some big beasts of the bond market say there is value in US government bonds at these elevated yield levels đ...
www.ft.com/content/6fa7...
via Harriet Clarfelt + @kateduguid.bsky.social
Kate Duguid
@kateduguid.bsky.social
I'm the US markets editor at the Financial Times
That's really the whole ballgame.
This is how the U.S. is choosing to treat vulnerable children
I missed this story when it first came out www.cnn.com/2026/09/28/p...
Nasdaq 100 tanking on George and Stephen's scoop www.ft.com/content/b66a...
the FT cares about working conditions www.ft.com/content/6843...
I managed to not use âconvexity hedgingâ once www.ft.com/content/39de...
thatâs nice ty
expectations by dec 27 begin to dip, though not yet enough to suggest cuts/policy error
fed futures have 72 pct chance of a hike in Oct (fully priced by Dec), then a second by March and a third by June
ââOur rights are cut off,â said a dissenting prince, who requested anonymity for fear of reprisals. âJust because weâre princes, it doesnât mean we donât have basic rights.ââ www.ft.com/content/6fd9...
I think this guy is just not reading the right pubs? www.thenation.com/article/poli...
a legend making a legendary move
JPMorganâs commodities team: âFor the first time since the start of the Iran conflict, we donât have a baseline view. We simply donât know how to model the endgame.â
Maybe this doesn't matter in the long run, but I think the risks of The One Industry narrating its own story on a single social network â and X in particular â could be producing some underrated distortions, blind spots, etc. And there's no higher shared context in which to process those risks!
Registering my prediction that decades of rationalist AI discourse will not simply Scale Up nymag.com/intelligence...
good piece. this seems right to me nymag.com/intelligence...
seems like there should be a way for someone to exploit the 4 percentage point difference in odds on a hike today between futures market and Kalshi, but I'm failing to imagine what that would be
Iâm a sucker for any piece about money feelings (and envy) but not sure this goes anywhere exactly. Still well worth a read www.newyorker.com/news/the-wee...
