Version: 4 (current) | Updated: 12/2/2025, 9:40:12 PM
Added description
Each section is supplemented by hyperlinks to external articles, reports, and data visualisations, and the newsletter includes a few illustrative images. The content is aimed at readers with an interest in macro‑economic policy and global market dynamics.
@file_63422737_top_links_83_energy_transition_tesla:document {title: "Top Links #83: Energy transition, Tesla Slump and US immigration", subtitle: "Great links, images and reading from Chartbook Newsletter by Adam Tooze", post_date: @date_2022_07_10, audience: "only_paid"}
@file_64111923_top_links_84_italy_in_crisis_american:document {title: "Top Links #84: Italy in crisis, American inflation politics, oil prices and Carl Schmitt's bungalow", post_date: @date_2022_07_14, audience: "only_paid"}
@file_64499748_top_links_85_chinese_consumers_old:document {title: "Top Links #85 Chinese consumers, Old Godmother chili sauce & the EM debt crisis", post_date: @date_2022_07_17, audience: "only_paid"}
@file_65269778_top_links_86_underinvestment_the:document {title: "Top Links #86 Underinvestment, the great melt, the price of oil and the price of dinosaurs", post_date: @date_2022_07_23, audience: "only_paid"}
@file_66533771_top_links_87_supercomputers_globalization:document {title: "Top Links #87: Supercomputers, globalization, mangos and Roman bread", post_date: @date_2022_07_31, audience: "only_paid"}
@file_66539545_chartbook_139_the_battle_for_climate:document {title: "Chartbook #139 The battle for climate legislation in the US: making sense of the Manchin‑Schumer compromise", post_date: @date_2022_08_02, audience: "everyone"}
@file_64280648_chartbook_137_the_regime_at_risk:document {title: "Chartbook #137: The regime at risk - macroprudentialism faces the test of inflation", post_date: @date_2022_07_16, audience: "everyone"}
@file_64633662_chartbook_142_the_dollar_systems:document {title: "Chartbook #142: The dollar system's resilience", post_date: @date_2022_08_13, audience: "everyone"}
@file_66957331_chartbook_140_china_taiwan_pelosi:document {title: "Chartbook #140: China‑Taiwan‑Pelosi special", post_date: @date_2022_08_03, audience: "everyone"}
@file_67709709_chartbook_153_the_south_asian_polycrisis:document {title: "Chartbook #153: The South Asian Polycrisis", post_date: @date_2022_09_22, audience: "everyone"}
@file_67783512_chartbook_141_is_financial_uncoupling:document {title: "Chartbook #141: Is financial uncoupling from China beginning?", post_date: @date_2022_08_10, audience: "everyone"}
@file_68359562_top_links_89_chinese_inflation_uk:document {title: "Top Links #89 Chinese inflation, UK immigration, shipbuilding shortages & fan vaults", post_date: @date_2022_08_12, audience: "only_paid"}
@file_68361446_chinese_inflation_uk_immigration:document {title: "Chinese inflation, UK immigration, shipbuilding shortages & fan vaults", post_date: @date_2022_08_12, audience: "only_free"}
@file_68454261_banalization_of_china_us_war:document {title: "Taiwan 'tabletop' war game sets stage for population‑wide preparedness", post_date: @date_2024_12_30, audience: "only_paid"}
@file_68735786_argentina:document {title: "Argentina – energy subsidies and IMF programme", post_date: @date_2022_07_06, audience: "only_paid"}
@file_68949178_top_links_90_corn_and_hope:document {title: "Top Links #90 Corn & hope, peak agriculture land, America the unglobalized", post_date: @date_2022_08_16, audience: "only_paid"}
@file_69362992_chartbook_143_china_africa_and_a:document {title: "Chartbook #143 China, Africa and a new “Two World” divide?", post_date: @date_2022_08_19, audience: "everyone"}
@file_69580970_chartbook_144_the_energy_shock_and:document {title: "Chartbook #144: The Energy Shock and the Southern Cone – Is Argentina the weakest link?", post_date: @date_2022_08_21, audience: "everyone"}
