Inflation_and_Economic_Policy

Version: 4 (current) | Updated: 11/13/2025, 6:20:21 AM

Added description

Description

InflationandEconomic_Policy

Overview

Format: Digital collection of newsletters, chartbooks, and topical articles. Creator: Adam Tooze, historian and economic commentator. Institution: test‑tooze. Date created: 1 January 2022. Language: English. Rights: All rights reserved. Source: PINAX.

Background

The collection was assembled in early 2022 by Adam Tooze to provide a continuous, in‑depth commentary on macro‑economic developments that emerged after the 2021 energy crisis, the Evergrande collapse, and the escalating Russia‑Ukraine conflict. Tooze’s work is positioned at the intersection of monetary policy, energy markets, and geopolitical risk, drawing on a range of sources including NBER research, ECB speeches, and industry data.

Contents

The archive contains 20+ newsletters and chartbooks, each focusing on a specific theme:
  • Chartbook #65–#72 (e.g., “Inflation & Price Controls,” “Team Transitory Roars Back,” “War in Sight? Russia‑Ukraine scenarios”).
  • Special issues such as “Energy Inflation & Evergrande (2021)” and “Is the world sleepwalking into another gas crisis?”
  • Top‑Links series covering topics from “Drought in America, Africa’s internet cables” to “Inflation in the Baltics.”
  • Thematic essays on greenflation, decarbonisation, the mushroom economy, and the real‑exchange‑rate analysis via James Bond’s dining habits.
Each item is linked to relevant external references (e.g., NBER paper W0279, ECB speeches) and includes metadata on audience (paid vs. free) and publication dates.

Scope

Temporal coverage: 2021–2024, with a focus on the 2021 energy crisis and subsequent inflationary trends. Geographic focus: Global, with particular emphasis on China, the United States, Europe, Russia, Ukraine, the Baltics, and the Middle East. Subject areas: Inflation, energy prices, price controls, Evergrande crisis, greenflation, decarbonisation, fiscal policy, the mushroom economy, and geopolitical risk. Exclusions: The collection does not include primary data sets or proprietary market reports beyond the newsletters themselves.

Entities

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Entity Relationships

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Raw Cheimarros Data

**File‑level documents (metadata)**  
@file_pinax:document {title:"Inflation_and_Economic_Policy", creator:@adam_tooze:person, created:@date_2022_01_01, subjects:["Inflation","Economic Policy","Energy Prices","Price Controls","Evergrande","China","United States","Europe","Russia","Ukraine","Gas Crisis","LNG","Fiscal Policy","Mushroom Economy","Capitalism","James Bond","Real Exchange Rate","Baltics"], description:"Collection of newsletters and articles by Adam Tooze on inflation, energy, price controls and related topics."}  

@file_46360239_2021_the_energy_inflation_evergrande:document {title:"Energy Inflation & Evergrande (2021)", creator:@adam_tooze:person, type:"newsletter", audience:"only_paid"}  

@file_46531783_top_links_65_inflation_and_price:document {title:"Chartbook #65 – Inflation & Price Controls", creator:@adam_tooze:person, type:"newsletter", audience:"everyone"}  

@file_46613593_lng:document {title:"Is the world sleepwalking into another gas crisis?", creator:@adam_tooze:person, type:"newsletter", audience:"only_paid"}  

@file_46663220_chartbook_66_more_on_inflation_and:document {title:"Chartbook #66 – More on inflation and price controls", creator:@adam_tooze:person, type:"newsletter", audience:"everyone"}  

@file_46844940_chartbook_67_in_the_middle_of_things:document {title:"Chartbook #67 – In the middle of things (Mushroom at the End of the World)", creator:@adam_tooze:person, type:"newsletter", audience:"everyone"}  

@file_47094020_chartbook_72_team_transitory_roars:document {title:"Chartbook #72 – Team Transitory Roars Back", creator:@adam_tooze:person, type:"newsletter", audience:"everyone"}  

@file_47125404_chartbook_69_war_in_sight_russia:document {title:"Chartbook #69 – War in Sight? Russia‑Ukraine scenarios", creator:@adam_tooze:person, type:"newsletter", audience:"everyone"}  

@file_47146096_chartbook_70_draghi_for_president:document {title:"Chartbook #70 – Draghi for President?", creator:@adam_tooze:person, type:"newsletter", audience:"everyone"}  

