ADAM TOOZE

In the 1990s half China’s exports came from SOEs. Now their share is only 10%. The trade war hits mainly privately… https://t.co/gNB5arA5nY

What is at stake in the Straits of Hormus is the shipment of gulf oil to the relatively fast-growing Asian economie… https://t.co/0e35HA5n1E

If you want to make a play on domestic US equities you buy … real estate, utilities and financials! Kind of surpris… https://t.co/aQ4ZIPQbjq

Collectively, the United States, China, Japan, Taiwan, and South Korea historically accounted for about 60%–65% of… https://t.co/xnfroHXo5W

Russian and Canadian basic chemicals industries are led by fertilizers and petrochemicals = most energy intensive b… https://t.co/VSBVD9zXTo

Since 2008 the deleveraging of the financial sector and households, the key drivers of the financial crisis, has br… https://t.co/F8FYVynTOd

The story of Clean Line and the obstacles that stand in the way of a renewables revolution in the US … or why, as i…

FIX THE GRID: A transformation in power transmission systems is KEY to unlocking the potential for renewable energy… https://t.co/ClSZfRblJ3

Gas-Wind-Solar: Least expensive technologies for generating electricity, by county of the US. And yet 27% of power… https://t.co/uCMw54Y6wR

The industrial sector consumed more than half (55%) of all delivered energy in 2018 (@IEA) Within industry, chemica… https://t.co/sPBxaymjkc

In 1970 interest rate-sensitive manufacturing and construction accounted for 30% of US employment. Today with their… https://t.co/V7gvV7J1w6

What is at stake in the Straits of Hormus is the shipment of gulf oil to the relatively fast-growing Asian economie… https://t.co/QixqtvHkBZ

In the 1990s half China’s exports came from SOEs. Now their share is only 10%. The trade war hits mainly privately… https://t.co/hZ7tP0nXJw

500:1 5 m Chinese jobs rely on Apple's presence in the country, including those of more than 1.8 m software and iO… https://t.co/wMpHGg9dJQ

"Last year, the tally of negative-yielding paper was shrinking towards $6tn, only for the forces of financial repre… https://t.co/sPpWDDEmeM

US companies should fear China’s consumers more than its government. A consumer boycott could change the landscape… https://t.co/6sHZQnWsrE

500:1 5 m Chinese jobs rely on Apple's presence in the country, including those of more than 1.8 m software and iO… https://t.co/QYRE1OcEsa

As of 2018 China boasts more Apple suppliers than the US. But that is about to end as the US tech firms reconsiders… https://t.co/dfS7XBz2SC

Uncoupling – Apple has asked its major suppliers to evaluate the cost implications of shifting 15% to 30% of their… https://t.co/CpFNg5vqlg

Compared to other cyclical upswings since 1879 the current upswing is not just slow and sustained but features very… https://t.co/jrVL4WPSpp

Big Bubble? From March 2000 the NASDAQ index plunged from $6.6trn to $1.456trn and took 13 years to recover.… https://t.co/fIJ2SoNW71

@adam_tooze @colbyLsmith This is recent work of my *fab* colleague Shweta at @TS_Lombard . She deserves a tag here! @ShwetaSingh222

Which is the biggest financial bubble of all time. @dollarsanddata argues that it was not the housing boom 2000-7 b… https://t.co/rw5CHV95K6

À lire, pour comprendre que le « projet de budget de la zone euro » n’en est pas un : c’est surtout un échec pour l… https://t.co/SFCFQLtmLB

Looking for a safe asset? As Europe shrinks its deficits there are fewer alternatives to US Treasuries.… https://t.co/gtL8DlfMIh

China might want to divert its savings from US Treasuries but there simply isnt any other asset class which can off… https://t.co/OIS8urO73q

“It is hard to believe that four governments, driven by narrow interests of their polluting industries, succeeded i… https://t.co/8hLSmr752C

What are the systemic risks in the European fund management industry? Important overview delivered by de Guindos ba… https://t.co/RuEk0IVrLM

After Germany signed up at the very last minute the EU fails to agree on net zero emissions by 2050. Needed unanimi… https://t.co/GpkAJ1hSqb