#Fiscal

Ana Luís Andrade

ana_luisandrade

My two cents on Portugal’s political stability And a thread (1/n)https://www.ft.com/content/f3d22d4f-39da-4623-828a-eb04aeb4ce20 One natural explanation for the deterioration in relations between the gov and the left-wing BE is the narrow

Michael Pettis

michaelxpettis

1/10The latest IMF report on China was released yesterday and provides a lot of good information and intelligent insight on the Chinese economy. The IMF’s measure of China’s adjusted fiscal

Lawrence Glickman

LarryGlickman

This piece takes Trumpism to be a total rejection of “traditional” GOP orthodoxy and does not reckon at all with how the Party laid the groundwork for Trump./1https://www.washingtonpost.com/politics/worries-about-trump-and-a-bloodbath-a

Edward Harrison

edwardnh

Policy makers are cottoning onto the core framework that @RaoulGMI laid out in April and was presented on @RealVision on Apr 8 See "The Unfolding" here https://www.realvision.com/shows/the-expert-view/videos/the-unfolding /1https:

Ideas Untrapped

IUntrapped

#IdeasThatMatter STATE CAPACITY starts here. The fundamental question, what is STATE CAPACITY."State capacity describes the ability of a state to collect taxes, enforce law and order, and provide public goods."

Sankar ☭

Sankaro_x

Peace isn’t a lack of violence as most liberals think, but rather controlled and directed violence to protect the working class against their natural enemies. 1/X Even now, a time

Koshiek Karan

iamkoshiek

Here are 20 of my best threads from 2020 covering personal finance, entrepreneurship, economics & finance, investment banking ++ useful resources.Massively grateful to everyone who took time out to read,

Better Than Cash

BetterThan_Cash

As we near the end of 2020, here is a thread on what makes us believe that responsible #digitalpayments can help keep #SDGs within reach. It has indeed helped governments

Paul Krugman

paulkrugman

The absence of state aid is a huge problem, because state and local governments, unlike the federal gov, are required to balance their budgets. But why? Important question 1/https://www.nytimes.com/2020/12/17/business/stimulus-state-local-a

Chasse Rehwinkel

chasserehwinkel

I was reading this article this morning and it has made me reflect on some items. We are at a dire but also hopeful point in our history. And I

Zoe Keller

KellerZoe

Draghi ushers in the counter-revolution but he can’t save Italy. Those in EU circles and the bond markets celebrating this insider riconquista should be careful what they wish for —

Alex Howlett

AlexHowlettUBI

1/8 #BasicIncome is a *way* of getting people money. It's not defined to be any particular amount.Giving people too much money causes inflation. There's no way around that.The question is

Mukund Mohan

mukund

ARK summary from @CathieDWood https://www.youtube.com/watch?v=MzPzz24UN3c1. Equity markets broadening out (more stocks hitting highs)2. Expect strong V shaped recovery3. Expects earnings explosionNotes: M2 up 26% YoY- unprecedented Notes:2.

Bloomberg Economics

economics

In the battle against Covid-19, governments around the globe are on the cusp of becoming more indebted than at any point in modern history, surpassing even World War II (THREAD)

Babatunde Olalere Gbadamosi

BOGbadamosi

I knew there was something more to the sudden announcement by the elected governor of Lagos State that he would stop paying the Actual Governor & others pension under the

Blockworks

Blockworks_

We could see negative 5-10% real interest rates in the U.S. soon.@LukeGromen believes a bubble in sovereign debt could lead to these negative interest rates.So what would this mean for

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