@file_47176098_top_links_50_drought_in_america_africas:document {title:"Top Links #50 – Drought in America, Africa’s undersea cables & Foucault on Hegel", creator:@adam_tooze:person, type:"newsletter", audience:"only_paid"}  

@file_47176676_drought_in_america_africas_internet:document {title:"Drought in America, Africa’s internet cables & Foucault on Hegel", creator:@adam_tooze:person, type:"newsletter", audience:"only_free"}  

@file_47217999_us_fiscal_state:document {title:"US Fiscal State (draft)", creator:@adam_tooze:person, type:"newsletter", audience:"only_paid"}  

@file_47226924_global_gas:document {title:"Global Gas (draft)", creator:@adam_tooze:person, type:"newsletter", audience:"only_paid"}  

@file_47282744_chartbook_71_the_inflation_debate:document {title:"Chartbook #71 – The INFLATION‑debate in Germany", creator:@adam_tooze:person, type:"newsletter", audience:"everyone"}  

@file_47362695_top_links_51_inflation_in_the_baltics:document {title:"Top Links #51 – Inflation in the Baltics, 007 License to Dine, Demonised Species & Killer drugs", creator:@adam_tooze:person, type:"newsletter", audience:"only_paid"}  

@file_47363541_inflation_in_the_baltics_007_license:document {title:"Inflation in the Baltics, 007 License to Dine, Demonised Species & Killer drugs", creator:@adam_tooze:person, type:"newsletter", audience:"only_free"}  



**Key persons & organisations**  

@adam_tooze:person {role:"author & historian"}  

@isabel_schnabel:person {role:"ECB executive board member"}  
@isabel_schnabel -> works_at -> @ecb:organization {since:@date_2021_09_26}  

@ecb:organization {type:"central bank"}  

@evergrande:organization {type:"Chinese property developer"}  

@china:place  

@united_states:place  

@europe:place  

@ukraine:place  

@russia:place  

@gazprom:organization {type:"Russian state‑owned gas exporter"}  

@l_ng:concept {type:"liquefied natural gas"}  

@energy_prices:concept  

@inflation:concept  

@price_controls:concept  

@greenflation:concept  

@evergrande_crisis:event {description:"China’s heavy‑industrial growth bust triggered by Evergrande’s default", when:@date_2021_09_26}  

@energy_crisis_2021:event {description:"Global surge in energy prices, driven by China’s industrial demand and Evergrande fallout", when:@date_2021_09_26}  

@gastech:event {description:"Annual gas‑industry conference in Houston", when:@date_2024_09_26}  

@team_transitory:concept {description:"View that inflation is a temporary, ‘transitory’ phenomenon"}  

@team_sectoral:concept {description:"View that inflation is driven by sector‑specific shocks"}  

@policy_tensor:organisation {type:"research newsletter"}  

@policy_tensor_article:document {title:"The Term‑Structure of Inflation Expectations", author:@policy_tensor, created:@date_2022_01_09}  

@alan_blinder:person  

@dario_perkins:person  

@nber:organisation  

@nber_paper_w0279:document {title:"The 1971‑1974 Controls Program and The Price Level", author:@alan_blinder, created:@date_1971_01_01}  

@eric_levitz:person  

@max_krahé:person  

@michael_kofman:person  

@michael_mcfaul:person  

@isabel_weber:person  

@guardian:organisation  

@isabel_weber_oped:document {title:"Strategic price controls to fight inflation", author:@isabel_weber, published_in:@guardian, created:@date_2021_12_29}  

@isabel_weber_oped -> proposes -> @price_controls:concept  

@isabel_weber_oped -> sparks -> @price_controls_debate:event {description:"Debate over strategic price controls in the US", when:@date_2022_01_02}  

@eric_levitz -> comments_on -> @price_controls_debate:event  

@dario_perkins -> cites -> @nber_paper_w0279  

@volker_wieland:person  

@volker_wieland -> calls_for -> @ecb:organization {action:"rate hike", when:@date_2022_01_17}  

@bild:organisation  

@bild -> attacks -> @isabel_schnabel:person  

@marco_frazzini:person (not in text, omitted)  

@mario_draghi:person  

@italy:place  

@italian_president:position  

@mario_draghi -> considered_for -> @italian_president:position  

@marco_frazzini (omitted)  

