🇬🇧🇺🇸 Trump responds to Tim Davie resigning as BBC boss FT www.ft.com/content/ccc0...

power, data and birds on the loneliest road in america: www.ft.com/content/729d...

🇺🇸 US consumer sentiment drops to its lowest level since June 2022 -- and the sharpest fall comes from Republicans FT www.ft.com/content/a864... #ConsumerSentiment #USPolitics #Economy

NEW: The End of the Line: the centrepiece of Saudi Arabia’s Neom gigaproject - a 500m tall, 170km long wall-like building intended ultimately to house 9 million people - can’t get out of the ground, say more than 20 former Neom architects, engineers and senior executives. ig.ft.com/saudi-neom-l...

quite a chart from WashPost www.washingtonpost.com/politics/202...

🇬🇧 I know this is rage bait but still... The Telegraph www.telegraph.co.uk/family/life/...

🇳🇬🇺🇸 Trump threatens Nigeria with military action over violence against Christians FT www.ft.com/content/d0c7...

NEW: Devastating imagery from Jamaica, before & after Category 5 Hurricane Melissa. Black River — near total destruction.

🚨 Gold momentum gauge was flashing red The RSI has been in overbought territory (>70) for weeks, a classic warning sign that the gold rally may have run out of steam For some goldbugs, this confirmed the price was ripe for its recent correction FT www.ft.com/content/d6c0... #Gold #Markets #RSI

🇺🇸 Tesla chair warns Musk could quit if shareholders reject $1tn pay deal 🚗 'Robyn Denholm urges investors to support billionaire chief’s package ahead of crucial November 6 vote' FT www.ft.com/content/81fe... #Musk #Tesla #ElonMusk

Lovely, informative column by @edwinheathcote.bsky.social, the FT’s architecture critic, on Trump’s demolition of the White House’s East Wing FT www.ft.com/content/8564...

🇺🇸 Beyond Meat shares surge 🚀 Shares in the shorted maker of plant-based burgers and sausages have leapt since Friday, echoing the meme stock mania of 2021 BYND is currently the top trending ticker on Stocktwits #BYND #BeyondMeat

🇺🇸 Netflix shares down more than 6% in after-hours trading Streamer reported an operating margin of 28%, below guidance of 31.5%, owing to a $619mn expense from a dispute with Brazilian tax authorities FT www.ft.com/content/3fba...

French police have released CCTV of the suspect in the Louvre robbery

🇺🇦 🇺🇸 Trump urged Zelenskyy to accept Putin’s terms or be ‘destroyed’ by Russia "US president tossed aside maps of Ukraine frontline in volatile White House meeting" FT www.ft.com/content/7960...

'The motto in markets right now is “shut up and take my money”, as the fear of missing out seeps into almost every major asset class. Nowhere is that clearer than in corporate bonds.’ www.ft.com/content/bf28...

Asked whether the FT’s calculations on his family’s profits were broadly accurate, Eric Trump said the true figure was “probably more”. www.ft.com/content/2ea2...

🇺🇸 In lieu of today’s postponed US CPI release (now due Oct 24), here’s a look at what’s happened to US imported and domestic prices since Trump’s tariff announcements Tariffs reversed moderating retail prices 📊 H/T: “Tracking the Short-Run Price Impact of US Tariffs” 🔗 www.hbs.edu/faculty/Page...

“I thought it was important to have something that physically exists, something you can actually hold in your hands" We dig into one of the markets stories of the year: gold mania www.ft.com/content/3401... Story by me, Leslie Hook, Harry Dempsey, data visualisation by @raydouglas.bsky.social

🇺🇸 OpenAI extends chip spending spree with multibillion-dollar Broadcom deal Deal could cost up to $500bn on top of start-up’s $1tn pledge for semiconductors and data centres Yet another circular AI deal... FT www.ft.com/content/bdaf...

🇺🇸 Broadcom up more than 12% pre-market OPENAI AND BROADCOM FORGE MULTIBILLION-DOLLAR CHIP DEVELOPMENT DEAL

🇺🇸 Cutting staff from the Centers for Disease Control & Prevention in the middle of a public health crisis? 🤔 More than 1,000 CDC workers got layoff notices, just as the US faces its worst measles outbreak in decades. Some notices are now called ‘errors’ WaPo www.washingtonpost.com/health/2025/...

🇳🇴 Nobel Institute probes leak of peace prize winner’s name The Nobel committee is supposedly super secret, a bastion of confidentiality and yet... 🤔 FT www.ft.com/content/afc7...

🇺🇸 US stocks fall after Trump threatens ‘massive’ tariffs on China President signals he may cancel planned meeting with Xi Jinping over critical minerals dispute FT www.ft.com/content/328e...

🇪🇺 🇺🇸 US demands EU dismantle green regulations in threat to trade deal Washington wants American companies to be exempted from rules such as having to draw up climate transition plans FT www.ft.com/content/678f...

🇪🇺 Pressure mounts on Belgium to unlock Russia’s frozen assets for Ukraine, reports @henryjfoy.ft.com Brussels holds €190bn via Euroclear, but PM Bart De Wever wants other EU countries to share the legal and financial risk of turning €140bn into a "reparations loan" FT www.ft.com/content/6c2d...

