ADAM TOOZE

Qatar long had a monopoly on LNG. No longer with Australian and US facilities coming online. From great report by… https://t.co/XfdcPXGiWB

The “break-even” oil price for shale oil may be low, but to actually make a profit and return investment in land th… https://t.co/iNIQSIELWJ

In the EM sell off of 2018 equity flows were NOT more resilient than debt flows. Fantastic work by @RobinBrooksIIF… https://t.co/eAVmDTz6KA

With US shale production surge compounded by new pipeline capacity coming on stream in 2019 the outlook for oil mar… https://t.co/UXgKmDdoxA

Amongst “EM” crisis – Eurozone periphery crisis is unusual in seeing large sales of crisis-country portfolios. Usua… https://t.co/HWVnGMh4iU

China’s non-inclusion in the INF 5-5000 km range missile treaty -> channels its effort into that area where neither… https://t.co/1BpSDajBoF

It isn’t selling, it is revaluation that drives fluctuations in EM portfolios. Even during Turkey crisis, there was… https://t.co/LJZmCxeqoG

For those who are following German €-area policies and politics from abroad: This is a very important appointment a… https://t.co/gCDCRYNKK6

@econjared @nytimes @jzettelmeyer @ojblanchard1 @SMerler @MESandbu @M_C_Klein @Brad_Setser @heimbergecon @JWMason1… https://t.co/06qIDIzTXg

The hemispheric footprint of the US ballistic missile defense system is truly impressive! From Stratfor:… https://t.co/PRr8YL1tB3

"Italy’s populist government is looking for a route out of a fight with the European Union over its budget. It isn’… https://t.co/3PO19SPQ5g

Banks May Be Safer in a Debt Crisis, But Investors Aren’t: Both the @federalreserve and the @bankofengland are worr… https://t.co/DKhm0RXQaj

When we say that foreign capital is withdrawing from EM we should not imagine that foreign investors are actually s… https://t.co/DCQSFVTDQS

@MESandbu @MMQWalker And Im still with @MMQWalker & @WSJ team: … the mood music may be different, but not obvious… https://t.co/AqKzhfbdPe

Latest Eurobarometer: Italians pro euro have increased by 12 points, to 57%, those against have fallen to 30% (11%… https://t.co/IYrKCSqRm1

@MiguelGilTertre @ollirehn @COdendahl @OdendahlC @CER_EU @CER_Grant Say more!

Of course, Germany will not just accept everything Southern partners in the €-area are asking for, but this finance… https://t.co/hovPYY7gyt

@MESandbu Id say it is a close run thing! But we are NOT out of the woods yet.

Olaf Scholz has hired an excellent successor to Ludger Schuknecht as Chief Econ in the Finance Ministry: Jakob von… https://t.co/IVdo9lCJqT

Very interesting view on the euro's global role. My own (slightly older) and partly complementary piece on this at… https://t.co/O8LeQeg1i8

@Politicianist Yes Absolutely. A qualification I couldn’t make in an op-ed.

@BobWolfeSPS @JEPomfret @sdonnan Thanks for clarification. It struck me as amazing ….

@AaronsonSusan Please say more. It stuck me as amazing!

The top investor in coal-fired power plants globally is @blackrock From a remarkable database on the global coal in… https://t.co/16tKtwAolc

In its struggle with Rome, EU must take seriously the Italian crisis: 32% youth unemployment, fall in GDP per capit… https://t.co/wvte1VVW1J

@marcmakingsense @JEPomfret @sdonnan Hi @marcmakingsense can you point to stuff to read?

Captain Pakistan’s Wild Ride: @maxrodenbeck reviews Reham Khan’s scandalous biography of her ex husband now PM Imr… https://t.co/r0JyIV49uv

"The performativity of potential output: Pro-cyclicality and path dependency in coordinating European fiscal polici… https://t.co/UiyDzBDc2x

@Brad_Setser So in a trio of cliches: interrupting the bank-sov doom loop …. increases the TBTF problem … out of frying pan into fire …

The Italian situation: we may disagree about conclusions but in writing this @nytimes op-ed I learned a huge amount… https://t.co/75iM6BAL4y

@IranWonk great question. Perhaps @COdendahl and I should think about a follow up.

@mavrondoni @nytimes @ColumbiaEurope The latter I fear …

@aspiciendo @nytimes I looked for something from Naples … I reference the South in the piece. Obviously its not typical …

The tax wedge on wages in Germany and France is eye-watering. This blog post by @brianvmullaney is a feast of great… https://t.co/wkXytF8L1I

In its struggle with Rome, EU must take seriously the Italian crisis: 32% youth unemployment, fall in GDP per capit… https://t.co/ikqSBDs2Cr