@anna_lowenhaupt_tsing:person  

@the_mushroom_at_the_end_of_the_world:document {title:"The Mushroom at the End of the World", author:@anna_lowenhaupt_tsing, published:@date_2021_09_01}  

@the_mushroom_at_the_end_of_the_world -> studies -> @matsutake:concept {type:"mushroom"}  

@matsutake:concept {description:"Highly prized mushroom growing in abandoned industrial forests"}  

@germany:place  

@bundesbank:organisation  

@volker_wieland -> member_of -> @bundesbank  

@jorg_krämer:person  

@jorg_krämer -> member_of -> @commerzbank:organisation  

@commerzbank:organisation  

@isabel_schnabel -> criticised_by -> @bild  

@isabel_schnabel -> defended_by -> @ecb  

@isabel_schnabel -> gave_speech_on -> @energy_prices:concept {when:@date_2021_09_26}  

@isabel_schnabel -> discussed -> @greenflation:concept  

@isabel_schnabel -> discussed -> @evergrande:organization  

@isabel_schnabel -> discussed -> @inflation:concept  

@isabel_schnabel -> discussed -> @decarbonisation:concept  

@decarbonisation:concept  

@germany_inflation_debate:event {description:"Intense debate over inflation and ECB policy in Germany", when:@date_2022_01_17}  

@germany_inflation_debate -> features -> @volker_wieland:person  

@germany_inflation_debate -> features -> @isabel_schnabel:person  

@germany_inflation_debate -> features -> @bild:organisation  

@germany_inflation_debate -> features -> @commerzbank:organisation  

@germany_inflation_debate -> features -> @bundesbank:organisation  

@ukraine_russia_conflict:event {description:"Escalating tension between Russia and Ukraine, risk of war", when:@date_2022_01_14}  

@ukraine_russia_conflict -> includes -> @russian_military_logistics:event {description:"Movement of Russian mortars, tanks and BMP‑3 through Krasnoyarsk", when:@date_2022_01_14}  

@ukraine_russia_conflict -> discussed_by -> @michael_kofman:person  

@ukraine_russia_conflict -> discussed_by -> @michael_mcfaul:person  

@ukraine_russia_conflict -> covered_by -> @nato:organisation  

@nato:organisation  

@ukraine_russia_conflict -> analysed_by -> @policy_tensor:organisation  

@ukraine_russia_conflict -> analysed_by -> @max_krahé:person  

@ukraine_russia_conflict -> analysed_by -> @michael_kofman:person  

@ukraine_russia_conflict -> analysed_by -> @michael_mcfaul:person  

@ukraine_russia_conflict -> analysed_by -> @policy_tensor_article  

@ukraine_russia_conflict -> analysed_by -> @eric_levitz:person  

@ukraine_russia_conflict -> analysed_by -> @max_krahé:person  

@ukraine_russia_conflict -> analysed_by -> @michael_kofman:person  

@ukraine_russia_conflict -> analysed_by -> @michael_mcfaul:person  

@ukraine_russia_conflict -> analysed_by -> @policy_tensor_article  

@ukraine_russia_conflict -> analysed_by -> @eric_levitz:person  

@ukraine_russia_conflict -> analysed_by -> @max_krahé:person  

@ukraine_russia_conflict -> analysed_by -> @michael_kofman:person  

@ukraine_russia_conflict -> analysed_by -> @michael_mcfaul:person  

@ukraine_russia_conflict -> analysed_by -> @policy_tensor_article  

@ukraine_russia_conflict -> analysed_by -> @eric_levitz:person  



**Energy‑related dynamics**  

@energy_prices -> drives -> @inflation:concept {description:"Energy price spikes were the largest single driver of inflation in the US and Europe (2021‑2022)"}  

@energy_prices -> fuels -> @greenflation:concept  

@greenflation -> defined_as -> "inflation driven by climate‑policy‑related energy price increases"  

@evergrande_crisis -> reduced -> @china:place {attribute:"industrial demand for iron ore"}  

@china -> heavy_industrial_growth -> @energy_prices  

@russia -> supplies_gas_to -> @europe:place  

@gazprom -> reduced_exports_to -> @europe {when:@date_2021_09_26}  

@l_ng -> used_by -> @europe:place {description:"Seaborne LNG imports covering 60 % of EU gas demand (2021)"}  

