ADAM TOOZE

Around May 2016 when the worst of the 2015/6 crisis were over, Beijiing decided to clamp down on shadow banking = k… https://t.co/9U8N071hVm

Phase II of America’s shale boom is running out of steam. Since July the EIA has slashed its forecast of oil produc… https://t.co/SOUUjF6O4A

Detlev J.K. Peukert, »Max Webers Diagnose der Moderne« (Vandenhoeck & Ruprecht, 1989; @bsb_muenchen, @dfg_public; d… https://t.co/yzr5yOIo9I

In May 2016, People’s Daily published a long piece excoriating China’s economic model, declaring “trees cannot grow… https://t.co/JKvciKno5d

Inflatables… Temporary installation on Freestone, California…1970 by Ant Farm… #architecture #arquitectura… https://t.co/yZnrL8YAd9

Note a few things from the chart: 1) trade started contracting BEFORE trade war erupted 2) initial impact of trade… https://t.co/guBZLUxtc1

There will be a video soon on this, in the mean time those interested can read this paper w @cornelban73… https://t.co/YFLEPndwPl

@EchelonMirror @adam_tooze Yes I agree, VRT & fertilizing based on removal even have reduced fertilizer usage. No… https://t.co/hu1ZbmuP4l

Since 2000 the fertilizer-intensity of American agriculture has significantly declined. Can anyone point to anythin… https://t.co/ytWft7qUo3

Even in EM which experienced generalized catch-up growth 2000-15 the gains in labour productivity were heavily conc… https://t.co/JfcjlVwJgc

What drives EM growth? Chinese domestic economic policy shifts bulk large in this remarkable analytical chart from… https://t.co/pECZh9thqp

Chinese auto sales fell in Sep for the 15th month in 16, extending their unprecedented slump despite gov efforts to… https://t.co/zFmIy2WWbr

The eurozone truly is in Alice's Wonderland: Greece has now auctioned 3 month bills with a negative yield.… https://t.co/jYvlMwevHi

Canada runnign hot: Despite an all-time high household debt-service ratio and a near-record ratio of debt to person… https://t.co/y9T4zL6kZR

Well thats something to look forward to. The Fresswelle visualized … https://t.co/8dnV8WmuAB

On top of the car industry’s other woes there is a glut of used cars coming onto the market as lease’s expire.… https://t.co/d3JUpor6vv

One thing American consumers do NOT fear is inflation! And I dont think that this is telling us that Americans expe… https://t.co/Z7ccgp2IIL

American consumer expectations were divided by political party before Nov 2016, since Trump’s election they have be… https://t.co/4oSfWBtYhm

Since the summer of 2019 a gap has opened up in funding costs for Chinese banks perceived to be stronger and weaker… https://t.co/FCT25Jwe15

We hear lot bout Japanese investment in $-assets. At same time stock trading by foreign brokerages represents > 50%… https://t.co/GwcAcErAwz

The unemployment rate in Greece dipped below 17% for the first time since 2011. Nothing to add to that really ….… https://t.co/WYLREiOYka

It isnt just German industry that has taken a hit. Dutch industrial sales falling too. At least NL have made a susb… https://t.co/oITu91B4zY

The changing of the ECB Exec Board and Gov Council … and folks, does it need to change! How is this an acceptable c… https://t.co/OFcyUlXG8X

With the Midwestern labour market already showing weakness now the San Francisco Fed unemployment indicator is tick… https://t.co/ObvDeJ5QqO

US cities now vote Democrat. Not in 1916. Realignment of the political parties, great migration, ind-deind & redis… https://t.co/lyX95uRtoc

Kazakh tenge continues to weaken as the central bank prepares more bank bailouts. It isnt large. But I still feel t… https://t.co/xdvrlBH6iy

A note on the budget deficit, which is about $300 billion more than CBO was projecting in June 2017, before the Tru… https://t.co/MgMFdYYFfp

Last night Lazio fans marched through Glasgow doing fascist salutes. Celtic fans responded by unfurling a banner o… https://t.co/deAfbHWSH4

The number of Britons acquiring the German nationality has jumped from hundreds to thousands a year since the Brexi… https://t.co/2aYxZ8uA5y

80% of cocoa producers, or four million people and their families, live on less than $3 a day -> ivory coast and gh… https://t.co/Y8zcnldqm7

Profitability of the median EM SOE has plunged. Return on invested capital slumpedfrom 12.6% in 2007 to just 6% in… https://t.co/IfvPXMlrX0

When you think of the last / next five years, how do you think the state of society in Germany has changed / will c…

70% of AfD voters often feel like 2nd class citizens. With the Thuringian elections coming up in which AfD likely t… https://t.co/MiwPEe5VR1