ADAM TOOZE

US investment banks entirely dominate the dealmaking that is reshaping the corporate landscape worldwide.… https://t.co/2IVEUC5sxn

Will Merkel survive as chancellor? Will the CDU/CSU stay together? My guide to what happens next in German politics: https://t.co/oab1sVJpU4

The high wage industrial revolution debate hits the @FT over weekend: Are there lessons in early modern history for… https://t.co/gRJ5uhZIGO

The scale of the deals that are remaking the corporate landscape of global capitalism is gigantic: on track of $4tr… https://t.co/CUCwSWBNyQ

American farming is facing conditions more adverse than at any time in decades. A trade war with China doesn’t help… https://t.co/cdXZMpnQSb

Tennessee has the same life expectancy as West Bank and Gaza – territories under siege. Mississippi has the same li… https://t.co/adUYNnou7L

Why foreigners are not buying US Treasuries any more: hedging costs. "Holding long-term Treasurys and hedging the c… https://t.co/KuNoAoJLRG

What Trump giveth he taketh away: first a steel and aluminum tariff and then an auto tariff which hits … steel and… https://t.co/b6QGMEEhd8

It is tempting to bypass roadblock of German conservatism by way of automatic EZ level institutions, but, @MESandbu… https://t.co/q8XpszC8kW

Europe has no safe asset. As remarked by an American fixed income strategist: “We don’t find any value in European… https://t.co/M4w1yMQ1jN

Not on the same page/planet: IMF estimate of US growth out to 2023 is half that of Trump White House… https://t.co/YbS10857Ak

"The photo from the G7 summit of world leaders in Canada, showing Merkel in a defiant posture opposite Mr Trump, is… https://t.co/3fTYzrvAvL

Are the Fed’s rationale for tightening and outlook coherent? @MESandbu thinks they may be underestimating remaining… https://t.co/wFSY2maGI2

Outstanding antidote to debt hysteria on household, corporate and fed government front. Favorite of many great slid… https://t.co/AijPcMogfF

“The new normal for US monetary policy is anything but clear.” – @MESandbu and Bloomberg editorial agree that the F… https://t.co/0Y8cjPfXOd

If ECB takes foot of QE peddle and European investors have some of their own bonds to buy, which markets will suffe… https://t.co/1N2jhKpz7y

The discontinuity in the Australian mortgage debt to gdp ratio in the late 1980s with deregulation is remarkable!… https://t.co/Nf3nBADe3F

Car sales fall in China for the first time since the crisis spring of 2015. A maturing market? Or signs of a worryi… https://t.co/KNSe8pN3BX

using the world’s largest squid surveillance network, China’s squid jiggers are establishing dominance in one of th… https://t.co/zLuTCPMOKY

Eurozone labour cost growth is finally above 2% for first time in ten years. Will it last in face of ebbing growth… https://t.co/fAQBoD3zLr

If (a) there was a 1-for-1 relationship btw ECB’s QE & European purchases of global fixed income, and (b) the flows… https://t.co/cMnBl0bcK0

All European institutions enjoy higher trust levels than national pol system in Italy. National army, police, judic… https://t.co/TOoKa0oi49

"Fishing ships from China have accounted for 50 to 70 per cent of the squid caught in international waters in recen… https://t.co/UzalfY4pYr

But bond markets can't decide which one they prefer! https://t.co/KSwnKT3NJj

ECB bond purchases have had huge impact on global bond markets, so euro-taper may cause considerable disruption. Gr… https://t.co/iq4Y2setuU

Why would you charge no premium for holding longer dated bonds? Hardly suggests bond market is optimistic about fut… https://t.co/9dqUq0nbv7

The contempt in Seehofer’s words about Merkel: “Ich kann mit der Frau (sic) nicht mehr arbeiten…”. I can’t work wit… https://t.co/WOeJalyyP5

Excellent roadmap of where the EU banking union/doom-loop discussion comes from historically and where it needs to… https://t.co/Ak8BnGiFdB

Fabulous work consolidating future drivers of global liquidity by our Guillermo Tolosa. That blue shaded bit falls… https://t.co/7p8SRagxVB

@DuncanWeldon Love it. But I’ve got a better graph: look at this 1-1 relation between ECB QE and European purchases… https://t.co/pFmHc6UpBs

JP Morgan is sounding a real warning on the yield curve: https://t.co/B4x5SKbkjX