ADAM TOOZE

While much market focus has been on China, Switzerland looks set to become the 1st country to meet all three of the… https://t.co/wDRpzhZtyY

"[Mr Trump’s] ‘open mouth operations’ are likely to have only a transitory effect on value of $ if not backed up by… https://t.co/Kvlo8cX5qQ

Once you write it down it seems barking mad, doesn’t it. “Here’s a trillion dollars over ten years at 1%. Take *th… https://t.co/tIzF6OcJIH

Another fantastic thread on the China currency manipulation issue. This one from the best bofp analyst out there… https://t.co/ATd2hWoddb

"For all the concerns that Abe is spearheading a right-wing turn in Japan, the nationalistic mood that buoys him se… https://t.co/Of2UhacHVE

Fantastic thread from @alanbeattie on the absurdity of the Trumpian assault on China’s currency policy. Save this o… https://t.co/rlk0S0RpO7

Amount of global debt with negative yields is now pushing $14.5 trn, three times the level last October! Including… https://t.co/gpzKVE7MSG

Alchemy of confidence: according to John Authers the markets read the copper/gold ratio as a measure of confidence.… https://t.co/Boo29qOrAT

Tariffs beyond Lighthizerism – intriguing @WSJ reporting from inside the WH on how Trump is increasingly isolated… https://t.co/OoxrGSfixn

China’s 2015-6 bout of capital flight was, according to the @iif, the largest sudden loss of Forex reserves any cou… https://t.co/Yh9yXUpF1M

Today's RMB fix is 3 standard deviations too strong (red). That's got nothing to do with the "counter-cyclical fact… https://t.co/KbhgpVF8Rv

Considering risks to its fragile financial system "A short, sharp depreciation could be beneficial to Chinese negot… https://t.co/AkFn1w84Tv

GREAT article: "Abe has achieved little of note with Trump, but through golf trips & exchange of MAGA-inspired caps… https://t.co/yRP8aH0aqG

As they clamp down on another set of real estate finance vehicles, if Beijing is for real about no longer using the… https://t.co/6p3pLi10f6

"Collectively, we served our nation across nearly 40 years and were appointed and reappointed by six presidents, bo… https://t.co/jJxKTpIPVf

An outflow alert was triggered in our @IIF capital flows tracker The current reversal looks similar to the “trade… https://t.co/W0HmOo2TVt

If a yuan devaluation triggers a wider move downwards in regional EM currencies, a thing to watch is their $-denomi… https://t.co/byKYzmKtNH

Despite spectacular news stories about renewables, coal, oil and gas will still contribute about 85 % of primary en… https://t.co/Dka0uskIkt

Is a weaker yuan good for Chinese business? Depends whether they have borrowed forex. As @ajb_powell points out, ac… https://t.co/lmyODCiGlz

Loss of US’s regional authority is evident in its inability to control feud btw Japan & S Korea, its two most impor… https://t.co/cnilmfFEyk

In July 2019, a major melting event spread across the Greenland Ice Sheet. Billions of tons of meltwater streamed i… https://t.co/aXKGTKxD0a

Germany beware of nonsense output gaps #Canoo! As GDP projections fell so did the 'potential' output projections by… https://t.co/i8qxfTsO05

@RobinBrooksIIF @adam_tooze @SDullien @SGechert @KeineWunder @jsuedekum @GustavAHorn @KatjaRietzler @W_Schmidt_ alt… https://t.co/mUVpQnel7d

Far from driving the yuan down on Monday, the PBoC may in fact have been intervening to prop it up. John Authers ha… https://t.co/N1cgKmggo3

China took steps to limit weakness in the yuan, providing some stability to global financial markets in the wake of… https://t.co/Undoyv4qsO

Gotta love these hypnotic animated yield curve graphics from the @FT Check it out! They move …… https://t.co/mHjnNOILXA

Imagine if this were the news today …! https://t.co/wMysH2MrLq

BIS podcasts might be the thing that finally converts me to the medium! https://t.co/18G5bTn05Z

The Trump administration is unlikely to get a sympathetic hearing when it brings its accusation of currency manipul… https://t.co/Eyw6U93faB

Top climate change scientist quits USDA, says Trump administration tried to bury his study https://t.co/70NxmVbiTc https://t.co/MANWzX6Grb

Median monthly earnings in Germany, gross, vary strikingly between East and West and North and South. https://t.co/Tdtr8LGfZy

CNPC-linked Tian Ying Zuo supertanker and Felicity supertanker engaged in suspected ship-to-ship transfer of Irania… https://t.co/dYsbfa1Yrp

Poland has a shortage of workers willing to take low-paid jobs. Ukrainians will no longer accept minimum wage. But… https://t.co/cfnClb1gZe

Cracking 7: “China has probably determined that striking a deal with the US is unlikely and it is time to allow [th… https://t.co/ZFIISK8Lh4

A tsunami coming? Renminbi crashes through 7:1 boundary following Trump’s tariff threats. Will this trigger a wave… https://t.co/RjjHnlFLPX