ADAM TOOZE

Extreme heat and light winds are causing extreme spikes in electricity demand and low wind energy production -> fie… https://t.co/OYDoiGFSHN

The social and political unrest in Hong Kong puts in jeopardy one of THE key hubs for global capitalism.… https://t.co/18ZzidpAhU

Robots are bad for jobs in firms that don’t install robots! Those that do automate actually add workers.… https://t.co/G6KZpBCOKj

Dollar exposure of Chinese private sector is large in absolute terms and concentrated on some weak balance sheets,… https://t.co/aghIfTfYic

A far larger share of clothes and shoes for women and girls are imported from China than for men/boys -> The Sino-A… https://t.co/g3NsFPBoTN

The ECB is not expected to match the Fed’s monetary policy loosening putting upward pressure on the euro in the med… https://t.co/xrel16DHeg

Are they Commies too? After Peter Navarro, Trump’s favorite economic advisor, took to Fox to accuse the @WSJ editor… https://t.co/3iKuo9uKg8

With exception of Jan 2017 China’s State Administration of Foreign Exchange has managed to keep currency reserves a… https://t.co/MDCI0H0auH

Of the 1.8 bn people facing acute water shortage in coming years, 1.4 bn live in India, 200 m in Pakistan and 83 m… https://t.co/8PwR18ZsUo

Mark 5 August 2019 as the day that the entire German yield curve slid into negative territory. And yet Merkel & her… https://t.co/UavJnqs2pe

Nearly 1.8 billion people in seventeen countries, or a quarter of the world’s population, appear to be veering towa… https://t.co/TmqBj5nCx4

Foreign investors are dumping S Africa gov debt over fear that bailout costs for power utility Eskom will dump it o… https://t.co/zxvHTOsCmX

After 26 Republican states sued the Obama admin over its Clean Power Plan, now 20 Democratic states (led by Cali an… https://t.co/kfrvFsh625

How Sweden’s Riksbank pionneered negative rates and why its governor now needs bodyguards. @RobinWigg… https://t.co/AaO5OQSLMB

Fascinating analysis of the changing composition of the Catholic vote in France https://t.co/f8h8wpQIRa

(thread) [CW: GRAPHIC] Philadelphia just came perilously close to experiencing what could have been one of the mo… https://t.co/C38hVsQpZo

Foreign M&A activity in India since 2007 has seen entry moves by Voafone, BP, Rosneft, Walmart and now Aramco.… https://t.co/tPK2VZ4gld

Saudi Aramco is branching out with M&A activities including a big stake in Indian refineries of Reliance Industries… https://t.co/WvhnZoESrL

During its big push in Afghanistan the Obama admin raised aid to Pakistan to as much as $3bn p.a., but that did not… https://t.co/CuTrCuFkJh

This thread by @APHClarkson on Brexit is dramatic in its tone and in its implications. But this is surely where we… https://t.co/ixRCkGG9Vo

For all the talk of "black swans", it's more often than not the known knowns that no one really wants to admit know… https://t.co/ApBNqlasd7

Since 2017 the fortunes of the french and German auto industries have diverged quite starkly! @MAmdorsky… https://t.co/AalFbuDUNC

Though there are areas of deep integration btw China and the economies of the West e.g. iphone supply chain, autos… https://t.co/Mgbi5C6wqp

“Zero has just become another number — at least for markets if not in the real economy,” “You can’t get a risk free… https://t.co/iVrHMS0NIP

China’s effort to contain the spread of the Gobi desert by means of a green Great Wall was begun in 1978, with limi… https://t.co/nTu6BJVKR7

"In China at least, buying stocks because you think they’ll subsequently be needed by index-huggers is proving a fo… https://t.co/OgmuQYijql

From lows in summer of 2008 the $ has risen in value for most of a decade. This crimps US exports, but main effect… https://t.co/yznudaYBq5

Danish lender Jyske Bank last week issued a 10-year mortgage bond at an interest rate of minus 0.5 per cent, meanin… https://t.co/L2WkAnM8qT

Treasury Inflation Protected Securities – give a good read on the real rate the market demands on 10yr securities.… https://t.co/lPFZ3UwicE

China has the high tech industrial share of a France, Italy or Spain but at a fraction of their income levels.… https://t.co/38ryAIZV9e

Rwanda is more densely populated than the Netherlands. 490 people to each square kilometre and in Rwanda almost eve… https://t.co/0yjibflgIw

Argentina’s stock market fell 48% in a single day = second biggest one-day fall of any stock market since 1950. #1… https://t.co/m5WvUaKvkW

The overall reduction in China’s growth rate hides very large regional differences. One for @SoberLook… https://t.co/RzgoLAoloM