Ian Smith

a man is standing in front of a window and says just when i thought i was out they pull me back in ALT: a man is standing in front of a window and says just when i thought i was out they pull me back in

maybe more

a man in a suit and tie stands in a dark room ALT: a man in a suit and tie stands in a dark room

The gilt market
www.ft.com/content/8a7d...

small mercies i guess

The rates market deeply dislikes $90 oil

great chart by @raydouglas.bsky.social

Global bonds slump as Iran war upsets rate-cut bets
www.ft.com/content/d0b4...

oh boy this sell-off ate weak payrolls for breakfast

you had to say it

10y gilts up 10bp today, 40bp this week

the post-Sep gilts rally:

The billionaire ‘buccaneer’ braving the Strait of Hormuz George Prokopiou’s Dynacom is one of the few legal operators willing to sail to and from the Gulf

The billionaire ‘buccaneer’ braving the Strait of Hormuz - report by @jamie-john.ft.com Malcolm Moore and @nassosstylianou.bsky.social. Shipping is such an interesting business www.ft.com/content/dd34...

further fun Qs: can US jobs make it worse/better? will i be able to afford my remortgage this year?

Global bonds slump as Iran war upsets rate-cut bets Debt markets head for worst week in more than a year after energy price surge sparks inflation fears

Bond markets slump to worse week in a while, as rate cut bets confounded

“This isn’t yet a panic, it’s an unwind"

A painful one, esp for the UK

Story with @emilydherbert.bsky.social @kateduguid.bsky.social @rachel-rees.bsky.social viz by @raydouglas.bsky.social
www.ft.com/content/d0b4...

Gilts are taking what market technicians call a shin-kicking

On course for worst week since 2022 as rate cut hopes evaporate

"Gilts are suffering as the UK is seen as too prone to inflation, still," says one economist
www.ft.com/content/95d8...

do quite enjoy this:

please stop offering free insurance Mr President

Exclusive: Trump says he must be involved in picking Iran's next leader "Khamenei's son is unacceptable to me. We want someone that will bring harmony and peace to Iran."

"I have to be involved in the appointment"

DJT brushing up on his velayat-e faqih
www.axios.com/2026/03/05/i...

Middle East war: Azerbaijan struck by Iranian drone attack Israel hits Iran and Lebanon on sixth day of conflict

BlackRock says clients are sticking to their bets on European and EM equities despite them running into trouble this week

“Clients are saying they want to take risk in equities, they are still deploying"
www.ft.com/content/923c...

but the US president said he'd insure you?
www.ft.com/content/923c...

Middle East war: War widens as Azerbaijan struck by Iranian drone attack Israel hits Iran and Lebanon on sixth day of conflict

The government bond market is looking a little uglier again

“It is not so easy to stop a war,” one CIO told me and @emilydherbert.bsky.social, having increased their US inflation forecast due to the conflict

Latest on the live blog
www.ft.com/content/923c...

It is one of those moments where people realise that nothing important happens without the insurance sector

So how about signing up for our Global Insurance Summit in June to hear from top execs, our ace correspondent @leeharris.ft.com (much better than the old guy) and others insurance.live.ft.com

The 15% is going down like a cup of cold sick

US submarine sinks Iranian warship in Indian Ocean [FREE TO READ] Attack on frigate off southern coast of Sri Lanka fuels fears Iran war extending beyond Middle East

The Belgrano moment

I’m sure there’ll be as much debate

as.ft.com/r/16c69666-0...

I have also come across this view in my personal focus group. apparently there’s a funny mumsnet post on this too

Great insurance story from @leeharris.ft.com @jamie-john.ft.com + Malcolm Moore
www.ft.com/content/865d...

Corporate governance and AI lifting South Korean stocks?

Dollar to hit fresh lows and equity investors shunning US?

Iran tumult blows a hole through 2026's in-vogue trades

Nice piece by @emilydherbert.bsky.social chart by @raydouglas.bsky.social
www.ft.com/content/2c65...

did you find one?

yessir

South Korean stocks hit hardest by Iran war as market plunges 12% Kospi index suffers worst one-day drop as conflict rocks Asian markets

interesting markets stories out of Asia-Pacific

Kospi takes a dive
www.ft.com/content/bab4...

Yen goes missing
www.ft.com/content/1341...

Middle East conflict: Israel vows to kill next Iranian leader Spain’s prime minister brands war ‘disaster’ in defiant response to Donald Trump’s criticism

The Middle East chaos continues, 1,000 killed in Iran says Tasnim news agency. But market volatility, outside Asia-Pacific stocks, has calmed
www.ft.com/content/9a9b...

LDN

Kevin Warsh’s desire to shrink Fed’s balance sheet sets up clash with Trump, say investors Long-term yields ticked up after president nominated former governor to lead US central bank

if interesting, we wrote about this tension back at the time of Warsh's nomination
www.ft.com/content/0d6c...