the big q: who is going to triumph, Timothée Chalamet’s Dylan or Jeremy Allen White’s Springsteen? 🍿

Emerging markets: we're so back Nice story from @jsphctrl.ft.com www.ft.com/content/fbf7...

Fire up your nerdiest group chat — the FT Alphaville Pub Quiz returns to London later this month. on.ft.com/47j6xxF

💶⚓️

icymi the market:

That productivity gain in full www.ft.com/content/934c...

💵🏝️https://www.wsj.com/finance/why-insurers-are-taking-your-money-to-the-cayman-islands-dc0bbf5c

The bad news for countries with elevated borrowing costs 👀 is that Japan's long-dated yields continue to drag everyone higher on this www.ft.com/content/5eea...

As a Kent resident, it's really exciting to live through this local governance revolution www.ft.com/content/277c...

“Clearly it is the right time for us to IPO and of course London is our home market" LSE folks: 🥲 www.ft.com/content/5625...

French stocks fell on this, and the extra government borrowing costs France pays compared with Germany – a closely followed measure of market anxiety – reached close to its widest since 2012

It's not just central banks buying gold... ‘Gold-plated Fomo’ powers bullion’s record-breaking rally, as investors pile in www.ft.com/content/54dc...

NEW: The BBC has apologised for airing a false claim about Tony Blair's son's company being awarded a government contract to produce the new digital ID scheme

Pink Floyd's 'Wish You Were Here' hit #1 on the UK albums chart 50 years ago on October 4, 1975 | Listen to the album + discover where it ranks in our readers' poll here: album.ink/PinkFloydpoll

Have I got fake news for you

so true

Chanos: "I suspect we’re going to see more of these things ... when the cycle ultimately reverses ... particularly as private credit has put another layer between the actual lenders and the borrowers.” Via @bondhack.ft.com (smashing it as ever on this wider story) + Harriet Agnew on.ft.com/46zxKgb

Sobering story on.ft.com/4olU4jF

Are YOU a bright markets reporter in London who would like to make ME look clever? Well... Wisely or otherwise, I'm joining up with @robarmstrong.bsky.social on the Unhedged newsletter and I'm looking for someone with bright ideas and data skills. Job ad: job-boards.eu.greenhouse.io/financialtim...

Today we have an FT Special Report, Investing in Japan, led by Tokyo colleagues at an interesting time for its economy + markets www.ft.com/reports/inve...

UK in full: World-beating FX trading World/Europe-beating ⚽🏉 World-beating inflation

ICYMI: Currency markets have gone honeybadger on.ft.com/3Kn4noT

UK rate-setters speak on the country's inflation problem, Dephine Strauss reports. Including remarks from my interview with Catherine Mann at our FT conf today www.ft.com/content/1ea3...

the otc fx market is increasingly and ridiculously big, something to be reckoned with in terms of how financial risks are transmitted globally. also, London remains the leading global hub www.ft.com/content/aa2c...

if you want to hear me explain what is going on with the euro in 4 minutes (while slightly hoarse) do listen to today's FT News Briefing 🎙️💶 here or wherever you 🎧 www.ft.com/content/2de1...

Reeves on tax: “Everyone can see in the last year the world has changed and we’re not immune to that change.” also, wants just one OBR forecast for one fiscal event www.ft.com/content/8600...

It's been quite the year for the euro. Wall St banks think it has higher to go, partly on hedging activity www.ft.com/content/5b17... Story from the weekend with @emilydherbert.bsky.social

Ryder Cup, World Cup, Liverpool lose. Great weekend

lovely end esp given what he was getting

Baffling stuff yesterday www.theguardian.com/sport/2025/s...

Magnifique

🌹🦁

Very much don't miss this from @robarmstrong.bsky.social on stock allocations www.ft.com/content/4f05...

49. textbook stuff here, nice work everyone @leeharris.ft.com on the weird and wonderful world of cyber insurance. as usual, even if you have it, you may not have it www.ft.com/content/84da...

“Being in hock” is literally the whole point of the bond market. I mean you can try borrowing from someone else but really doubt you’ll like it.

“We’ve got to get beyond this thing of being in hock to the bond markets.” need to bookmark that one www.ft.com/content/7b4a...

Interesting: Gupta frees up some cash Story via Julie Steinberg, @bondhack.ft.com, Chloe Cornish www.ft.com/content/4ffa...

On this theme, a great column from @katie0martin.ft.com, where she talks to the CEO of one of these French companies whose borrowing costs fell below their government's: Axa's Thomas Buberl... “There is no safe haven any more today because you can blow up anywhere" www.ft.com/content/2ad5...

One interesting thing in markets has been expectations for UK interest rates staying stubbornly high versus peers Pimco's Andrew Balls told me he doesn't think the UK will be a "massive outlier" on inflation, and the BoE can cut faster than traders expect www.ft.com/content/94fd...

paracetamol: www.ft.com/content/81b0...

Pill speaks on that £100bn QT call

Ellie Kildunne. What an absolute superstar. The burst of pace is electric! #WRWC2025 #RWC2025 #WRUGBY #ENGLAND

Lemme be absolutely clear *every* H-1B visa employee at my (large cap) US firm was summoned back to the office from wherever they were in the world today for this crap. For some, it was utter panic. Appalling.

Kimchi mission creep is getting out of hand. No meal is safe. Something must be done 🙅🏻‍♂️

You may not have heard of BDCs — leveraged vehicles for US private credit — but they're big and are growing fast. Are they a systemic risk? What could go wrong? on.ft.com/46IV6zU

What can possibly go wrong?

This formation will never catch on

"It’s fair to say that you’ve never been paid less to take risk ... Every price seems to be indicating perfection." From small caps to credit, a remarkable rally in everything despite everything Story with @emilydherbert.bsky.social + @kateduguid.bsky.social www.ft.com/content/02b4...

NYT chief: “There is an anti-press playbook at this point"  www.ft.com/content/a2b3...

This. 1000 times this. It’s like we don’t count.