@l_ng -> used_by -> @asia:place  

@l_ng -> projected_demand -> @asia:place {increase:@date_2024_01_01}  

@rystad_energy:organisation -> forecasts_extra_demand -> @l_ng:concept {extra_demand:21 bcm Europe + 15 bcm Asia, @date_2022_01_01}  

@ukraine -> gas_swap_scenario -> @azerbaijan:place {description:"Swap Russian gas via Ukraine for Azerbaijani gas"}  

@azerbaijan -> potential_supplier_of -> @europe:place  

@goldman_sachs:organisation -> describes -> @l_ng_market:concept {description:"Shift from bearish to bullish outlook in 2022"}  

@goldman_sachs -> reports -> @l_ng_market:concept {when:@date_2022_01_01}  

**US‑focused inflation & price‑control debate**  

@team_transitory -> argues -> @inflation:concept {character:"temporary"}  

@team_sectoral -> argues -> @inflation:concept {character:"sector‑specific"}  

@price_controls_debate:event -> includes -> @team_transitory:concept  

@price_controls_debate:event -> includes -> @team_sectoral:concept  

@price_controls_debate:event -> sparked_by -> @isabel_weber_oped:document  

@price_controls_debate:event -> discussed_in -> @guardian:organisation  

@price_controls_debate:event -> covered_by -> @policy_tensor_article  

@policy_tensor_article -> analyses -> @price_controls_debate:event  

@policy_tensor_article -> notes -> "inflation now broad‑based, not just sectoral"  

@policy_tensor_article -> recommends -> "Fed action (rate hikes, end of asset purchases)"  

@volker_wieland -> calls_for -> @ecb:organisation {action:"rate hike", when:@date_2022_01_17}  

**German inflation‑policy debate**  

@volker_wieland -> member_of -> @bundesbank:organisation  

@volker_wieland -> urges -> @ecb:organisation {action:"raise rates in 2022"}  

@isabel_schnabel -> criticised_by -> @bild:organisation  

@bild -> publishes -> @bild_headline:document {title:"Your savings are in danger when SHE is minding our money"}  

@isabel_schnabel -> defends -> @inflation:concept {statement:"Need to explain price rises factually"}  

@isabel_schnabel -> appears_in -> @fäz (FAZ) article {date:@date_2021_09_13}  

**Italian political‑economic context**  

@mario_draghi -> former_ECB_president -> @ecb:organisation  

@mario_draghi -> prime_minister_of -> @italy:place {term:"2021‑2023"}  

@mario_draghi -> possible_candidate_for -> @italian_president:position  

@italian_president -> powers -> {veto_legislation, dismiss_prime_minister, appoint_government}  

**Mushroom economics**  

@the_mushroom_at_the_end_of_the_world -> authored_by -> @anna_lowenhaupt_tsing:person  

@the_mushroom_at_the_end_of_the_world -> studies -> @matsutake:concept  

@the_mushroom_at_the_end_of_the_world -> explores -> @capitalism:concept {aspect:"patchy, assemblage‑based economies"}  

**Other notable links & data**  

@adam_tooze_tweet_productivity -> states -> "France’s output per hour slightly ahead of Germany, close to US" {source:@oecd_ilibrary, date:@date_2022_01_04}  

@adam_tooze_tweet_productivity -> retweeted_by -> @erik_fossing:person  

@erik_fossing -> comments -> "France can afford more free time due to less skewed income distribution"  

@cameron_abadi -> podcast_episode -> "Ones and Tooze" {date:@date_2022_01_14}  

@cameron_abadi -> discusses -> @russian_economy:concept, @egg_freezing:concept  

@nikos_tsafos -> proposes -> @us_lng_eu_climate_deal:document {description:"US LNG to replace Russian gas in Europe, later shipped to Asia to displace coal"}  

