See also Very Short Introduction series.
06.03.2026 15:57
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See also Very Short Introduction series.
🚨 Much data. So viz.
www.ft.com/content/8cb9...
Do you have a take on Lily Allen cello karaoke?
5yr gilt yields up 50bps over the week. Not nothing.
The premium you're being paid in private credit to lend over the past 10yrs has shrunk as median creditworthiness has deteriorated:
New issue spreads.
Private credit doesn’t trade. This data is for new loans gathered by Kroll (pc valuation agent). It’s a new data source. Got to have a play with it. 😊
How do spreads on US 1st lien private credit loans compare to spreads for HY tech bonds?
The lines have crossed.
🚨 Private credit loan spreads are tiiiight www.ft.com/content/d49d...
Not surprised to see Cornwall leading. But moderately surprised that London isn't up there too. Maybe because it's home to a lot of economic migrants from the rest of the UK who class themselves as transitory residents?
Life achievement unlocked
Sort of interesting that Chris’s chart showing a downward debt trajectory for the UK has annoyed a number of people on LinkedIn.
Simply amazing stuff here.
Astonishing chart from @chrisgiles.ft.com showing what happens to the path of UK govt debt if income tax thresholds rise with prices rather than wages.
I've been following UK econ forever, but seem I've not been paying attn, as this was news to me.
www.ft.com/content/0b2b...
🚨 Quick post taking the measure of inflation expectations in fixed income markets www.ft.com/content/ed52...
Another good BDC piece from @ericgplatt.ft.com www.ft.com/content/3468...
Old tweet from Joe Weisenthal to Paul McNamara with the message "trolling doesn't work if it's too forced"
Heard that Melania is getting ready to be the first presidential spouse chairing UN Security Council on BBC News.
apnews.com/article/un-m...
🚨 Wrap up of some of the Street's first thoughts www.ft.com/content/374a...
huh - have been using option 2
Incredible. Kalshi is not paying out "Khamenei out of power by [date]" contracts because he died.
Being able to sum up 5.5mins of his replies in a six word précis is pretty brutal.
On which @soumayakeynes.ft.com *repeatedly* presses on Spanish Ec Min Cuerpo the qn “But what would you DO?!?” as a European policymaker wishing to emulate Spain’s recent economic success.
podcasts.apple.com/gb/podcast/t...
Absorbing long read on Pavel Durov & Telegram - recommend. www.ft.com/content/26c1...
If you haven’t read it, Hillary Clinton’s opening statement is powerful stuff.
open.substack.com/pub/borowitz...
Thought this was branding/ logo. No — it's charts of cumulative total returns from private credit 😬
Proposed index changes from Nasdaq look like a way to suck money out of index funds & inflate valns of low free-float tech stocks.
Given the weight of money in passive, really important stuff from @thekrazykobra.bsky.social on @alphaville.ft.com
www.ft.com/content/cdf3...
New York is suing Valve — the weird, cultish and wildly profitable gaming company, and @louisashworth.bsky.social is ON IT. www.ft.com/content/b146...
Cool dataviz from NYT on Trump tariffs www.nytimes.com/interactive/...
🚨 Looking for reasons to be cheerful in corporate credit.
www.ft.com/content/20ff...