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Kate Duguid

@kateduguid.bsky.social

828 Following2k Followers

I'm the US markets editor at the Financial Times

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@iankmsmith.ft.comOct 13, 2026, 2:05 PMReposted by @kateduguid.bsky.social

some big beasts of the bond market say there is value in US government bonds at these elevated yield levels 📈...
www.ft.com/content/6fa7...
via Harriet Clarfelt + @kateduguid.bsky.social

@conorsen.bsky.socialOct 9, 2026, 3:33 PMReposted by @kateduguid.bsky.social

That's really the whole ballgame.

JJesse Felder@jessefelder.comOct 9, 2026, 2:34 PM

‘Median wealth for a family in the top 10% of earners increased 31%, while wealth decreased for the bottom 40% of earners.’ www.wsj.com/economy/affl...

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@kateduguid.bsky.socialOct 9, 2026, 3:35 PM

This is how the U.S. is choosing to treat vulnerable children

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@kateduguid.bsky.socialOct 9, 2026, 3:35 PM

I missed this story when it first came out www.cnn.com/2026/09/28/p...

@kateduguid.bsky.socialOct 8, 2026, 4:53 PM

Nasdaq 100 tanking on George and Stephen's scoop www.ft.com/content/b66a...

@kateduguid.bsky.socialOct 7, 2026, 8:59 PM

the FT cares about working conditions www.ft.com/content/6843...

@kateduguid.bsky.socialSep 30, 2026, 9:40 PM

I managed to not use “convexity hedging“ once www.ft.com/content/39de...

@kateduguid.bsky.socialSep 26, 2026, 1:24 AM

that’s nice ty

@kateduguid.bsky.socialSep 23, 2026, 2:54 PM

expectations by dec 27 begin to dip, though not yet enough to suggest cuts/policy error

@kateduguid.bsky.socialSep 23, 2026, 2:54 PM

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

@kateduguid.bsky.socialSep 20, 2026, 1:20 PM

““Our rights are cut off,” said a dissenting prince, who requested anonymity for fear of reprisals. “Just because we’re princes, it doesn’t mean we don’t have basic rights.”” www.ft.com/content/6fd9...

@kateduguid.bsky.socialSep 18, 2026, 4:17 PM

I think this guy is just not reading the right pubs? www.thenation.com/article/poli...

@kateduguid.bsky.socialSep 17, 2026, 12:54 PM

a legend making a legendary move

@ljkawa.bsky.socialSep 17, 2026, 12:35 PMReposted by @kateduguid.bsky.social

JPMorgan’s commodities team: “For the first time since the start of the Iran conflict, we don’t have a baseline view. We simply don’t know how to model the endgame.”

@jwherrman.bsky.socialAug 28, 2026, 8:34 PMReposted by @kateduguid.bsky.social

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 — and X in particular — could be producing some underrated distortions, blind spots, etc. And there's no higher shared context in which to process those risks!

@jwherrman.bsky.socialSep 16, 2026, 1:54 PMReposted by @kateduguid.bsky.social

A New York Post cover with pictures of METR staff calling them the "Woke Wizards of AI"
@jwherrman.bsky.socialSep 14, 2026, 1:55 PMReposted by @kateduguid.bsky.social

Registering my prediction that decades of rationalist AI discourse will not simply Scale Up nymag.com/intelligence...

AI-world rationalists are nothing if not concerned about rhetoric, of course, and have been practicing for many years on one another. Over the weekend, Dario Amodei, Anthropics CEO and co-founder, made an additional appeal for "pacing" AI progress, promising to embed third-party evaluators in his company with
"employee-like" access, calling once again for
"democratic countries" to "coordinate to establish common safety standards," and advising the United States and other democratic governments to "attempt to coordinate with authoritarian governments, to the extent this is possible." Altman and Musk — alongside numerous company employees and outside Al-safety advocates — offered their support for Amodei's post on X in an unusual moment of consensus within the commercially competitive, ideologically disunited, but nonetheless insular world of AI. But they, and we, shouldn't assume that if worries about catastrophic artificial-intelligence tail risks become a fixture in our politics, we'll simply see long-running intra-AI debates about safety, acceleration, and alignment blown up to the scale of the electorate. Instead of a rationalist discourse writ large, we may expect something polarized to new and distinct extremes with unpredictable input from a wide range of people who don't share, for example, the premise that the creation of dangerously powerful runaway Al is inevitable, much less necessary or perhaps even possible — a different sort of fast-moving scenario, more familiar and human, over which Al insiders' sense of control will be brief or illusory.In the data-center backlash, we have early evidence of the intense and not entirely coherent energies that can result from people being told something is inevitable.
And while there's a scramble among various politicians to draft state and federal AI bills around technical approaches such as model training, testing; deployment, and export, the only political rhetoric that has confronted AI predictions in their fullness — as existential risks, as producing conscious beings deserving of status, as systems that could upend the world as we know it - has been, to use one of the great euphemisms of our time, fairly populist. On the left, Bernie Sanders is interviewing doomers and took the Hugging Face incident and the industry's own rhetoric as a chance to offer a simple response: Okay, then, fucking stop!
@kateduguid.bsky.socialSep 16, 2026, 5:01 PM

good piece. this seems right to me nymag.com/intelligence...

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@kateduguid.bsky.socialSep 16, 2026, 4:51 PM

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

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@kateduguid.bsky.socialSep 16, 2026, 3:15 AM

I’m 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...

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