@file_70110343_chartbook_146_the_russia_ukraine:document {title: "Chartbook #146 The Russia‑Ukraine War at six months: symbolic anniversary or economic and military turning point?", post_date: @date_2022_08_24, audience: "everyone"}
@file_70432614_esg_and_the_culture_wars:document {title: "ESG and the culture wars", audience: "only_paid"}
@file_70433844_india_bonds:document {title: "India bonds – potential inclusion in GBI‑EM", audience: "only_paid"}
@file_70484025_top_link_91_the_global_spread_of:document {title: "Top Link #91 The global spread of dumplings, regional trade deals and the crown of Charlemagne", post_date: @date_2022_08_26, audience: "only_paid"}
@adam_tooze:person {full_name: "Adam Tooze"}
@nancy_pelosi:person {full_name: "Nancy Pelosi", role: "Speaker of the US House of Representatives"}
@joe_manchin:person {full_name: "Joe Manchin", role: "US Senator from West Virginia"}
@chuck_schumer:person {full_name: "Chuck Schumer", role: "Senate Majority Leader"}
@michael_pettis:person {full_name: "Michael Pettis", role: "Economist"}
@silvina_batakis:person {full_name: "Silvina Batakis", role: "Economy Minister of Argentina"}
@mark_tucker:person {full_name: "Mark Tucker", role: "Chairman of HSBC"}
@noel_quinn:person {full_name: "Noel Quinn", role: "CEO of HSBC"}
@matt_klein:person {full_name: "Matt Klein", role: "Co‑author"}
@mesandbu:person {full_name: "MES and BU", role: "Writer"}
@thompson_chau:person {full_name: "Thompson Chau", role: "Contributor"}
@joseph_wu:person {full_name: "Harry Wu", role: "Researcher"}
@carl_schmitt:person {full_name: "Carl Schmitt", role: "Legal theorist"}
@johnson:person {full_name: "John Johnson", role: "Analyst"} // placeholder for any additional author
@united_states:organization {full_name: "United States"}
@china:organization {full_name: "People's Republic of China"}
@g7:organization {full_name: "Group of Seven"}
@iea:organization {full_name: "International Energy Agency"}
@imf:organization {full_name: "International Monetary Fund"}
@hsbc:organization {full_name: "HSBC"}
@ping_an:organization {full_name: "Ping An Insurance"}
@oak_ridge_national_lab:organization {full_name: "Oak Ridge National Laboratory", location: @tennessee}
@us_department_of_energy:organization {full_name: "U.S. Department of Energy"}
@senate:organization {full_name: "United States Senate"}
@house_of_representatives:organization {full_name: "United States House of Representatives"}
@colombo:place {country: @sri_lanka}
@sri_lanka:place {country: @sri_lanka}
@taiwan:place {country: @taiwan}
@taipei:place {country: @taiwan}
@wuhan:place {country: @china}
@sichuan:place {country: @china}
@chongqing:place {country: @china}
@hubei:place {country: @china}
@henan:place {country: @china}
@jiangxi:place {country: @china}
@anhui:place {country: @china}
@tennessee:place {country: @united_states}
@lotus_tower:place {description: "Lotus Tower, Colombo, Sri Lanka", location: @colombo, funded_by: @chinese_state_bank, status: "unfinished", symbolism: "white elephant", part_of: @belt_and_road_initiative}
@belt_and_road_initiative:concept {description: "China's overseas lending and infrastructure programme"}
@chinese_state_bank:organization {full_name: "Chinese state bank (unnamed)"}
@frontier_supercomputer:concept {description: "Frontier supercomputer", cost: "600 million USD", performance: "1 exaflop", rank: "most powerful", location: @oak_ridge_national_lab, built_by: @us_department_of_energy}
@energy_transition_event:event {description: "Discussion of global energy transition, Tesla slump and US immigration"}
@build_back_better:event {description: "US Build Back Better legislative package"}
@inflation_reduction_act:event {description: "US Inflation Reduction Act (IRA)", passed_by: @senate, date: @date_2022_07_27, revenue: "739 billion USD", spending: "433 billion USD", deficit_reduction: "300 billion USD"}
@clean_energy_tax_credit:concept {description: "Clean‑energy tax credits", amount: "260 billion USD"}
@ev_rebate:concept {description: "Electric‑vehicle rebates", amount: "80 billion USD"}
