Why the US housing market is going to stay tight - FT column here from Meredith Whitney www.ft.com/content/950b...

On the Build-a-Bear stock phenomenon in the WashPost. The stock is up more than 2,000% in five years, placing it in the top 20 market gainers during that period. It has more than doubled last year and up 66% year-to-date. www.washingtonpost.com/business/202...

(Reuters) - South Korea's economy could fall into crisis rivalling its 1997 meltdown if the government accepts current U.S. demands in stalled trade talks without safeguards, President Lee Jae Myung told Reuters. @reuters.com www.reuters.com/world/china/...

@costasmourselas.bsky.social finds a way to get everyone at the FT to read his story. www.ft.com/content/4e56...

The shadow economy behind the international student boom in the UK - FT read from @georginaq.bsky.social www.ft.com/content/3f49...

How south-east Asia lost its way - Ruchir Sharma column here. He argues Indonesia is just the worst of the worst in the world’s weakest regional market. Includes this striking anecdote www.ft.com/content/4f07....

Six games unbeaten against Man City. Beaten by a wonder strike against Liverpool and dropped points to a Haaland goal today. Glad for Gabi. And I seem to be in a minority in backing Merino to start. Man City just constrained us well in first half

In the midst of tariffs, spare a thought for the crafters - lovely piece by Ella Risbridger on how the Trump decision to end the de minimis rule on imports is hurting the craft world www.ft.com/content/52d2...

Top drawer Ivan Krastev here - What if the great powers are in fact stewarded by old men who are not in a hurry, who believe that they have time — a lot of time?” www.ft.com/content/c173...

How James Hoffmann became king of the coffee nerds - fascinating study of obsession. It us not hard to wonder whether the degree of obsession makes it hard to actually enjoy coffee www.ft.com/content/9d13...

The dollar is taking the hit from worries over the US - column here from @katie0martin.ft.com. The stock rally is masking deep anxiety from investors about the path forward for the world’s biggest economy. Great chart from @raydouglas.bsky.social www.ft.com/content/ac9e...

🍿🍿🍿

Analysis: Chelsea FC appear to be seeding the idea in the media that the club should receive a financial penalty if found guilty of 74 FA charges. That would be no penalty at all. www.theguardian.com/football/202...

The government of Comoros has begun a clean-out of its international flag registry which has been central to sanctions-circumventing dark fleet tankers shipping Russian, Iranian and Venezuelan oil. read more on @windward-ai.bsky.social blog! windward.ai/blog/comoros...

Is America entering a new era of McCarthyism? FT read here www.ft.com/content/54be...

enjoyed this @jemima.bsky.social sketch on the Trump visit to the UK www.ft.com/content/b119...

Why it might be the time to repeal the Fed’s dual mandate - Ed Yardeni column here. He also asks should 3% be the US central bank’s new inflation target? www.ft.com/content/0fdb...

Release the… (ok ok)

Electricity blackouts and cable cutting incidents have revealed systemic risks around the EU and UK. Less appreciated is the vulnerability of internet networks to malign actors, argues Richard Milne in this column www.ft.com/content/1968...

There are bigger things going on in the world but this was great FOI work by Andrew Ellson of the Times about how TfL chose not to not to release a study showing LTNs did not cut car use. www.thetimes.com/uk/london/ar...

How to invest like it’s 1725: the unlikely revival of Lloyd’s ‘Names - great piece by @leeharris.ft.com www.ft.com/content/f576...

BREAKING: Treasury Secretary Scott Bessent once agreed to occupy two different houses as his “principal residence” at the same time, mortgage documents show — the same kind of contradictory pledges that rump has been using to try to oust Fed Governor Lisa Cook. www.bloomberg.com/news/article...

Won’t the British right stand up for sovereignty? Janan Ganesh here www.ft.com/content/09c9...

Every writer needs an editor (says this editor). This is great from David Ignatius on his work with Starling Lawrence, who also edited the likes of Patrick O'Brien and Michael Lewis. His editing comments are about as acerbic and exacting as it gets www.washingtonpost.com/opinions/202...

breaking on FT website right now: Chancellor Rachel Reeves has been privately warned by the UK fiscal watchdog that its estimates for productivity are likely to be downgraded ahead of the Budget, making big tax rises more likely www.ft.com/content/3d0b...

