🚨Elon Musk has boosted the public profile of Restore Britain leader Rupert Lowe on X, pulling Britain’s political discourse towards extreme content and amplifying his influence ahead of a knife-edge election in Makerfield More @FT: as.ft.com/r/80f4639f-0...

📢Companies are gearing up for price increases📢 My new piece in the @financialtimes.com on potential for the pricing channel as a source of persistent inflation The wage bargaining channel, on other hand, is not looking as problematic for central banks -- see fig 👇 Link: as.ft.com/r/7230402a-e...

So, uh, @chadpbown.com and I went on the Daily Show with Jon Stewart last night and Jon had read the book and really liked it. And I think my head might explode? m.youtube.com/watch?v=GYcw...

😱 Trump wants to undermine ICC with Putin and Xi

Important reminder: “Historically, futures prices have been poor at forecasting the future, especially at times of geopolitical uncertainty.” Options show elevated price uncertainty V nice work here: as.ft.com/r/a6011e4d-0... Why the oil futures curve is not a crystal ball

The FT asked 10 fund managers which of the frontrunners to replace Keir Starmer would trigger the most negative bond market reaction. The results were clear-cut ... but at odds with Polymarket predictions. Read the story on #FTEdit 👉 Who do gilt investors want to lead Britain? ft.trib.al/tpYc6Np

We need to talk about Huw Huw Pill that is, chief economist of the Bank of England, who has become an outlier on the BoE's monetary policy committee My latest in the @financialtimes.com as.ft.com/r/3d233df6-d...

US CPI report indeed looking problematic for the Fed. Core inflation and Warsh's preferred median weighted CPI both OKish compared with looking at the % of items rising in price -- this is 87% versus 70% average, rising since Apr 2025 as.ft.com/r/e7f2700e-8...

Posting this purely for the picture as.ft.com/r/bfb8526f-d...

With Keir Starmer's premiership hanging in the balance, @amyborrett.ft.com has put together the definitive set of charts to summarise his tumultuous tenure A few 👇👇and more 👉https://as.ft.com/r/41e56e14-02de-400a-96bd-38a0a4b6efc6

📢 I've written a piece for @financialtimes.com on monetary policy surprises in the UK -- they are relatively large and getting larger 📢 Free link: as.ft.com/r/65020096-1...

“Someone who cannot criticise the actions of the Israeli government without suggesting that British Jews should be punished for those actions is, at a basic level, incompetent.” Hear, hear @stephenkb.bsky.social as.ft.com/r/a0177a88-e...

'References to “pricing action” and “passing on costs” during first-quarter US earnings calls have climbed to the highest level since Russia’s full-scale invasion of Ukraine sparked the last global inflation shock in 2022, according to an FT analysis.' as.ft.com/r/beafa412-4...

🚨 Maybe the best Venn diagram of BDC holdings you'll ever see. www.ft.com/content/c60b...

This is some incredible journalism from Ukraine as.ft.com/r/346747e6-5... ‘I’m fighting two wars. One against the Russians. And one inside myself.’

That’s quite a chart www.nytimes.com/interactive/...

This is a really excellent and inspiring lunch w perhaps China's pre-eminent dissident Li Ying "I just want my life to count" as.ft.com/r/af126800-9...

Outflanked by Reform on the right and a revitalised Green Party on the left, Labour faces a reckoning in elections across the UK on May 7. Can the prime minister survive this looming Starmergeddon? And what will Labour's meltdown mean for the UK? Today's Big Read is on #FTEdit 👉 ft.trib.al/09QobTl

Chris Waller deadlifting 365lbs! www.linkedin.com/feed/update/...

AI companies' talk about safety & responsibility is just noise. They will follow the money, like all other companies. And that's (mostly) fine. as.ft.com/r/c9d586a9-1...

📢 I've written about 'left-behind' places & what we can do in the @financialtimes.com 📢 We have a clear understanding of the drivers, but we have failed when it comes to solutions Exhibit A is Germany -- support for AfD is concentrated in East despite *trillions* being sent since reunification👇

everyone remember to say thank you to the americans

our FT analysis on how Labour’s vote is being eaten from both left and right www.ft.com/content/27dc...

Under Warsh, the Fed could embrace Bessent’s geoeconomic agenda - important column here from Gillian Tett on signal from the incoming Fed chair during testimony this week www.ft.com/content/aa7b...

Access to the President has gotten cheaper. www.ft.com/content/3430...

🚨Job🚨 at @data.ft.com: We're hiring a data journalist in the US, based in New York or Washington #ddj: job-boards.greenhouse.io/financialtim...