@methane_reward:concept {description: "Methane‑emission rewards", amount: "1.5 billion USD"}
@green_bank:concept {description: "Federal green bank", amount: "27 billion USD"}
@coal_miner_support:concept {description: "Support for coal miners with black lung"}
@medicare_savings:concept {description: "Medicare spending savings", amount: "288 billion USD"}
@obamacare_subsidy:concept {description: "Obamacare subsidy", amount: "64 billion USD"}
@out_of_pocket_cap:concept {description: "Out‑of‑pocket cap for seniors", amount: "2000 USD"}
@us_inflation_2022:event {description: "US inflation reaching 9.1 % in July 2022", rate: "9.1 %", date: @date_2022_07_13}
@us_chips_act:event {description: "US CHIPS Act", passed_by: @senate, date: @date_2022_07_27}
@g7_investment_gap:concept {description: "G7 investment gap to meet IEA clean‑tech target", amount_needed: "4 trillion USD", fills_half_gap: true, related_to: @iea}
@china_trade_surplus:event {description: "China's record trade surplus", amount: "101.3 billion USD", share_of_gdp: "5 %", months: ["June 2022","July 2022"], reason: "weak domestic demand", indicator_of: "economic weakness", reported_by: @michael_pettis, date: @date_2022_08_07}
@china_heatwave:event {description: "Worst heatwave ever recorded in China", date: @date_2022_08_23, impact: ["power cuts","hydropower shortage","drought"], affected_regions: [@sichuan,@chongqing,@hubei,@henan,@jiangxi,@anhui]}
@yangtze_drought:event {description: "Yangtze River water receded to centre", location: @wuhan, date: @date_2022_08_21}
@lotus_tower_status:concept {description: "Lotus Tower status", status: "unfinished", criticism: "white elephant"}
@taiwan_tabletop_wargame:event {description: "Taiwan tabletop war game for population‑wide preparedness", location: @taipei, date: @date_2024_12_30, participants: [@taiwan_government,@us_defense,@others], goal: "whole‑of‑society coordinated response"}
@taiwan_government:organization {full_name: "Government of Taiwan"}
@us_defense:organization {full_name: "US Defense establishment"}
@weibo_outage:event {description: "Weibo outage caused by Pelosi visit", duration: "half hour", date: @date_2022_08_02, cause: @nancy_pelosi, platform: @weibo}
@weibo:organization {full_name: "Weibo"}
@argentina_crisis:event {description: "Argentina economic crisis with 90 % inflation", inflation: "90 %", date: @date_2022_07_??, protests: true, IMF_program: true, energy_subsidy_cuts: true, bond_market: true}
@silvina_batakis_policy:concept {description: "Silvina Batakis' policy to reduce energy subsidies", target: "0.6 % of GDP"}
@mesandbu_article:document {title: "G7 investment gap article", url: "https://www.ft.com/content/3a8731bc-aad3-42ca-b99e-b3a553974ccf", author: @mesandbu, date: @date_2022_07_??, mentions: [@g7,@iea,@g7_investment_gap]}
@article_china_trade_gap:document {title: "China’s record trade gap a symptom of struggle to rebalance its economy", url: "https://www.ft.com/content/a38c83c2-4e1a-45dd-8558-9ff25bd870c8", author: @michael_pettis, date: @date_2022_08_07}
@trade_wars_are_class_wars:document {title: "Trade Wars are Class Wars", url: "https://yalebooks.yale.edu/book/9780300261448/trade-wars-are-class-wars", authors: [@michael_pettis,@matt_klein]}
@frontier_supercomputer -> located_at -> @oak_ridge_national_lab
@frontier_supercomputer -> built_by -> @us_department_of_energy
@frontier_supercomputer -> cost -> "600 million USD"
@frontier_supercomputer -> performance -> "1 exaflop"
@frontier_supercomputer -> rank -> "most powerful"
@oak_ridge_national_lab -> located_in -> @tennessee
@tennessee -> country -> @united_states
@lotus_tower -> located_in -> @colombo
@colombo -> country -> @sri_lanka
@lotus_tower -> funded_by -> @chinese_state_bank
@lotus_tower -> part_of -> @belt_and_road_initiative
@belt_and_road_initiative -> launched_by -> @china
@china -> has_event -> @china_trade_surplus
@china -> has_event -> @china_heatwave
@china -> has_event -> @yangtze_drought
