ADAM TOOZE

Anyone estimating positive effects on GDP from a 4 DEGREE temperature rise by 2048 needs to take a long hard look a… https://t.co/8EynUcCFz4

@notaman77 Seriously, it’s one of the payoffs of nationalism …. it changes the optic!

@notaman77 Everything looks smaller from up there …

“The masses make history …”. This by Tony Wood in the @LRB on Peru and the Shining Path is really illuminating.… https://t.co/fu6mvBIDw3

Things that make you go hmm … the debt to gdp and fiscal deficits of the BICS are worth reminding oneself of.… https://t.co/rJpS1Mlrk4

How archers from the battle of Agincourt came to the aid of the BEF at Mons in 1914. The Supernatural side of WWI e… https://t.co/vZLcxTYX2y

Isabel’s brief history of Huawei is gripping & in places bizarre… The firm sits on a “cell” with the UK securi… https://t.co/viZxjPudUa

China’s exports to US (even in gross terms) amount to only 5 % of GDP (a net measure). Level of mutual dependence s… https://t.co/32CZ52oq1x

Beijing’s crackdown has reversed growth in China's shadow banking sector and squeezed its share in total social fin… https://t.co/fIjX0iV90A

Hate to indulge in historian’s “dont believe the hype”-shtick, but dramatic talk about current regional divergence… https://t.co/ZBlvwh54yB

Remember all those stories a while back about the booming market for trailers/mobile homes in the US. Some historic… https://t.co/IczTX08UeP

There is a yield-chasing “feeding frenzy” in the leveraged loan CLO market right now in which you can individually… https://t.co/7ldq3i73zQ

The holding of CLOs backed by leveraged loan helpfully mapped by the @bankofengland The highly misleading thing abo… https://t.co/CkFCJ4PCTR

18% of all triple A-rated CLO bonds outstanding at end March 31 2019 were held by one Japanese bank, Norinchukin! v… https://t.co/trIzj8Qq0t

Japan’s Norinchukin Bank – the bank for farmers and fisherman – has been the whale in the $600bn leveraged loan CLO… https://t.co/4IAiyJg27y

“The turnround time on liquidating a mutual fund or ETF fund can stretch into weeks or months. That is too much mat… https://t.co/XMslQKgJih

US Congress rejected a move to introduce European-style reporting standards into America. so there goes the idea of… https://t.co/QqzPH82vRz

In 1900 a young Ferdinand Porsche, caused a sensation at the Paris World Fair with a vehicle driven by a pair of el… https://t.co/4L3hpfVfDB

Today, more than a decade after the Great Recession began, we are still mired in those “long, dragging conditions o… https://t.co/ZkNkuiwaZB

In response to the unflattering HBO series Russian television network NTV, owned by state-controlled gas giant Gazp… https://t.co/kW6u3DWkZT

And there was I thinking that the cryptocurrency bug was a Californian thing. Prevalence and use far more common in… https://t.co/lbkUoiPcbP

'A shortage of German debt complicates the ECB’s stimulus plans. The central bank’s own rules currently limit it to… https://t.co/8PwkafJDNO

“By the mid-2030s there is a very plausible scenario where German government debt has almost entirely disappeared”… https://t.co/jsONqFD35G

@adam_tooze @bankofengland However, important to note senior CLO tranches paydown in 3-5 years since defaults of le… https://t.co/vP2J8ZRYOO

Housing additions in NYC were running at heighest rate since 1966. But they are a long way from the peak levels of… https://t.co/qZKfLczMra

@KS1729 thanks for clarification. But he vast majority of that “Japanese” slice in the @bankofengland graphic is on… https://t.co/NFy4Q4Wggd

@DanielaGabor @adam_tooze and this gets sent to HQ (data is constructed from bank-level up but only have the countr… https://t.co/ZdKvYRky3E

@DanielaGabor @adam_tooze They are a strange creature indeed. In the US they have a significant amount of repos (a… https://t.co/Mu4HrifYBz

@tom_nuttall Thanks. Terrifying for the SPD!

@Oneoneder @Maxairniketout balance has shifted between early phase of Chinese growth c. 2000-2008 where export shar… https://t.co/YrJ2BTlMGk

@NW6Penguin But ANY market with this kind of structure is vulnerable. @DanielaGabor

@jasonintrator Thanks, much appreciated.

@adam_tooze I guess the answer is not that surprising – lobby power. So typical of post-Lehman regulations, rules t… https://t.co/jNzU17EiF2

@NW6Penguin @DanielaGabor for an example of the euphemism about risks in the leveraged loan market take this report… https://t.co/JHesVYu8qW