
High frequency data confirm an…
High frequency data confirm an extreme contraction in quarterly GDP in Q2 2020. @SoberLook @NYFedResearch https://t.co/pPjw6tQevh
High frequency data confirm an extreme contraction in quarterly GDP in Q2 2020. @SoberLook @NYFedResearch https://t.co/pPjw6tQevh
Credit squeeze: those with lowest credit scores are now paying 15-16% for auto loans in the US. Expect those payme… https://t.co/yOkrNtCuwz
Introducing the 'Ostrich Alliance' – four world leaders who deny the threat of coronavirus https://t.co/rW3BBpGOvs
$275bn will flow from US Treasury to households in April, 150bn in May and June … nowhere near enough to compensate… https://t.co/3FQ47XKhDC
20% unemployment: @Nomura @jpmorgan both predicting for the US by the summer. Via @SoberLook https://t.co/yO96iTlHp7
Turkish Lira is near levels last seen in Aug. 2018. The monthly current account deficit of -$1 bn is smaller than i… https://t.co/huhg8xFVlG
Possibly one of my favorite Soviet Military Power Report graphics: 1981's Nizhny Tagil tank factory area superimpos… https://t.co/Kq4574z8pf
Did a corona political economy interview with @schieritz of @DIEZEIT Auf Deutsch https://t.co/HrEesjFIqL https://t.co/rHTc6W20Hy
What to do with the debts – pay them down, devalue them – or simply ignore them. @schieritz on point. In German https://t.co/EgxeTGftK2
Forget. About. Inflation. For. Now. https://t.co/JbOmtivHQr
@schieritz “Fiscal space” könnte man in den USA, UK oder Japan als die Höhe des fiskalischen Schocks beschreiben, d… https://t.co/2tvZ1rf0bP
“I think there is room for capital flow measures . . . as a prerequisite for many Asian economies to use more aggre… https://t.co/Ri6KBqgfbj
@simongerman600 I remember Erdäpfel being used in Heidelberg in 1970s and 1980s. See RheinNeckarZeitung from 2014 u… https://t.co/wNCyCJKNE8
Die in der Schuldenbremse vorgeschriebene Verpflichtung zur Tilgung der in der Krise aufgenommenen Schulden führt… https://t.co/4XExrIm0HK
Anything that has the recommendation of @AntonJaegermm @zeithistoriker @dbessner …. I'm ordering. Looks fascinatin… https://t.co/L6QzfNHvah
You gotta love a conversation that ends up with someone admitting “I’m hardly some kind of hardcore ranked I’m just… https://t.co/dy4OgF3NJU
OpenTable bookings had declined 70% before US restaurants were closed. Swedish movie theaters are open but revenue… https://t.co/hB1jQU4Fx6
BTP-Bund spread has been widening every day since the Eurogroup “deal”. Markets understand that ESM/OMT and PEPP ar… https://t.co/aO39o2JEKQ
The first new ventilator is a modified existing device. Does anyone know if earlier versions are in use in the NHS… https://t.co/yw4ouD1t8n
BTP spreads have widened quite sharply. It's Wednesday. Better don't go to bed too early. #ECB
If the Fed’s interventions have on the whole been prompt, massive and effective, will its propping up of HY ETF com… https://t.co/9K3WvhGM2H
The details of the retail sales report are absolutely brutal. https://t.co/is0WK3p5YP
Arabica coffee and uranium (?) may be the only commodities to benefit from the COVID-19 crisis.… https://t.co/n8Rq6ABjLf
COVID-19 pandemic may be one moment when it is better for seniors not to live in extended families. @StatistaCharts https://t.co/wkWTnzTAiG
What defines EM? 1. @teasri & @TheStalwart say it's lack of fiscal space 2. Inability to do fiscal stimulus here w/… https://t.co/IrU2Q2Ezsp
“2008 was a banking crisis, but this has been a capital markets crisis.” @RobinWigg on why 2020 is not 2008 really… https://t.co/T4TtBikcPb
Really telling graph about recent history of the global auto industry Stagnation in the oughts 2008 shock Then Chin… https://t.co/HxfbsQcOQB
World merchandise trade is set to plummet by btw 13 and 32% in 2020 – either of these numbers would be shocking &… https://t.co/2hkuwOaXdC
The Smithfield pork processing plant in Sioux Falls, South Dakota closes. Supplies about 5 % of US pork production… https://t.co/wvkorUWKEM
Is Zambia on the edge of default? The economy of Africa’s second biggest copper exporter is “on the verge of collap… https://t.co/Julf4aP1rx
"In the vast slums of São Paulo, Mumbai, or Manila, quarantining can mean living in one small room with ten people,… https://t.co/qFlxd1R5Tp
My colleague Risto Herrala blogged about India’s struggle with the COVID-19. Economic activity has plummeted during… https://t.co/pt0bD3mtHV
MAJOR UPDATE: My analysis showing #coronavirus could trigger the largest ever fall in global CO2 emissions just got… https://t.co/VASKdTN6a0
A recession deeper than 2008 faces EM ex China according to @IIF data. Hit to Latin America and EM Europe is heavy.… https://t.co/un5NpbBLDy
Scales on these graphs are tricky but I believe it is telling us that the sov spread of Turkey and S. Africa have s… https://t.co/iBTnyWylvT
When we infer the prospects for European and US recovery from China’s experience, remember that their outbreak was… https://t.co/e8ldI4EKE2
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