@nikos_tsafos -> published_in -> @csis:organisation {date:@date_2022_03_04}  

**Chronology (selected dates)**  

@date_2021_09_26 – Isabel Schnabel’s speech on energy & inflation (ECB)  
@date_2021_12_29 – Isabella Weber op‑ed on strategic price controls (Guardian)  
@date_2022_01_02 – Price‑control debate ignites in US media  
@date_2022_01_06 – US cattle drought tweet (Farm Policy)  
@date_2022_01_09 – Policy Tensor article on inflation expectations  
@date_2022_01_14 – Russia‑Ukraine tension escalates (military train sightings)  
@date_2022_01_17 – Volker Wieland calls for ECB rate hike; Bild attacks Schnabel  
@date_2022_01_18 – German inflation‑policy debate intensifies (FAZ, Bild)  
@date_2022_01_20 – Chartbook #72 “Team Transitory Roars Back” (US CPI surge)  
@date_2022_03_04 – Nikos Tsafos proposes US‑EU LNG‑climate deal  

---  

**Sample relationship triples (CHEIMARROS syntax)**  

@isabel_schnabel -> works_at -> @ecb  
@isabel_schnabel -> gave_speech_on -> @energy_prices {when:@date_2021_09_26}  
@isabel_schnabel -> discussed -> @greenflation  
@isabel_schnabel -> discussed -> @evergrande  
@isabel_schnabel -> discussed -> @inflation  
@isabel_schnabel -> discussed -> @decarbonisation  
@evergrande -> triggered -> @evergrande_crisis:event {when:@date_2021_09_26}  
@energy_prices -> drives -> @inflation  
@energy_prices -> fuels -> @greenflation  
@greenflation -> defined_as -> "inflation driven by climate‑policy‑related energy price increases"  
@isabel_weber_oped -> proposes -> @price_controls  
@isabel_weber_oped -> sparked -> @price_controls_debate:event {when:@date_2022_01_02}  
@team_transitory -> argues -> @inflation {character:"transitory"}  
@team_sectoral -> argues -> @inflation {character:"sectoral"}  
@price_controls_debate:event -> includes -> @team_transitory  
@price_controls_debate:event -> includes -> @team_sectoral  
@volker_wieland -> calls_for -> @ecb {action:"rate hike", when:@date_2022_01_17}  
@bild -> attacks -> @isabel_schnabel  
@bild -> publishes -> @bild_headline  
@ukraine_russia_conflict:event -> includes -> @russian_military_logistics  
@ukraine_russia_conflict:event -> discussed_by -> @michael_kofman  
@ukraine_russia_conflict:event -> discussed_by -> @michael_mcfaul  
@ukraine_russia_conflict:event -> analysed_by -> @policy_tensor_article  
@mario_draghi -> considered_for -> @italian_president:position  
@the_mushroom_at_the_end_of_the_world -> studies -> @matsutake  
@the_mushroom_at_the_end_of_the_world -> explores -> @capitalism {aspect:"patchy, assemblage‑based"}  
@adam_tooze_tweet_productivity -> states -> "France output per hour slightly ahead of Germany, close to US" {source:@oecd_ilibrary, when:@date_2022_01_04}  
@nikos_tsafos -> proposes -> @us_lng_eu_climate_deal:document {when:@date_2022_03_04}  

---  

*All entities prefixed with “@” are defined on first appearance (type indicated after the colon). Subsequent mentions use only the code.*

Metadata

Version History (4 versions)

  • ✓ v4 (current) · 11/13/2025, 6:20:21 AM
    "Added description"
  • v3 · 11/13/2025, 6:02:40 AM · View this version
    "Added knowledge graph extraction"
  • v2 · 11/13/2025, 5:50:07 AM · View this version
    "Added PINAX metadata"
  • v1 · 11/13/2025, 5:42:14 AM · View this version
    "Reorganization group: Inflation_and_Economic_Policy"

Additional Components (16)

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46360239.2021-the-energy-inflation-evergrande.html
46531783.top-links-65-inflation-and-price.html
46543890.energy-subsidies.html
46613593.lng.html
46663220.chartbook-66-more-on-inflation-and.html
46844940.chartbook-67-in-the-middle-of-things.html
47094020.chartbook-72-team-transitory-roars.html
47125404.chartbook-69-war-in-sight-russia.html
47146096.chartbook-70-draghi-for-president.html
47176098.top-links-50-drought-in-america-africas.html
47176676.drought-in-america-africas-internet.html
47217999.us-fiscal-state.html
47226924.global-gas.html
47282744.chartbook-71-the-inflation-debate.html
47362695.top-links-51-inflation-in-the-baltics.html
47363541.inflation-in-the-baltics-007-license.html

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