“fiscal crises in bond markets tend to be driven less by the inevitability of compounding interest payments and more by sudden collapses in credibility, currency runs and imported inflation.” >> worth considering when we hear panic about government deficits/debt

NEW REPORT ON CLIMATE CHANGE AND GOVERNMENT BONDS 🔎 Investors are now seeking to incorporate climate considerations systematically in sovereign debt analysis and even engagement www.unpri.org/sovereign-de...

Great to be in beautiful Kilkenny for @kilkenomics.bsky.social ! Tackling the big topics with a healthy dollop of humour

House building may be a popular policy for opposition parties… but in the UK context not clear 1) that housing supply is the big block to affordable housing and 2) that if it were, you can make houses cheaper without annoying existing homeowners on.ft.com/3silwHv