Ian Smith

Our analysis of gilts' wobbly week – Investors say it's not Truss 2.0, but the Budget has introduced a "fiscal risk premium" into gilts. Which could reduce the government's room for manoeuvre https://t.co/60OdX5kUnM with colleagues inc @HClarfelt

RT @FT: Just published: front page of the Financial Times, UK edition, Friday 1 November https://t.co/TFzwfW33D7 https://t.co/UmqcnkITIR

“Sometimes it’s a small door and we all try and run out that same door" How shifting economic data and an emerging "Trump trade" shook up Treasuries and rippled through global markets By @HClarfelt + me https://t.co/MLu88yzHNu

RT @Sam1Fleming: Rachel Reeves confirms change to UK fiscal rules to help fund £20bn investment https://t.co/OD45l6VF3I via @ft

The US dollar has rallied strongly this month, fuelled by stronger economic data and an emerging 'Trump trade' as former president's election odds narrow https://t.co/1chPMPDcL2

Priced for perfection? US credit spreads tighten dramatically. By @HClarfelt @double_you_ess + me https://t.co/ZvHWTr0Cxr

RT @IvanLevingston: The missing ingredient? Advent International prepares takeover bid for Tate & Lyle FT scoop from the team: https://…

"It seems that the US economy is once again defying gravity" Divergent US/eurozone economic fortunes play out in currency markets https://t.co/NjQuMbGDZX

France's proposed budget has not quelled bond market anxiety about its fiscal + political challenges https://t.co/miruIaS4q6 https://t.co/fsfteRIWQL

Must-read journalism

Tom Wilson @thomas_m_wilson

I spent 5 months investigating the role of a British accountant, a London broker and a Dubai-based British shipping magnate in at least 25 tankers bought for Lukoil’s Eiger Shipping, in an effort to lift the veil on Russia’s shadow fleet Hope you read it https://t.co/6gKzOsiF8S

RT @journosooz: SCOOP: Steel magnate Sanjeev Gupta prosecuted over failure to file accounts https://t.co/3rdV21Eiyf via @ft @BondHack

RT @EricGPlatt: Private credit lender HPS is in talks with asset managers to sell itself. It's also running an IPO process. But is it slow…

The market is "still lurching from one narrative to the other on an almost weekly basis" Volatility in the $27tn US Treasury market surges as investors adjust interest rates bets Latest by @jennhughes13 + me https://t.co/ldaJ6Pycno

“Rachel Reeves needs to walk a tightrope, otherwise the gilt market will limit her ability to deliver much of Labour’s agenda” The UK’s long-term borrowing costs ratchet up, investors anxious about path of fiscal policy. Today’s story with @Sam1Fleming https://t.co/X57VdrEBw6

"I am stunned by how quickly this storm has intensified" Read @MADarbyshire + @Alexandra7white on Hurricane Milton, on the heels of Hurricane Helene https://t.co/8uIq6fXNd0