🇪🇺 🇺🇸 Trump administration issues new "maximalist" demands for EU trade deal, reports @albertonardelli.bsky.social "EU officials view the requests as maximalist and the concessions as significant... " Bloomberg www.bloomberg.com/news/article...

🔶 Gold price tops $4,000 for first time 🔶 The precious metal has soared more than 50% this year, driven by central banks buying bullion to diversify away from the dollar, as well as by investors who see gold as a hedge against inflation and widespread uncertainty FT www.ft.com/content/ed7f...

🇺🇸 AMD soars on OpenAI deal Chipmaker AMD surged after signing a deal with OpenAI for infrastructure that could generate billions of dollars in new revenue Deal comes just a fortnight after AMD’s rival, Nvidia, announced plans to invest $100bn in OpenAI FT www.ft.com/content/bfaf...

Comes after stellar run this year (cf chart by @raydouglas.bsky.social) and as people start to worry that inflating-away-our-massive-debts is the gameplan. ETF flows have jumped and bankers say they are receiving a surge in calls from people wanting to take an allocation www.ft.com/content/54dc...

The AI capex endgame is approaching - the always excellent @ianrharnett.bsky.social here on the AI bubble and how it is likely to burst. This chart from @raydouglas.bsky.social in the column underlines the risks www.ft.com/content/c7b9...

🇺🇸 Trust in US media hits historic lows, across the political spectrum ◉ Just 8% of Republicans say they trust the media ◉ Only 27% of Independents agree ◉ Even among Democrats, trust has slipped to a narrow majority (51%) #MediaTrust #Gallup #USPolitics

🇺🇸 US private sector sheds 32,000 jobs, according to ADP, confounding expectations for a gain of 50,000 It’s the sharpest drop since March 2023 With Friday’s nonfarm payrolls postponed, this is the clearest signal we’ve got on the state of the US labour market FT www.ft.com/content/c86e...

Not sure many people would have expected this amid trade wars etc - emerging markets are having one of their strongest years since 2010. Column here from Oliver Harvey of Deutsche Bank. Graph by @raydouglas.bsky.social www.ft.com/content/359c...

Misleading X video post: 6 million views Fact-checked rebuttal from West Midlands Police: 574,000 views

Opinion: In the Trump 2.0 era in financial markets, the dollar is taking the strain. The stock rally is masking deep anxiety from investors about the path forward for the world’s biggest economy. on.ft.com/4pubDza

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...

🇺🇸 Bessent argued that allegations of mortgage fraud against Cook warranted scrutiny and suggested she should resign if they prove true: September 2025 www.bloomberg.com/news/article...

Good grief ...

🇺🇸 US consumer sentiment dropped more than expected in September, with the decline led by Republicans and Independents Sentiment among Democrats remained low but stable #ConsumerSentiment #USPolitics #Economy

🧽🇬🇧 Blame lies squarely with Fairy Liquid’s iconic “Hands That Do Dishes” campaign, where the suds were often depicted as leaving dishes clean and "soft as your face"...

🚗 Tesla’s US market share drops below 40% for the first time since 2017 🚙 Musk's company accounted for just 38% of US EV sales in August, according to Cox estimates, down from more than 80% at its peak #EVs #Tesla #AutoMarket

🇺🇸 Black US unemployment nears four-year high The overall jobless rate increased to 4.3% in August, from 4.2% the previous month, with unemployment for Black Americans climbing to 7.5%, its highest level since October 2021 The jobless rate for Hispanic workers also rose to a 10-month high of 5.3%

🇺🇸 Hiring stalls as US economy adds just 22,000 Jobs in August The government also revised its numbers from earlier in the summer, saying the economy lost a net 13,000 jobs in June. It was the first such decline since December 2020 FT www.ft.com/content/1589...

🇺🇸 🇷🇺 US to cut some security funds for European countries bordering Russia FT www.ft.com/content/0157...

⚽ Summer spending by England’s Premier League clubs hits record €3.5bn ⚽ Fewer clubs were under scrutiny for breaches of profit and sustainability rules rules, partly owing to asset sales and longer player contracts, report Samuel Agini and Dan Clark FT www.ft.com/content/bf62...

🇺🇸 Staggering partisan divide 🇺🇸 76% of Republicans say they’re satisfied with the direction of the US; less than 1% of Democrats feel the same Gallup calls it the widest gap ever recorded on this question. Astonishing polarisation 👇

The UK's very long-term borrowing costs are uncomfortably high. But yield curves are steepening everywhere, and gilts-specific concerns are not quite as sharp as in January. A mix of supply-demand dynamics and political risks explain why long yields are elevated 📈 www.ft.com/content/372c...

🚗 Tesla’s European sales fall for seventh consecutive month 🚙 Musk’s group sold just 8,837 cars in July -- down 40% year-on-year -- despite a 33.6% jump in overall EV sales across the region, according to data from the European Automobile Manufacturers’ Association