ADAM TOOZE

Could there be a Mexican doom-loop triggered by a Pemex downgrade to junk? The oil company is ailing and needs help… https://t.co/q3OhMpSPqU

After the huge surge of the early 2000s, China’s coal country began retrenchment in 2015. But it is a slow, painful… https://t.co/uAPVeThJJX

"The separation btw economic & geopolitical spheres was always fragile. It now looks outdated. US & China have fund… https://t.co/rwQwejJ45u

A very useful explainer on Leveraged Bank Loan versus High Yield Bond Mutual Funds h/t @colbyLsmith @FTAlphaville… https://t.co/bxhIblwyqr

Campaign against Nonsense Output Gaps (CANOO): consensus output gaps reflect past GDP realizations, not true potent… https://t.co/Qez7hB0ED6

As China winds down its reliance on coal India is set to assume the mantle of the main coal-burner and CO2 emitter… https://t.co/yzNRELhisU

China is making a much lauded push into renewables but given its investment in coal in early 2000s there is a LONG… https://t.co/uY9pmQ7ZmE

After the huge surge of the early 2000s, China’s coal country began retrenchment in 2015. But it is a slow, painful… https://t.co/6xcr4IbuHs

“Anything but coal” – did China reach “peak coal” in 2013? There are few more important questions for global surviv… https://t.co/s1dNtEztDn

"G20 governments’ funding for coal-fired power plants has actually increased in recent years, surging from $17bn in… https://t.co/zhBvAIg04n

Purchases of medium & heavy trucks track the US business-cycle fluctuating btw 550k and 200k units. @wesbury via… https://t.co/xvoFoh6KB3

Land Clearing: a horrifying description of US bulldozer operations in Vietnam designed to destroy tracts of jungle.… https://t.co/qOhBogBCxb

"Of the 15 companies that produced the largest quantity of crude steel in 2018, according to worldsteel, six are ow… https://t.co/e3GC1LIMte

Iron ore supply is c. 1.7bn t pa. Vast majority is supplied by Australia and Brazil which creates potential for pri… https://t.co/atQawCTuEd

The concentration of steel production in China is historically unprecedented. Its output is 9 times that of its nea… https://t.co/uKSK3oE2Hu

South Asia is home to large numbers of very poor people who are also extremely vulnerable to climate change.… https://t.co/qQduHXbGfW

As recently as 1989 only 3% of Americans held a passport for international travel beyond Canada and Mexico. Today t… https://t.co/cdBYo8rWH9

“Since 2017 climate portion of the G20 communiqué has been G19+1 with US making its own climate statement. This yea… https://t.co/eHc58xCtaX

World house price growth has fallen to 1% and residential investment is now contracting. @OxfordEconomics via… https://t.co/ekB6XgxkA7

How China matched and then surpassed the steel production of the entire rest of the world. @wolfofwolfst &… https://t.co/zDdgfY75ZN

Debt to GDP ratios show America’s household deleveraging and viewed in relation to assets, the balance sheet looks… https://t.co/tCZEhL4bmr

Historically, every time the yield curve remained inverted for over a quarter, the economy entered a recession.… https://t.co/zSp1MEt2KJ

"Japan has bowed to US pressure by watering down commitments to tackling climate change in its draft G20 communiqué… https://t.co/0LmOpx36jF

If you pick your inflation index carefully enough you can credit the ECB with having raised inflation almost to 1.5… https://t.co/OuJluVj0VY

Looking for the lightest, most authentic tortellini in the Veneto? Look no further than https://t.co/xrTnP7qizG… https://t.co/UeH5CCeGij

Pila Vecia rice mill in the Veneto with origins that date back to 1650, beautiful restaurant and inspired 5th gener… https://t.co/8WE5fhHoKJ

It is true that “factory Asia” is the smokestack of the world, but carbon imports and exports from S Korea net out… https://t.co/4A544OyOdX

A worker installs Hikvision surveillance cameras in Beijing before the lunar new year celebrations in February © Re… https://t.co/pxz4DLaTgA

The CO2 embodied in global trade is a significant qualification to national emissions data especially for US and Ch… https://t.co/TzGxBmnLZ5

"We got a 50-minute non-stop lecture about this being a clash of civilisations” @AdamPosen on the vision of Chinese… https://t.co/QEUY08GEQw