@china -> member_of -> @g7? (not a member, but partner)
@g7 -> member -> @united_states
@g7 -> annual_GDP -> "45 trillion USD"
@g7 -> investment_gap -> @g7_investment_gap
@g7_investment_gap -> amount_needed -> "4 trillion USD"
@g7_investment_gap -> related_to -> @iea
@iea -> clean_tech_investment_target -> "4 trillion USD"
@build_back_better -> opposed_by -> @joe_manchin
@build_back_better -> died_on -> @date_2022_07_13
@build_back_better -> cause_of_death -> @joe_manchin
@inflation_reduction_act -> passed_by -> @senate
@inflation_reduction_act -> date -> @date_2022_07_27
@inflation_reduction_act -> includes -> @clean_energy_tax_credit
@inflation_reduction_act -> includes -> @ev_rebate
@inflation_reduction_act -> includes -> @methane_reward
@inflation_reduction_act -> includes -> @green_bank
@inflation_reduction_act -> includes -> @coal_miner_support
@inflation_reduction_act -> reduces -> @medicare_savings
@inflation_reduction_act -> reduces -> @obamacare_subsidy
@inflation_reduction_act -> caps -> @out_of_pocket_cap
@us_inflation_2022 -> contributed_to -> @build_back_better_dead
@us_chips_act -> passed_by -> @senate
@us_chips_act -> date -> @date_2022_07_27
@us_chips_act -> related_to -> @inflation_reduction_act
@us_department_of_energy -> country -> @united_states
@hsbc -> shareholder_of -> @hsbc {share: "9.2%", unit: "%"}
@hsbc -> split_requested_by -> @ping_an
@ping_an -> shareholder_of -> @hsbc {share: "9.2%", unit: "%"}
@hsbc -> chairman -> @mark_tucker
@hsbc -> CEO -> @noel_quinn
@nancy_pelosi -> visited -> @taiwan {date: @date_2022_08_02}
@weibo_outage -> caused_by -> @nancy_pelosi
@weibo_outage -> platform -> @weibo
@weibo_outage -> duration -> "half hour"
@weibo_outage -> date -> @date_2022_08_02
@argentina_crisis -> inflation -> "90%"
@argentina_crisis -> minister -> @silvina_batakis
@silvina_batakis -> pledged_to_reduce -> @silvina_batakis_policy
@silvina_batakis_policy -> target -> "0.6% of GDP"
@silvina_batakis -> interview_on -> @date_2022_07_??
@silvina_batakis -> part_of -> @imf_program
@imf_program -> country -> @argentina
@imf_program -> includes -> @silvina_batakis_policy
@argentina_crisis -> bond_market -> "benchmark sovereign notes slipped to ~20 cents"
@argentina_crisis -> protests -> true
@argentina_crisis -> default_risk -> true
@argentina_crisis -> currency -> @peso
@peso -> devaluation_pressure -> true
@taiwan_tabletop_wargame -> held_in -> @taipei
@taiwan_tabletop_wargame -> date -> @date_2024_12_30
@taiwan_tabletop_wargame -> participants -> [@taiwan_government,@us_defense]
@taiwan_tabletop_wargame -> goal -> "whole‑of‑society coordinated response"
@lotus_tower -> status -> "unfinished"
@lotus_tower -> criticism -> "white elephant"
@lotus_tower -> financed_by -> @chinese_state_bank
@lotus_tower -> located_in -> @colombo
@colombo -> country -> @sri_lanka
@china_trade_surplus -> reported_by -> @michael_pettis
@michael_pettis -> tweeted_about -> @china_trade_surplus
@china_trade_surplus -> month -> "June 2022"
@china_trade_surplus -> month -> "July 2022"
@china_trade_surplus -> reason -> "weak domestic demand"
@china_heatwave -> affected_regions -> [@sichuan,@chongqing,@hubei,@henan,@jiangxi,@anhui]
@china_heatwave -> impacts -> ["power cuts","hydropower shortage","drought"]
@yangtze_drought -> location -> @wuhan
@wuhan -> country -> @china
@wuhan -> observed -> "river bed walks"
@g7_investment_gap -> described_by -> @mesandbu
@mesandbu -> wrote -> @mesandbu_article
@article_china_trade_gap -> authored_by -> @michael_pettis
@trade_wars_are_class_wars -> authored_by -> @michael_pettis
@trade_wars_are_class_wars -> coauthored_by -> @matt_klein
@frontier_supercomputer -> used_for -> @climate_modeling
@frontier_supercomputer -> used_for -> @weather_modeling
@frontier_supercomputer -> used_for -> @oil_modeling
@frontier_supercomputer -> used_for -> @high_energy_physics
@frontier_supercomputerClick to expand and load individual components
No children (leaf entity)