Scott James @drscottjames.bsky.social · 26/08/2026UK about to overtake China and Japan in holding Treasuries…as hedge funds book their positions through London 111
Scott James @drscottjames.bsky.social · 25/06/2026Trump’s carbon coalition of blue collar workers and high finance arrives in the UK 🤝 000
Scott James @drscottjames.bsky.social · 20/06/2026Because obviously Britain has no history of effectual PMs governing in constructive tension with heavyweight Chancellors 021
Scott James @drscottjames.bsky.social · 01/06/2026Might cheap RMB bond issuance become increasingly attractive for sovereigns? 010
Scott James @drscottjames.bsky.social · 01/06/2026The offshore RMB system is about supporting China’s export growth model, not challenging the dollar 👀 open.substack.com/pub/hegemone... 200
Scott James @drscottjames.bsky.social · 22/05/2026‘Thatcher paved the way for the 2008 crisis, etc’ Fine, up to a point. Except the UK crash was always more a post-1997 story 000
Scott James @drscottjames.bsky.social · 19/05/2026Really-existing bond vigilantism is gilt traders trying to second guess how policy makers will second guess the second guesses of gilt traders. 120
Scott James @drscottjames.bsky.social · 15/05/2026Critical macro folks know how to party adamtooze.substack.com/p/chartbook-... 020
Scott James @drscottjames.bsky.social · 30/04/2026Interlocking determinants of dollar dominance 🧐 www.sciencedirect.com/science/arti... 000
Scott James @drscottjames.bsky.social · 29/04/2026The future of dollar dominance, a network theory hypothesis 110
Scott James @drscottjames.bsky.social · 27/04/2026Offshore currency usage (excluding $ and €) with offshore £s above 2005 levels The political economy of offshore sterling is a paper waiting to be written 240
Scott James @drscottjames.bsky.social · 26/04/2026IR: liberal international disorder, hegemonic decline, apolarity, etc IPE: 27916
Scott James @drscottjames.bsky.social · 14/04/2026Political economy of polycrisis, 2026: ‘The first quarter was marked by geopolitical shocks…This type of volatility is good for investment banks which make money from financing and facilitating client trades.’ 110
Scott James @drscottjames.bsky.social · 24/03/2026We map the contested epistemic politics of knowledge production across linked ecologies, analysing how the emergence of new issues between existing pools of professional knowledge generates opportunities and barriers to issue control for different groups 2/n 101
Scott James @drscottjames.bsky.social · 24/03/2026Pleased to finally publish this paper with Mareike Beck on the epistemic origins of the 2022 gilt market crisis in @jeppjournal.bsky.social How can we explain the limited regulatory response to the increasing systemic risk of LDI strategies in UK pensions? 1/n 🧵 doi.org/10.1080/1350... 32610
Scott James @drscottjames.bsky.social · 01/03/2026‘Elliptic found Iran’s central bank accumulated at least $507 million in USDT in 2025, likely to steady the rial and finance trade. That effort has mostly failed, with data showing that the rial has lost more than 96% of its value against the USD.’ 3/n 100
Scott James @drscottjames.bsky.social · 01/03/2026‘Chainalysis estimates IRGC-linked addresses accounted for more than 50% of total Iranian crypto inflows in the fourth quarter of 2025, with over $3 billion in value received last year.’ 2/n 100
Scott James @drscottjames.bsky.social · 07/02/2026The dollar’s longue durée 25-year cycles of de/redollarisation? 100
Scott James @drscottjames.bsky.social · 14/01/2026Important test of all those theories of CBI we’ve spent 20+ years teaching. Or rather how much financial markets believe CBI actually matters for controlling inflation vs believing it was always more to do with signalling, party management, blame avoidance, etc 120
Scott James @drscottjames.bsky.social · 12/01/2026About to discover just how much asset managers care about central bank independence 051
Scott James @drscottjames.bsky.social · 03/12/2025Every academic, always www.ft.com/content/573d... 020
Scott James @drscottjames.bsky.social · 26/11/2025Emergent market economy www.ft.com/content/3e98... 010
Scott James @drscottjames.bsky.social · 15/10/2025Treasury seizes the £5bn for a new strategic bitcoin reserve on my 2026 bingo card 021
Scott James @drscottjames.bsky.social · 15/10/2025I’d forgotten about this characteristically punchy Adam Curtis documentary from 1996 www.bbc.co.uk/programmes/p... 100