ADAM TOOZE

California’s renewable energy push has created a huge surge in electricity generation at midday from solar farms, d… https://t.co/cU676nUMQ2

The world of government debt, and how Italy stands out. 4th largest chunk of sovereign debt and a painfully high de… https://t.co/EswzkZTXta

Italy’s bond markets are so unstable because under 3% yield Italian finances are sustainable, above 3% they are not… https://t.co/oDKeQS7t6R

Are we finally about to exit the aftermath of the Volcker shock? From the interest rate highs of the 1980s the tren… https://t.co/WAFcCTaH0m

Thought secular stagnation was off the agenda? Not so fast argues @TheEconomist Free Exchange. Right now US economy… https://t.co/jzm0a56QI0

@RobinBrooksIIF the early 00s dollar was a super strong dollar, one that absolutely devastated US exports (contribu… https://t.co/9ZDNxHMjcz

V important for World Bank narratives invoking the magic of patient institutional investors – they give their fund… https://t.co/1fEwaOsW1f

"anyone who has ever bothered to check the data” @M_C_Klein will discover that the Japanese really never did suffer… https://t.co/WEw2xvz71q

On Fritz Fischer, the famous historian of WWI, and his Nazi past, this essay by Stephan Petzold is excellent – The… https://t.co/kikJWUBKTE

The S&P500 bull run since 2008 has been driven above all by tech, health care & consumer discretionary. @SoberLook… https://t.co/tGOKYmBOAW

Since 2008 there have been three waves of credit stimulus in China, are we about to enter a 4th? @SoberLook w/t… https://t.co/nk5nBsBI8M

Overoptimistic Italian GDP forecasts may simply be a technocratic fudge by a “populist” government. Or might a more… https://t.co/2MEqx5ftwY

"The definition of full employment is low- and moderate-wage workers actually get raises.” We are not there yet!… https://t.co/WCprnq45Db

Looking forward to talking about Crashed in Madrid next week. Thank you to @frdelpino for the invitation. https://t.co/RqwGhrW4Fw

"Economic forecasts point to improvements in productivity, as labor becomes more scarce and expensive.” One for you… https://t.co/J7L3y0IHx2

In the global system of trade the intraregional concentration of North American trade really stands out. Canada and… https://t.co/m2COxUtKVg

Urbanization in China used to be driven by rural->urban migration. increasingly natural growth and boundary expansi… https://t.co/BHbbjFRKah

Fixing the infrastructure: It won’t be until 2020 that pipeline capacity will lift constraint on Permian basin shal… https://t.co/0QQzwCONQO

Household size plunged in US btw 1970 and 90 once you adjustor that median income grows more rapidly. What caused t… https://t.co/MYRjjlWwub

@adam_tooze startling conclusion may be that ECB collateral framework is mechanism for preferential 'industrial' po… https://t.co/yG7AkMCoAn

Productivity and real wage growth move together. UK Labour suggests @bankofengland should target productivity. Perh… https://t.co/LfCgDlP6iF

How does a $10pb rise in the oil price shift current accounts across the globe? Kuwait on one end, Ukraine, Lebanon… https://t.co/EPX2jyDtaq

Measured by ease of collateral rules and haircuts, relative to private sources ECB liquidity support to the French… https://t.co/qk68zGCpHo

US tariffs on China do not equal tariffs on Chinese corporates: 60%+ of imports of machinery, computers, electronic… https://t.co/zHBieM1KZm

1. The Taiwan manufacturing sector tracks mainland China 1-1 2. The Chinese mfg sector is really slowing down! = bi… https://t.co/xsGKWt4VFZ

If I am reading this correctly I think it is saying that manufacturing & tech account for 70% of nonfinancial opera… https://t.co/KMtQQ6Om78

The lack of wage pressure in middle of wage distribution is clear indication that talk of “full employment” in US i… https://t.co/0PdyGmxwoH

In an EM crunch Asia is not a "homogenous set”: Thailand, Vietnam have stronger external accounts, lower reliance o… https://t.co/jVGBq7r1XY

Haiti’s 2010 earthquake with 300k+ victims was the second worst earthquake in recorded human history. I knew it was… https://t.co/v6Iz7DsKCh

Are we witnessing the end of the bond bull market that has been running since the 1980s? The global fixed income un… https://t.co/R24RMuagW2