October 26, 2022
RT @IrvingSwisher: Massive props to Kocherlakota for offering a principled stance here and cutting against the grain of ideological conveni…
RT @IrvingSwisher: Massive props to Kocherlakota for offering a principled stance here and cutting against the grain of ideological conveni…
RT @jonsindreu: @willjfang @darioperkins @TheStalwart @IrvingSwisher @adam_tooze @DanielaGabor Picking up from what Dario said, I think too…
RT @Fravazah: Excelente post de @adam_tooze señalando la necesidad de reenfocar el debate sobre la inflación a la asequibilidad de la vida…
RT @DanielaGabor: forget IIF @adam_tooze we now have a central banker on the hill, and I predict eventually it will come common sense http…
RT @KeineWunder: Bei uns im Interview: @adam_tooze Vielen Dank… twitter.com/FuW_News/statu…
Poland declares that it wants to become the nuclear center for east central Europe with backing from other side of the pond! No doubt unleashing celebrations in Berlin. faz.net/aktuell/politi… https://t.co/HbEP2eV6ni
RT @ZiadMDaoud: Sell US Treasury bonds and buy what instead? Saudi needs to hold liquid dollar assets to back up its currency peg
"We waited for Germany but it just got increasingly silly", France follows other Europeans in renouncing the Energy Charter treaty without agreement with Germany. handelsblatt.com/politik/deutsc…
New apartment listings in the US show falling rents. thedailyshot.com/2022/10/25/lea… https://t.co/4UcDMe27Da
Don't eat beef! @OurWorldInData thedailyshot.com/2022/10/24/a-m… https://t.co/sl5drKBdjZ
Top Links #107 Energy price shock, the dead bond market & the military-industrial complex on Chartbook adamtooze.substack.com/p/top-links-10…
Energy price shock, the dead bond market & the military-industrial complex on Chartbook adamtooze.substack.com/p/energy-price…
RT @Chris_Whittall: There's no doubt the mini budget was v significant for Gilts But zoom out a bit further and you'll see 30yr Gilts star…
RT @ErikFossing: There is no evidence that consumers’ infl expectations become self-fulfilling. Latest, IMF research shows no reason to wor…
RT @ChristianKopf: I’m glad that @ErikFossing agreed with my remark that “inflation is not the problem, but part of the solution”. Just som…
RT @ErikFossing: I’m familiar w @R2Rsquared excellent research. Consumer expectations is the least important of the various expectations,…
RT @ErikFossing: After a week in Washington chatting with a large number of people in and around the ECB I can only say this: I have never…
RT @ErikFossing: Great threat. The central bankers’ apparent determination to tighten policies, come rain come storm, was staggering.
"Wage-prices spiral" … NOT … happening in Europe. twitter.com/OliverRakau/st…
RT @APHClarkson: It looks like a scene in a film where two corporate executives arrange an assassination
RT @BurggrabenH: Consequently, TTF/NBP are down hard (& in s-term cantongo) & LNG trades at a discount to TTF. Means? A Nov cargo into Sp…
RT @davidrkadler: A very important point by @MESandbu: Central bank independence does not “depoliticize” central banking. By divorcing mone…
RT @SkyNews: Don't expect Britain's first hedge fund premiership to be smooth or enjoyable | Ed Conway news.sky.com/story/dont-exp…
RT @DanielaGabor: Look @adam_tooze the repo train now has tracks in Africa and Vera Songwe is literally driving it under narrative 'level t…
As bottlenecks ease, Shanghai to LA container rates are almost back to pre-COVID normality. thedailyshot.com/2022/10/24/a-m… https://t.co/vEteiVHe8O
"We say that's now how the world works, as though the world works." Maggie Smith twitter.com/rachelsteenbli…
The bleeding in Chinese real estate continues … thedailyshot.com/2022/10/24/a-m… https://t.co/YpO4SvSsC9
"The ultimate design is going to hurt banks, and that is very much our intention." – unnamed ECB official on the plans for TLTRO rule change. reuters.com/markets/europe…
RT @pat_kaczmarczyk: Einem solchen Einbruch muss man mit einem ausgeglichenen Staatshaushalt und höheren Zinsen begegnen. Mainstream in D…
The average yield on China’s dollar-denominated high-yield debt is nearing 30% as leveraged property developers struggle. thedailyshot.com/2022/10/24/a-m… https://t.co/ipr24dY1gj
RT @LukeDuke1268: @adam_tooze And You may also enjoy a NIIP comparison https://t.co/RwAUtv5UXL
The renminbi is now at levels v $ last seen in 2008. @SoberLook https://t.co/gTfT2c7R9B
The contrast btw Italy and UK's trade balance is rather striking! ft.com/content/e999ef… https://t.co/vUnAtZN7qL
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