Economic history, global crises, and political economy by Adam Tooze
Dollar stability in doubt if AI trade falters, Adam Tooze questions
Adam Tooze posed questions about the stability of the dollar in what he termed an age of 'speedball capitalism.' He asked whether the so-called 'profit dolla' could be at risk if the AI trade ...
Adam Tooze: Chinese private flows into U.S. equities may be negligible
Adam Tooze raises the question of whether Chinese private capital inflows into U.S. equities are negligible compared to similar flows observed in Europe. Tooze addresses fellow analyst Brad ...
U.S. demand factors weighed against global capital flows, Adam Tooze analyzes
Adam Tooze discusses the autonomy of U.S. sectoral balances in relation to international capital flow dynamics. He highlights commentary from another analyst that addresses pressures on U.S. ...
Adam Tooze: Treasury and Fed tensions echo past market interventions
Adam Tooze questions whether the recent Treasury market intervention by Bessent, ahead of Jackson Hole, signals a new era of financial repression or intensifies a Treasury versus Federal Reserve ...
Chartbook explores U.S. Treasury market strains and March 2020 episode, Adam Tooze analyzes
Adam Tooze reflects on current challenges facing the U.S. Treasury market, drawing a parallel with the financial turmoil seen in March 2020. He notes that all contemporary perception is ...
Adam Tooze: Major financial institutions predict significant macroeconomic impacts
Adam Tooze highlights that major financial institutions such as Allianz Insurance are forecasting very significant macroeconomic impacts. This observation reflects growing expectations within the ...
AI boom and China financial divides shape global outlook, Adam Tooze analyzes
Adam Tooze highlights the ongoing impact of the artificial intelligence boom and examines the financial barriers stemming from China's walled-in-wealth in the context of the world economy for July ...
Adam Tooze: Distinction drawn between Wall Street and JP Morgan
Adam Tooze draws attention to the difference between Wall Street and JP Morgan, referencing a source from the Financial Times. The comment was included in a recent Chartbook Top Links ...
Export demand share in Chinese manufacturing climbs to 27 percent by 2025, Adam Tooze notes
Adam Tooze examines a recent trend in the export demand share of Chinese manufacturing value added. According to Tooze, the share is increasing from 24 percent to 27 percent over the period 2020 ...
Adam Tooze: U.S. Treasury market changes with increasing debt levels
Adam Tooze highlights ongoing changes in the U.S. Treasury market due to the introduction of new debt. Tooze refers to analysis from the Economist and further resources available on Chartbook ...
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 ...
