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le spread is un peu worrying www.ft.com/content/7820...

“People forget how bids ... can disappear in times of crisis" France has been the worst-hit G7 bond market in the Iran sell-off, as the fiscal hit mixes with rising political risks. As an election looms, asset management giant Vanguard says the worst may not be over as.ft.com/r/14e2137e-a...

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Ian Smith @iankmsmith.ft.com · 29/09/2026

...and a well-timed debt auction reminds of the stakes www.ft.com/content/6481...?

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Ian Smith @iankmsmith.ft.com · 29/09/2026

Gilts are having a (relatively) good September, and some investors like what they are hearing from the conf so far... Signalling an end to the triple lock would "send a strong message about being willing to make politically difficult choices", one bond investor told me www.ft.com/content/6481...

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Ian Smith @iankmsmith.ft.com · 28/09/2026

Watch the chancellor addressing the Labour conference on the FT live blog www.ft.com/content/7761...

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Ian Smith @iankmsmith.ft.com · 28/09/2026

a must-read Big Read today from colleagues on Big Tech's big debt binge. www.ft.com/content/00f9... By Euan Healy, @emilydherbert.bsky.social, Michelle Chan

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Ian Smith @iankmsmith.ft.com · 26/09/2026

Today’s international front page The world’s biggest economy is melting its bond market as.ft.com/r/d29b422d-6...

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Ian Smith @iankmsmith.ft.com · 25/09/2026

blast from the past www.ft.com/content/e4f6...

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Ian Smith @iankmsmith.ft.com · 24/09/2026

slightly worry one might float away

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Ian Smith @iankmsmith.ft.com · 24/09/2026

Today's UK front page is on the Q of the government's "headroom" against its borrowing limits. This has been eroded for reasons outside the chancellor's control, as the Iran war pushes up global yields. But he faces a question over whether or not to try and build it back close to Reeves' £23.6bn

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Ian Smith @iankmsmith.ft.com · 23/09/2026

le squeeze... OECD warns on rising debt-servicing costs www.ft.com/content/6c13...

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Ian Smith @iankmsmith.ft.com · 21/09/2026

The % of Bills in the overall debt pile is heading towards a quarter in coming years on some Wall St estimates, above an official target and high vs recent history. Analysts say the US is risking a “larger and more volatile” interest bill by issuing so much short-term debt

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Ian Smith @iankmsmith.ft.com · 18/09/2026

as is @tobyn.bsky.social for FT Alphaville from yesterday www.ft.com/content/46e2...

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Ian Smith @iankmsmith.ft.com · 18/09/2026

Today's UK edition leads on what was a big day for the Bank of England as it overhauled its balance sheet, curbed long-dated gilts sales in the process, and gave its starkest warning yet on inflation. Read our story here for the ins and outs www.ft.com/content/44bc...

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Ian Smith @iankmsmith.ft.com · 17/09/2026

in case you missed it, Fed rate rise and presser greeted with stronger dollar and flatter curve Story: Donald Trump fails to bend the Federal Reserve to his will www.ft.com/content/fb8e... As it happened blog: www.ft.com/content/61b5...

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Ian Smith @iankmsmith.ft.com · 17/09/2026

it's a brand I guess www.nytimes.com/2026/09/16/u...

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Ian Smith @iankmsmith.ft.com · 16/09/2026

Feels like the right question. But BoE rate rise expectations have shifted back a bit today... www.ft.com/content/bf02...

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Ian Smith @iankmsmith.ft.com · 16/09/2026

this reminded me of when a taxi driver in Tehran once told me that there was a secret tunnel from the British Embassy to government buildings, as the UK was really running the show

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Ian Smith @iankmsmith.ft.com · 15/09/2026

On tomorrow's international FT front page

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Ian Smith @iankmsmith.ft.com · 14/09/2026

which would beg the question of what to do with the rump of gilts. Cf this from July with @darama1.bsky.social www.ft.com/content/8e5b...

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Ian Smith @iankmsmith.ft.com · 11/09/2026

Big investors say the signalling around the modest buybacks move "shows some nervousness" on the part of the US government, which is perhaps not what you want to convey www.ft.com/content/dd4c...

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Ian Smith @iankmsmith.ft.com · 10/09/2026

“Bonds are facing a double whammy — oil prices are creeping higher, while US buybacks and growing credibility risks are pushing term premia higher" www.ft.com/content/49e8... 😬 chart by @raydouglas.bsky.social

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Ian Smith @iankmsmith.ft.com · 10/09/2026

$105 oil and broader inflation worries pushing bonds to new worrying levels le spread is widest since 2012 www.ft.com/content/083a...

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Ian Smith @iankmsmith.ft.com · 10/09/2026

do your job www.ft.com/content/083a...

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Ian Smith @iankmsmith.ft.com · 10/09/2026

stick it on the tab i guess

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Ian Smith @iankmsmith.ft.com · 10/09/2026

Everything is fine and there is no need to worry... (Yields continue to move inversely to prices) Lovely backdrop to ECB day. Follow along on our live blog www.ft.com/content/083a...

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Ian Smith @iankmsmith.ft.com · 08/09/2026

Our Big Read today is on the $2tn monster — a debt-servicing burden that gobbles up tax revenues and has the power to overwhelm elected leaders. “These massive sovereign debts are having to get refinanced at ever-increasing rates ... Global investors are already starting to get scared.”