The reporter was from Four Corners, a long-running, hugely respected investigative reporting programme of the state-funded ABC

A Chinese hardware maker is taking a stronger grip of the supply chain around Meta’s AI-powered spectacles, despite the US tech giant seeking to align with the Trump administration’s anti-Beijing stance. rpt by @mshannahmurphy.bsky.social & Eleanor Olcott www.ft.com/content/b397...

What I learned today: Switzerland's central bank is one of world’s biggest tech investors with stock portfolio equivalent in value to nearly a fifth of the nation's GDP. $167bn in equities, including more than $42bn in Amazon, Apple, Meta, Microsoft, Nvidia. on.ft.com/41XDOfT

“Switzerland doesn’t need a sovereign wealth fund when we have the SNB” - read here from @mjruehl.bsky.social on how the Swiss National Bank has built up a $167bn portfolio of US equity holdings including $42bn invested in Amazon, Apple, Meta, Microsoft and Nvidia www.ft.com/content/60a9...

"Racism in the UK remains the preserve of an extreme minority — but one that is emboldened and growing louder." - quote from this really excellent column from @stephenkb.bsky.social www.ft.com/content/fbbd...

Europe’s maze of bank regulation needs to be simplified - oped here from Michael Theurer, exec board member of the Bundesbank www.ft.com/content/c342...

The niche debt tool at the heart of Apollo’s private credit machine - very good piece by @leeharris.ft.com on the rise of funding agreement-backed notes (FABN) which are treated treated like an insurance liability for ratings purposes but raises capital like a bond. www.ft.com/content/4459...

So Florian Gadsby is one of the most famous and followed potters in the UK. He was commissioned to make 150 mugs to mark the 10th anniversary of Nikkei’s ownership of the @financialtimes.com. They are things of beauty and now he has made a video showing how he made them m.youtube.com/watch?v=lQbc...

How Emmanuel Macron’s France became Europe’s fiscal problem child - www.ft.com/content/2a1e...

On the Lisa Cook allegations www.ft.com/content/e32d...

I wrote about how a third of Elon Musk's stake in Tesla is tied up in margin loans, underlining how Musk continues to lean on his nearly US$250bn-worth of shares as a source of cash www.ifre.com/people-and-m...

Seen in the FT kitchen - no other wording on it

A former EY insider says post-Wirecard clean-up of the firm has stalled - interview by @stephenfoleyft.bsky.social, Interesting that he claims EY did not adopt his idea for a global committee for dealing with risky clients. www.ft.com/content/51d5...

The jury is still out on S&P’s rejection of Strategy - column here @thekrazykobra.bsky.social here on the bitcoin investor that is now one of the largest companies outside the S&P 500 with a market cap of $93bn www.ft.com/content/57c4...

The HTSI guide to "cup sake" - i am often surprised given the interest in Japan and travel there that sake is not more readily available in the UK, ie in supermarkets etc www.ft.com/content/5ae4...

Fascinating interview here with Russell Napier, the financial market strategist and financial historian in which he argues, among other things, France might be forced to turn to capital controls

"The MOU sets out an arrangement which, on one reading, reeks of coercion: a sovereign nation forced to funnel private and public-sector investment...under a structure unashamedly directed by the US president." - oped by @urbandirt.bsky.social on the Japan-US trade deal www.ft.com/content/678d...

So much of the narrative around recent bond markets has been on rising yields signifying investor worries on govt spending. But markets strategist Matt King argues here the bond "rout" is not what it seems. Recent moves are mostly technical, focused on 30-year issues www.ft.com/content/121b...

Meanwhile a very important story - The top US markets regulator has threatened to ban overseas companies from using accounting rules from the International Financial Reporting Standards if its rulemakers continue to pursue sustainability and climate issues. www.ft.com/content/e4fb...

Really this - it is really grim

Free London business newspaper City AM has claimed a healthy return to print profitability over the last year pressgazette.co.uk/publishers/c...

Hong Kong: a comeback with Chinese characteristics - great read here from @arjunneilalim.ft.com William Sundland and Chan Ho-him. Striking intro www.ft.com/content/ae2c...

Lime bikes stretching out as far as my eye can see outside the Bloomberg building #tubestrike

The Europe-US trade deal was meant to bring some stability for European business. It has not worked out like that. @bmoens.bsky.social explains why in this column www.ft.com/content/84f8...

always here for Murdoch kremlinology - the inside track on how Rupert's big succession deal was struck from @annanicolaou.bsky.social James Fontanella-Khan and @danielthomasldn.bsky.social www.ft.com/content/cca1...