Kevin Warsh wants to ditch core PCE. His preferred measure, trimmed mean PCE, just happens to look the 'best' against the Fed target, now at 2.3% Cherry-picking will land you in trouble at some point tho - trimmed PCE was v slow to see the 2021-22 inflation surge 👇 as.ft.com/r/6e55db7e-8...

📢 Introducing a measure of inflation expectations based on social media posts (from the other place for now) in the @financialtimes.com📢 Social media provides frequent & timely information that is difficult or expensive to gather The result from millions of tweets on inflation👇👇

Check out my latest column for @financialtimes.com: The S&P 500 keeps rising...the market appears to be adopting an Earnings Before Iran, Tariffs and Dubious Announcements (EBITDA) approach: as.ft.com/r/d23a0e69-d...

London is, “and always has been, a city with all the right enemies.” as.ft.com/r/3d7dc4ca-8... The return of Londonophobia

It’s stuff like this that will definitely keep the Canadians boycotting the US as.ft.com/r/6c2d1af9-c... Howard Lutnick tells Canada ‘they suck’ and vows to wind back trade deal with US

Foreign development banks are borrowing at levels near-equivalent with the world's largest economy, in its own currency, despite its advantages in servicing its debts. Specialists say it reflects concerns on US policy and low supply while gov debt ⬆️. w. Elettra Ardissino as.ft.com/r/9bd3956f-6...

Magyar needs the EU but the EU needs Magyar, too. And in this mutual dependency, neither should lose sight of the rule of law. That's what I'm arguing in this @financialtimes.com op ed www.ft.com/content/8800...

This is really excellent by @soumayakeynes.ft.com What’s really shocking about the second China shock? One is that China import volumes have not increased, and another is Chinese cut-throat competition leading to 'involution' -- see fig as.ft.com/r/fdefbc40-f...

The market has slowly come to the realisation that the BoE is unlikely, despite the Iran energy shock, to raise interest rates this month

This is disturbing. Incredibly wide health gaps in the UK, with men in the most deprived areas having an average of only 50 years of 'good health' as.ft.com/r/97104951-5...

This is a very interesting piece on Chinese 'involution' The second China shock is underway and will presumably push down heavily on prices and concentrated job losses in West as.ft.com/r/f7e301a3-8...

A great day for #Hungary & a warning for all. Anger wins elections but it's a thin basis for governing & a worse one for prosperity. #Populism doesn't restore strength. It leaves a weaker #economy & a harsher public life. publications.jrc.ec.europa.eu/repository/h... ppr.lse.ac.uk/articles/10....

The Liz Truss ‘moron premium’ has not gone away. UK yields are more volatile and structurally higher than peers, and this is a really big deal as.ft.com/r/b78ddaf5-7... Who lost the UK bond market?

People will be closely studying how Hungary's opposition pulled off their win in such a pro-incumbent system. Important to note that the theme was corruption. Democrats need to get much better at calling out Trump's corruption.

Breaking news: With more than 70% of the votes counted, Péter Magyar’s Tisza party is projected to win a two-thirds majority in Hungary's election ft.trib.al/a7M8jyZ

Comments are lively

Perhaps now is a good time to share the @financialtimes.com investigative series on Viktor Orban. To start with here’s the one we sent a reporter up in a plane for … (300 free clicks) as.ft.com/r/8cd54659-d...

🇭🇺 Polymarket gives Péter Magyar a 97% chance of becoming Hungary’s next PM Polls suggest Tisza is on course to win, potentially ending Orbán’s 16-year grip on power Turnout hit a post-Communist record of nearly 78% FT www.ft.com/content/d02a...

Good there is more attention on the disaster that Orbanomics has been - Hungary has not shared in the economic miracle of CEE. The Trumpists did not only bet on the weakest economy of Europe, but also on a political force that has no sway in the EU other than occasional obstructionism and delay.

Viktor Orban’s self-styled illiberal economics model is on the ballot today in Hungary My verdict in the @financialtimes.com today: the model has been a disaster for Hungarians, who are much poorer as a result as.ft.com/r/1c722f06-0...

As with wider Hungarian society and economy, the polls in Hungary have been Orbanised over the last 16 years Large disconnect between government affiliated polls, showing Orban's party in the lead, and independent polls as.ft.com/r/e40d645e-c...

New: US business adoption of Anthropic’s products is closing in on OpenAI even after the Pentagon branded it a supply chain risk in Feb, Ramp data shows

Jemima Kelly | How we gave up on forgiveness ft.trib.al/WMyDhbw #FTEdit