@Brad_Setser @georgemagnus1 Excellent. Don’t you…
@Brad_Setser @georgemagnus1 Excellent. Don’t you think balance sheet aspect here is rather fascinating/alarming? Ha… https://t.co/RZhITV7Ptu
@Brad_Setser @georgemagnus1 Excellent. Don’t you think balance sheet aspect here is rather fascinating/alarming? Ha… https://t.co/RZhITV7Ptu
@adam_tooze @georgemagnus1 Adam — the Japan line in the graph in the original post was off (my error). Here is t… https://t.co/Lw4oLlaBrT
@Phelanomics or by leveraging various other types of advantage!
@JoergBibow fiscal folly goes broad & deep. The Steinbrück/Schäuble synthesis has its counterparts in US/UK/Italy =… https://t.co/L4gVICOFx4
@JoergBibow wouldn’t want to take anything away from the GOP but in fact Obamian Rubinites are fully behind the con… https://t.co/aVk91bWHf8
How the eurozone went wrong. Fantastic graph from @Brad_Setser https://t.co/OWa336rp4K https://t.co/ikOIoSxicW
With huge dollar-based financial balance sheets, uncoord QE —> ER movements like this = v risky! e.g. Chn 2015… https://t.co/gQyZrW8i7H
Post by @Brad_Setser views uncoordinated QE frm trade side but what about balance sheet effects? Chn 2015/6!… https://t.co/sH22Y3njHj
The environmental skeleton in Germany’s closet: world’s largest producer of filthy brown coal/lignite… https://t.co/LIztqSTeQF
Great post by @Brad_Setser on perverse coordination of fiscal policy and failure to coord monetary policy since 201… https://t.co/giLWIb4Ttx
How Big Capital trumped Big Corporate. Fascinating review of Galbraith’s Industrial State https://t.co/WyTKAD4BF5 https://t.co/6ZHOeXTjcL
EZ is far below trend growth of 1999-2005 let alone the pre-crisis boom period @fwred https://t.co/5ISqYNegjX
@fwred @Brad_Setser the trend Brad projects is based on 2000-2005 NOT the final boom phase …
"Back to recovery thanks to decisive action by the EU” (SIC!!!!!) – Brussels in full Orwellian mode!… https://t.co/Sfw0g60yvo
@adam_tooze And to highlight how bloody long it has taken for demand in the euro area to recover, and how much furt… https://t.co/p6wwiOasTW
European slide: world bank rankings since 2006 https://t.co/flmzoihpLH https://t.co/YXtzjJ49Zj
Post prompted by a chat with @adam_tooze a few weeks back. Plus Brainard's speech has put the issue of central bank coordination on table
The collapse of syndicated lending in 2007-8 was something to behold https://t.co/3TOl6nA4VR https://t.co/nk3oEgFHQJ
Like other really big economies China is not “export dependent”: net of imp components manuf exports are 14 % of gd… https://t.co/4jmaMDtEtQ
Revealing from @Brad_Setser on China’s pivot not just away from exports but from imports https://t.co/rqRgV40FPI https://t.co/L3frEIIBPx
Snarling up America: the epic CSX rail freight logistics disaster of the summer of 2017 https://t.co/isTUChYa0m https://t.co/ZPWg2KlHVU
Effect of the crisis was to shrink global flow of bonds and other types of debt securities https://t.co/BVeWXgcaAf https://t.co/MskWEdPslU
The retreat of “global banking” is really a European retreat https://t.co/BVeWXgtLrN https://t.co/uAbOAJerTS
Global cross border capital flows have not recovered from 2008, but what should be our benchmark or normality?… https://t.co/0LIFuY1eV4
The true killer of 2008 crisis: big baggy banks with bad assets funded wholesale = simple recipe for disaster… https://t.co/7PuwXltONW
illuminating from @FT on Goldman’s trading troubles and its multi pronged campaign for Volcker rule repeal… https://t.co/WPQv86O9OG
Fall of Detroit: Global auto industry by market cap https://t.co/G8PcGu6gyS https://t.co/QYQ6rUwJbg
vulnerability of an export-led growth model. German economic expectations plunged during 2015-6 EM near miss crisis… https://t.co/fMvCWOPMtZ
Key Fed officials Fischer &Dudley are a little overanxious to narrow Fed chair choice to Yellen/Cohn h/t @pdacosta… https://t.co/V1Wg8OyAqk
7.4 m US jobs, 6.2 % of total are with US affiliates of foreign MNCs including 45 % of employment in auto industry… https://t.co/9bGr3Sk2Eb
Currently 75% of US Dept of Defense financed "boots on ground" in Afghanistan are contractors… https://t.co/8yRBtH6arX
The fragmentation of the social sciences. How often disciplines cite each other & which ones… https://t.co/vtjH9K3JeX
Merkel had quite the day! What with the farming simulator and all … https://t.co/PHJyofmVD8
Italian and Venezuelan economic pessimism at similar levels, suggests the need for some further scaling… https://t.co/ec081OAYW4
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