When do investors expected a US-Iran ceasefire to be struck? a survey here from Deutsche Bank

Why the Bank of England will not raise rates this year - oped by Karen Ward who has been very prescient in the past on inflation and rates www.ft.com/content/dec0...

Just one of the most extraordinary stories - incredible

Martin Wolf's warning on democracy in the US - gift link here as.ft.com/r/541e4624-5...

Has the Iranian speaker been reading Carlyle?

Crispin Odey testifies www.ft.com/content/24ff...

These great stories from @ericgplatt.ft.com are becoming unsettlingly frequent Today: Ares limits withdrawals from $10.7bn private credit fund www.ft.com/content/9a1b... Yesterday: Apollo caps investor withdrawals from flagship private credit fund www.ft.com/content/d315...?

want to hedge this current market volatility - former Citi strategist Rob Buckland here with a handy primer www.ft.com/content/043a...

The Atlantic has signed a three-year partnership with cruise line Seabourn for its writers, editorial programming and subscription access to be added to cruises www.adweek.com/media/atlant...

Where we are at with markets and Trump - from the latest Unhedged from @robarmstrong.bsky.social and @katie0martin.ft.com as.ft.com/r/53bc8677-7...

The VC firm hunting ‘almost unemployable’ misfits - rpt from @ivanlevingston.bsky.social www.ft.com/content/4d29...

How Prem Watsa - dubbed the Warren Buffett of Canada wants to expand the owner of Chutney Mary, Veeraswamy and Masala Zone global - column here from @johngapper.bsky.social www.ft.com/content/697c...

So Danone is paying about 40x 2025 ebitda for Huel. www.ft.com/content/ad3d...

Gold falling 20% the month following attacks on Iran that trigger global bond and stock falls was not on my bingo card

So the the elections in South Australia - my home state - might worth paying not just attention because of the performance of Pauline Hanson's One Nation party which drew 22% of the vote, pushing the Liberals into third place. /thread

Arsenal thoroughly outplayed today - that can happen (as it did for City last season). Bad day at the office. Always thought City were stronger this year than given credit for. Bizarre how happy this seems to have made Liverpool fans

WhyTrump should work with European allies to shore up the Lebanese president and government, despite their shortcomings - Kim Ghattas here as.ft.com/r/724cbd7a-c...

The wild gilt market swings this week are early warning sign of how a commodity shock can morph into a bond shock that hurts government finances far and wide and jacks up borrowing costs for us all - @katie0martin.ft.com here as.ft.com/r/d4282485-9...

The Iran war is already triggering a global response to curb energy consumption and ration fuel - particularly in Asia as this column by Michael Haigh of SocGen explains. So many countries forced to act. Gift link here as.ft.com/r/c5f14e23-5...

Bill Ackman has built a simple, concentrated investment portfolio of high-quality businesses. But that is offset by the complexities of structures of his hedge fund group, writes @marcruby.bsky.social www.ft.com/content/b891...

Since graduating: 1. GFC 2. Austerity 3. Brexit 4. Covid-19 5. War in Europe 6. Oil/gas crisis 7. Global trade war 8. War in the Middle East 9. Another oil/gas crisis

“Eventually, tech companies dream of AI becoming a core part of employment, with the cost of all white-collar workers coming to be seen as a salary plus a certain number of [LLM] tokens per month.” www.ft.com/content/b7f6...

One of the best journalists I have known - Najmeh Bozorgmehr - on what it is like being in Tehran at the moment and the small rituals of survival www.ft.com/content/a2b3...

FT Exclusive: The White House is not considering a ban on oil exports, a senior official has told the FT, as industry bosses prepared to meet US vice-president JD Vance and congressional leaders Follow live updates ft.trib.al/v4mdIAz

One thing that might be now underestimated is how expectations of an extended energy shock will feed into business dynamics - ie any tender or deal by a company where costs are influenced by fuel/energy will have to factor in higher prices or at least uncertainty

So the great @katie0martin.ft.com is doing a Q&A on Iran and markets today. Send in your questions (though may be not on curling) www.ft.com/content/4ced...

The US has explored tying naval escorts in Strait of Hormuz to its government insurance scheme Top scoop from FT colleagues in US and London as.ft.com/r/df1ecd2b-c...

Strong UK company scoop here - Battersea Power Station in dispute with fired CEO over accounts www.ft.com/content/0ea8...

Why China is likely to be both the testing ground and a leader in the use of AI agents - June Yoon column here on the wave of experimentation in the country www.ft.com/content/b587...

Insights here into what Iranians are thinking, planning for www.ft.com/content/869f...

this piece is really interesting - a counter to the consensus narrative on US-Iran at the moment. Generating a lot of debate h/t @semaforben.bsky.social www.aljazeera.com/opinions/202...

new life goals - from a column by @elainemoore.bsky.social on OpenClaw’s phenomenally popular AI agent www.ft.com/content/3288...

Canadian billionaire Stephen Smith buys 27% stake in The Economist www.ft.com/content/60b5...

This is very sad news - I very much enjoyed working with her and valued her insights www.wsj.com/business/kar...

Who is winning the Middke East war - great column by @emile-hokayem.bsky.social on how Iran has taken a beating but it retains the advantages of geography, time and a superior tolerance for pain www.ft.com/content/587c...

Ok this is a draft memo but a terrible look if it happens. Notable someone has taken significant risk to leak this www.nytimes.com/2026/03/16/h...

Europe is also at risk from credit cockroaches - credit expert Sabrina Fox on how lenders should brace for US-style legal action over acting in co-operation over debt restructuring www.ft.com/content/2fcb...

My piece on the Florsheim affair: "In principle, the president hates globalisation. In practice, just like the rest of us, he wants a nice affordable pair of shoes. For his subordinates to wear. In the wrong size." as.ft.com/r/52057923-5...

As one who argued early on against expanded retail access to private credit, I feel compelled to say “I told you so”. Classic case of “be careful what you wish for”. giftarticle.ft.com/giftarticle/...

This is really very good on Iran - @gideonrachman.bsky.social's podcast talk with Sir Simon Gass, a former UK ambassador to Iran and former chair of Britain’s Joint Intelligence Committee www.ft.com/content/acd8...

I called Trump and he picked up.. Has Nato and the UK in his sights again www.ft.com/content/1ca6...

At 16 years and 73 days, Max Dowman is the youngest player to score a competitive first team goal for The Arsenal and also the youngest to score a goal in the Premier League. (HT @hente.bsky.social) thearsenalcollection.org.uk?p=43517

You’ll always remember this

What a moment

The Noma affair will leave a very nasty taste in the mouth - super column by @jayrayner1.bsky.social. The gap between the high-minded rhetoric of René Redzepi and his personal practices are just so striking www.ft.com/content/f3dd...

Lessons from an unwise banking photoshoot - @thekrazykobra.bsky.social here on how an interview with four young men in finance dressed in Armani jackets and Hermès ties exposes several tensions in inv banking culture www.ft.com/content/1509...

very good lol from Klement today klementoninvesting.substack.com/p/where-are-...

such a great read

just such a fascinating story - a bitcoin investor wanting to build libertarian community on the Caribbean island of Nevis has offered to pay every resident $100 a month if the govt approves his development, @joshspero.ft.com rpts www.ft.com/content/c733...

Really interesting column from Diana Choyleva on why China’s renminbi push matters even if it never rivals the dollar. While the RMB's share of global payments is still small, it is making substantive inroads in trade finance. That matters www.ft.com/content/77f8...