The big surge in European…
The big surge in European buying of US bonds ended earlier this year and with ECB QE phasing out, there is no reaso… https://t.co/BFSnmTi3gS
The big surge in European buying of US bonds ended earlier this year and with ECB QE phasing out, there is no reaso… https://t.co/BFSnmTi3gS
"If US wage inflation moves in short order to 4%, a lot of people in the U.S. will feel much happier. But those who… https://t.co/eL9yDJdkUJ
I like this German poll presentation which (roughly) suggests Linke, AfD and FDP static v. huge shifts btw CDU, SPD… https://t.co/Mu8GQcvN2n
Worrying about an Italy bank-sov doom loop? Look where Unicredit places in the capitalization stakes.… https://t.co/PuqP3ez9Ap
"Turnill, global chief investment strategist at Blackrock, said the scarcity of Bunds “has put a cap on their yield… https://t.co/t3gPC76Hg8
@Maldoror969 @bhbradlow say more and suggest reading please.
On the topic of current account adjustment by means of recession @DuncanWeldon Before Turkey there was Spain …… https://t.co/sHGKN6DSZL
"By the end of 2018 Bundesbank will hold c. 30% of Bunds &, given that net Bund issuance is set to remain near 0,… https://t.co/Y9vgJvIEcV
"Brazilian business elites had previously been quite happy to join the relatively stable political and economic pac… https://t.co/7nohrqrvNn
So far there has been no contagion from Italy. How could there be? Given ECB QE and budget rules there is large neg… https://t.co/JUTSm9JnW1
Looking at public sector assets as well as liabilities shows depleted condition of UK state. https://t.co/bRbYCkPpVt https://t.co/5UPijafzQo
Adjust for demography and you moderate but do not eliminate the decline in US labour force participation. h/t… https://t.co/cfy3gB2xum
@Brad_Setser @marcmakingsense @LucioMM1 @bruno_amable @DanielaGabor @MarcelloMinenna @M_C_Klein damn that spellchec… https://t.co/ZUk8mZHF0S
@marcmakingsense @LucioMM1 @Brad_Setser @bruno_amable @DanielaGabor @MarcelloMinenna @M_C_Klein And don’t get me wr… https://t.co/kKSaLktLwy
@marcmakingsense @LucioMM1 @Brad_Setser @bruno_amable @DanielaGabor @MarcelloMinenna @M_C_Klein on the retirement s… https://t.co/ces204HZzE
@LucioMM1 @Brad_Setser @bruno_amable @DanielaGabor @marcmakingsense @MarcelloMinenna @M_C_Klein Can only sympathize!
Occupied? The island of Sakkiluoto: a fortified home base for “little Green men” deploying against NATO in the Balt… https://t.co/3zbm8t3to1
Amidst the general picture of stagnant wages in the US the gap between highly cyclical goods producing sectors and… https://t.co/z8pruENXzj
US “gains” from reserve currency status are somewhere btw 0% and 0.4% of gdp a roster of top economists calculates.… https://t.co/uJgoaLQBZb
China accounts for 55% of America’s trade deficit. This isn’t going to be easy to hide! h/t @SoberLook https://t.co/ygrU26UAWq
Holding of domestic sovereign bonds by Italian banks are larger than their common equity tier 1. @OxfordEconomics b… https://t.co/751pkazwmL
Looking at public sector assets as well as liabilities shows depleted condition of UK state machinery and public as… https://t.co/imLiwMgvEP
@bruno_amable @DanielaGabor @adam_tooze @marcmakingsense @MarcelloMinenna @M_C_Klein as a practical matter if an ec… https://t.co/pkWx4QP5jE
So you've read @adam_tooze #Crashed & peeked behind the veil of obfuscation hiding much of #GFC2008, now you need t… https://t.co/xLypcmdSLD
There is now even evidence for wage pressure at the bottom of the US labour market, with wages of those with lower… https://t.co/cCg3LC7AJ9
Some truly crazy explosions and colors in this image of military drills in South Korea! https://t.co/QnXa09j3c8
@marcmakingsense @MarcelloMinenna @M_C_Klein Hi @marcmakingsense the pace of adjustment is defined in relation to b… https://t.co/2u1VnsNdze
@Frances_Coppola Hi @Frances_Coppola just wanted to check that you are also down with what has always struck me as… https://t.co/Dl45AMsJ44
Great diagram of endogenous money pump that drove the build up to the financial crisis in 2007-8 by… https://t.co/b3k8KrcS4c
As I understand the EU’s fiscal mechanism, the long-run goal is 60% debt to gdp ratio – your point @marcmakingsense… https://t.co/ebLkpTMb5o
Esta es la única forma razonable de seguir siendo hoy "marxista". (La genialidad es la genialidad, hablemos de dram… https://t.co/CxEiOGPWO1
Demolishing the pickup up truck math! @MattBruenig goes to work! https://t.co/9T0Gueo8et https://t.co/y46jAWBkdU
@asymptosis @Noahpinion @bhgreeley Piketty and co had to revise their estimates for 2012 in a downward direction. B… https://t.co/ejPjBoBHzN
As to the balance btw deficit and debt considerations in EU commissions fight with Italy, which I am debating with… https://t.co/HZNXEMShKP
@marcmakingsense @MarcelloMinenna @M_C_Klein On13/7/18, Council recommended that Italy should ensure that the nomin… https://t.co/eN4jYzmHS0
Yup … this really is Jamie Dimon on occasion of armistice day invoking JPMorgan’s role in financing of WWI to argue… https://t.co/hh0A9yrxPe
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