Economic history, global crises, and political economy by Adam Tooze
Morocco 10-year bond yield is now below U.S., Adam Tooze notes
Adam Tooze highlights that, according to World Government Bonds, Morocco’s ten-year bond yield is currently lower than that of the U.S. This comparative development in bond yields is further ...
Adam Tooze: Bank of America data on U.S. stock market bubbles
Adam Tooze highlights recent data on 'bubble concentrations' in the U.S. stock market this spring, referencing charts presented by Michael Harnett at Bank of America. According to Tooze, these ...
Power business is energised with new investment trends, Adam Tooze notes
Adam Tooze highlights current developments in the power business and investment trends as reported by Bloomberg. He points readers to additional analysis featured in today's Chartbook Top ...
Adam Tooze: G7 borrowing rates now match early 2020s emerging market levels
Adam Tooze highlights that G7 countries are currently borrowing at interest rates comparable to those seen in emerging markets during the early 2020s. This observation points to a significant ...
Great Wealth Transfer to feature $570 billion in classic cars, Adam Tooze notes
Adam Tooze points to the role of classic cars in the upcoming Great Wealth Transfer, which he describes as including $570 billion in these vehicles. According to Tooze, classic cars are a ...
Adam Tooze: Discussion of bond market must include central bank role
Adam Tooze draws a parallel between discussing the bond market and the importance of considering the central bank's role. He references his recent experiences in Britain, mentioning the Bank of ...
Investment spending increases for big tech firms, Adam Tooze notes
Adam Tooze reports that investment spending among major technology companies is increasing. He mentions that further information is available in the Chartbook Top Links. No additional details are ...
Adam Tooze: U.S. economy in May 2026 faces elite complacency amid rising tensions
Adam Tooze, industry influencer, examines the state of the U.S. economy in May 2026, highlighting concerns about cognitive dissonance and complacency among elites despite mounting signs of ...
AI investment drives wider U.S. trade deficit, Adam Tooze notes
Adam Tooze, industry influencer, reports that despite record-high tariff levels, the U.S. trade deficit continues to widen. Tooze attributes this growing deficit largely to a significant ...
Adam Tooze: Inflation wave follows 2021-2022 price shock
Adam Tooze, industry influencer, highlights the transition of the price shock experienced in 2021-2022 into a more comprehensive wave of inflation. He refers to further analysis in the current ...
U.S. inflation new normal rises above 2 percent, Adam Tooze notes
Adam Tooze, industry influencer, observes that the "new normal" for U.S. inflation is no longer below 2 percent. He highlights a series of graphs from Mike Nolan at Reuters to support this view in ...
Bessent: Treasury drives new political financial agency with Millei package in September 2025
Bessent, industry influencer, highlights the emergence of Treasury as a highly political financial agency. According to Bessent, the agency has recently been involved in a financial package for ...
Examining Chinese current account argument patterns, Adam Tooze notes
Adam Tooze is interested in perspectives on the topic of Chinese current account imbalances. In a recent tweet, Tooze references arguments made in the work 'The Chinese current account imbalances: ...
Adam Tooze: War significantly impacts Middle East and low-income developing economies
Adam Tooze highlights that the war has led to a very significant impact on the global economy, especially affecting the Middle East and low-income developing economies as reflected in recent ...
Hungary’s real wages lagged regional peers between 2004 and early 2010s, Adam Tooze notes
Hungary’s real wage growth is showing signs of improvement, according to Adam Tooze. However, between 2004 and the early 2010s, Hungary dropped from the middle of the East European group to the ...
Adam Tooze: Hungary remains near bottom of East European convergence club
Hungary continues to lag behind other East European countries in economic convergence, according to Adam Tooze. The comment comes amid public discussion of Hungarian Prime Minister Orban's claimed ...
Yale investing model faces new challenges, Adam Tooze notes
Yale’s renowned investment model is underperforming at a particularly challenging time for colleges. Adam Tooze shared this update, highlighting ongoing difficulties facing higher education ...
Adam Tooze: Chinese government bonds emerge as key war-time haven
Chinese government bonds have emerged as the sole major haven during current periods of conflict, according to Adam Tooze. The observation highlights the distinct performance of Chinese government ...
Trump coin receives analysis inspired by Ostrogoths, Adam Tooze notes
Adam Tooze highlights an article by Brendan Greeley from the Financial Times that examines the Trump coin, drawing parallels to lessons from the Ostrogoths. Tooze notes that the piece is ...
Adam Tooze: U.S. per capita income growth driven by top earners
Higher per capita incomes in the U.S. are primarily a result of the growing gap between the top 10 percent of earners and the rest of the population, according to Adam Tooze. He observes that this ...
U.S. mortgage rates hit 7 percent and sellers stay on old loans, Adam Tooze notes
U.S. mortgage interest rates have climbed to 7 percent, with many home sellers still holding onto mortgages secured during the COVID era that now carry negative real interest rates. Adam Tooze ...
