RT @Schuldensuehner: Credit investors are…
Credit investors are becoming increasingly nervous w/ #Turkey. Turkey's 5y default probability jumps to almost 15%… https://t.co/FoCfyn47ly
Credit investors are becoming increasingly nervous w/ #Turkey. Turkey's 5y default probability jumps to almost 15%… https://t.co/FoCfyn47ly
Really looking forward to Saturday’s night discussion with Sven-Eric and Clara Mattei https://t.co/CJqWjSFNdM https://t.co/JgoC61Qg6z
Looking for a trigger? How about $2.15trillion in leveraged loans and junk bonds. Up from a combined total of $1.3t… https://t.co/NX9GiFMNhI
To make the transition to battery powered EV we are going to need a lot of metals that we never cared about much be… https://t.co/0soUoSQrmD
Striking it rich: productivity of US oil wells in their first and richest months of operation continues to increase… https://t.co/zTrWJVHkHb
Turkey’s 2 year gov bond yield is now at 14 %. Idiosyncratic factors are at work, but this is part of a wider tight… https://t.co/Q0AtS4KQc4
As carry trades unravel, there is currently a real toughening of credit market conditions for weaker EM e.g. Ukrain… https://t.co/Nvy3DBEF7D
Operation Twist with Chinese characteristics. Thats a huge shift in the yield curve in a single month! @SoberLook https://t.co/fTRYEwhXak
The ECB has comprehensively out-QEed the Fed. Whereas Fed balance sheet peaked at 25 % of US gdp Draghi has taken E… https://t.co/ckBf9uRi0Y
Whose afraid of the nonlinear Phillips curve (sic)? Apparently the FMOC may be … wasn’t the curve always supposed t… https://t.co/Tasm2RIcqZ
Unable to stand, walk, bend or lift. Since the early 1990s there has been a huge increase in the proportion of Amer… https://t.co/hIAe5f5Uxx
Why teachers in some red states are very mad. In the vast majority of states real incomes fell. In MS, CO, OK, Il,… https://t.co/43kxPp7qsj
@matthias_somers so sorry! will try to get this fixed.
If these stats are to be believed the US has by far the lowest rate of self employment of all OECD countries. Lower… https://t.co/DTu17nv3ZY
If offshored profits were returned in full to the US it would have the effect of further reducing the measured labo… https://t.co/HcZ3elmpK7
The American industries most heavily involved in offshoring profits is not tech, or banking but oil and chemicals.… https://t.co/jELD85LFBf
If offshored US multinational profits were reattributed the impact would be most dramatic in Europe.… https://t.co/FRkXPCRkQN
Europe is a huge part of the problem! Where US multinationals shift their profits to. https://t.co/oIZUysHFnM https://t.co/OJB3kZqopQ
The big gains are at the top! How the distribution of age of death shifted in the US between 1950 and 2015. The big… https://t.co/D41BThpo7t
The general CDS market shrank drastically after the 2007-8 crisis. CDS on sovereigns followed a different track, pe… https://t.co/bvgHvNWaL3
Paris Club debt restructurings and exceeded in scale by private sector restructurings. https://t.co/BRtx6zOJIB https://t.co/625MRpvfv0
Notes on Social Theory: Reading Policing the Crisis in light of the politics of austerity – https://t.co/S4SsXm9L1n https://t.co/ue0aXhiKkb
Peninsula war v. Napoleon cost Spain 375k direct casualties and excess mortality in the range of 600k 1809-1813.… https://t.co/dxwKPQhBeM
Declining income inequality in the EU is driven by trends in the new East European members that joined after 2004.… https://t.co/BKF9nQXcpv
Investment grade? US Treasury v. Bund spreads are now pushing 2.5-3.0 % depending on maturity. @SoberLook https://t.co/e5Bbe9pv9F
The recovery may be sluggish, the trickle down is a trickle, but US business came roaring back from 2008. The same… https://t.co/jgsipaecbb
On 30 April 2018 $120bn in M&A deals were confirmed on a SINGLE day: 12 deals in excess of $100m in a 24 hour perio…
It has been a terrible spring in the US not just for dog walkers, the wheat belt is way off its normal growth cycle… https://t.co/oJqXqGT2Gz
As US interest rates pick up and high yielding EM currencies fall v. $ there are some lucrative carry trades that a… https://t.co/aPUjc8h5Y2
Post-Brexit, UK economic numbers are erratic. But this fall in consumer credit, a key part of aggregate demand, is… https://t.co/17Yh1dLJxY
Pickup nation: The cultural divides within contemporary America are starkly revealed in the market for vehicles: fa… https://t.co/kmdApsqZ6w
The top 3 meters of the world’s oceans hold more energy than the entire atmosphere. Warming this by 0.9C is equival… https://t.co/aOZbuhTLw9
US bank funding sources have been radically changed since the 2008 crisis. @SoberLook @MerrillLynch https://t.co/LRz37g3wJj
Unmanned ocean-going sail drones that monitor fish stocks in the Bering sea. https://t.co/L7zjdC7s5c https://t.co/DWdI3t7ugY
Is China headed rapidly towards peak smartphone. Shipments drop off by 21 % in Q1 2018. https://t.co/Q608HX7K4Q https://t.co/ep8LfYeouy
oops … not a trillion but a billion tons of global steel production but otherwise this was a fun conversation at th… https://t.co/5TnE65gZxw
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