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Adam Tooze

@adam-tooze · 11 positions · 0 changes of mind

Economic historian, Kathryn and Shelby Cullom Davis Professor of History at Columbia University, and author of Wages of Destruction, Crashed and Shutdown. Writes the Chartbook newsletter.

Adam Tooze did not write this page.

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  1. In China shock 1.0 the key target was the US. In China shock 2.0 it is Europe.

    Chartbook 462: China shocked - beyond 1.0 and 2.0 to the "Big One".adamtooze.substack.com 1st of 5 in this piece

    EuropeChinaAmerica

  2. The original point of the China Shock 1.0 discourse was not to foreground the unfairness of Chiense competition, so much as the malfunctioning of US policy and societal institutions in the face of concentrated globalization shocks.

    Chartbook 462: China shocked - beyond 1.0 and 2.0 to the "Big One".adamtooze.substack.com 2nd of 5 in this piece

    ChinaAmerica

  3. China shock 2.0 threatens high status manufactured goods: European cars and engineering.

    Chartbook 462: China shocked - beyond 1.0 and 2.0 to the "Big One".adamtooze.substack.com 3rd of 5 in this piece

    EuropeChinaAmerica

  4. What China is delivering in the 2020s is an industrial policy shock of global scale.

    Chartbook 462: China shocked - beyond 1.0 and 2.0 to the "Big One".adamtooze.substack.com 4th of 5 in this piece

    China

  5. It wasn’t just the West that drew conclusions from China shock 1.0. Beijing learned from China Shock 1.0 too.

    Chartbook 462: China shocked - beyond 1.0 and 2.0 to the "Big One".adamtooze.substack.com 5th of 5 in this piece

    China

  6. 7 days earlier
  7. It reveals things that are deeply wrong at the heart of the European economy.

    Chartbook 460 Greedflation meets China shock: Can Europe's car industry be saved without making the cost of living crisis worse?adamtooze.substack.com 1st of 4 in this piece

    EuropeChina

  8. And this in turn means that if we really want to find a way out of the impasse, advocacy for protection and support should be tied to demands for systematic reform.

    Chartbook 460 Greedflation meets China shock: Can Europe's car industry be saved without making the cost of living crisis worse?adamtooze.substack.com 2nd of 4 in this piece

    Europe

  9. To put this same story another way, the European car industry in the early 2020s was a prime example of greedflation i.e. companies taking advantage of the COVID shock and other disruptions and to hike profits at the expense of consumers.

    Chartbook 460 Greedflation meets China shock: Can Europe's car industry be saved without making the cost of living crisis worse?adamtooze.substack.com 3rd of 4 in this piece

    Europe

  10. The two seemingly contradictory trends connect, because the relatively low rate of productive investment leaves European industry vulnerable to its most vigorous competitors whose firms are contending with an even more deflationary macroeconomic situation at home in China.

    Chartbook 460 Greedflation meets China shock: Can Europe's car industry be saved without making the cost of living crisis worse?adamtooze.substack.com 4th of 4 in this piece

    EuropeChina

  11. 4 weeks earlier
  12. They are none of these things. All three were predictable and overdetermined.

    Chartbook 452 Europe's Machiavellian moment?adamtooze.substack.com 1st of 2 in this piece

    Europe

  13. Rather they are the sign of disorientation, disillusionment and despair.

    Chartbook 452 Europe's Machiavellian moment?adamtooze.substack.com 2nd of 2 in this piece

    Europe