New York City is now the widest it has been this century, exceeding eve…
RT @te_rowley: Last night officials confirmed that Ukraine’s blanket consumer electricity subsidy is set to be removed – though unclear by…
RT @EconBerger: Since we're 6 days away from the next @BLS_gov employment report, a quick reminder re "nobody wants to work anymore" that t…
RT @neurosocialself: Being surrounded with unread books may enrich our lives – in the sense that this is a helpful ongoing reminder of all…
Sanctions, deals, dedollarization? Chartbook Newsletter #211 on a new round of debate about the future of the lead currency. tinyurl.com/2nzpmfhk https://t.co/JwEJsKLhCC
Will China, impelled by sanctions, shift world trade to a yuan-basis at the expense of the dollar? Chartbook #211 on the debate about the $ system, post-Ukraine. Sign up for free and read here: tinyurl.com/2nzpmfhk https://t.co/60OcyLNlCP
Does a declining $ share of global reserves betoken "stealth dedollarization"? Chartbook #211 on a new debate about the future of the world's lead currency. tinyurl.com/2nzpmfhk https://t.co/0Zf7XimjhE
Bucking the buck? Chartbook newsletter #211 on the most recent round of dedollarization debate. adamtooze.substack.com/p/chartbook-21…
RT @DanielKral1: A lot of lazy thinking about the role of inflation in lowering public debt-to-GDP ratios in Europe. For Southern Europe,…
RT @MenryWY: Interesting overview of historicizing water, the state of hydro-humanities scholarship here: academic.oup.com/past/advance-a…
RT @TarikCyrilAmar: Count me in (and I really did not need Janet to tell me): "…has roused doubters, who can also point to this month’s a…
RT @ASPertierra: I think it’s hilarious that a bunch of freight has to pass through Madison Wisconsin – a city on a thin isthmus where trai…
RT @MLiebreich: If hydrogen is going to fall short of expectations, the corollary is that electrification needs to over-deliver. It may not…
RT @michaelxpettis: This graph by Brad Setser says China is now running manufacturing surpluses equal to more than 2% of the rest of the wo…
RT @daniel_mcdowell: With the world waking up to the topic of RMB internationalization in the last month, I want to shout-out @WPReview for…
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