Duncan Weldon @duncanweldon.bsky.social · 9hWhat even is the point of doing a perfect tricky bit of parallel parking if the only person in the car with you is a child who can’t drive and won’t praise it? 11741
Duncan Weldon @duncanweldon.bsky.social · 11hThe problem is that these vary from really quite minor to outrageous. www.bbc.co.uk/sport/cricke...bbc.co.ukTest cricket's biggest scandals: Rank BBC Sport's top 10As memories of sandpapergate are rekindled by Australia's upcoming tour of South Africa, rank the biggest scandals in Test cricket's history. 454
Duncan Weldon @duncanweldon.bsky.social · 11hThe actually refreshing bit about the Burnham speech is that he seems up for an argument, making a case and trying to convince people of something. Even acknowledged that trade-offs are a thing. 319519
Duncan Weldon @duncanweldon.bsky.social · 14hDrop the triple lock/create a national care service is a proper policy offer. But I am slightly confused about setting out a manifesto for 2028/29 in late 2026 with years of governing still to go. 14869
Duncan Weldon @duncanweldon.bsky.social · 16hThinking back to the post-Venezuela, Greenland sabre-rattling when we were told about the Donroe doctrine and how the US would now concentrate on the Western hemisphere. Feels a very long time ago. Given that whole seven months and counting war in the Middle East thing. 1260
Duncan Weldon @duncanweldon.bsky.social · 17hGlad I decided to try and find out if El Niño would make for a colder or a warmer British winter. 12745
Duncan Weldon @duncanweldon.bsky.social · 17hI’m actually not against commissions/reviews as a tool of policy. But they work much better as a way of building consensus around difficult issues than they do at actually finding novel solutions. 1170
Duncan Weldon @duncanweldon.bsky.social · 19hIf you are going to end the triple lock, you’re better off just ending it. Talking about a process of maybe ending it in the next Parliament, following some sort of review, feels like a way of minimising the fiscal saving while maximising the political pain. 914920
Duncan Weldon @duncanweldon.bsky.social · 21hMaybe I’m a Luddite on these things. But I’m always quite cautious about any financing structure that involves multiple hard to read circular flow charts. www.ft.com/content/d6a9... Nvidia turns to insurers to spread the risk of AI build-outft.comNvidia turns to insurers to spread the risk of AI build-outWorld’s largest listed company looks for new ways to draw Wall Street deeper into the financing of the AI boom 55310
Reposted by Duncan WeldonLee Savage @leesavage.bsky.social · 21hAI is a complementary technology. It's going to take a few years for employers to fully grasp this as they try to replace workers with LLMs, but they'll get there eventually 3479
Duncan Weldon @duncanweldon.bsky.social · 28/09/2026Could be a diesel export ban. Could be renaming another lake. You never know. 108514
Reposted by Duncan WeldonDavid Bent @davidbent.bsky.social · 28/09/2026"As an...economic historian...I know that “anything that can be mass-produced will fall in price dramatically when it is mass produced”....And yet I forgot it." @timleunig.bsky.social on battery prices & path to Net Zero. So. Many. People. Make. This. Mistake. timleunig.substack.com/p/i-was-wrongtimleunig.substack.comI was wrongAnd what I learned from it. 22312
Reposted by Duncan WeldonKatie Martin @katie0martin.ft.com · 28/09/2026really nice FT Big Read today on the biggest shake-up in financial markets that not enough people know about: www.ft.com/content/00f9...ft.comAI hyperscalers are transforming debtThe sector’s huge capital needs are forcing companies and countries to rethink how they borrow money 44412
Reposted by Duncan WeldonStephen Bush @stephenkb.bsky.social · 28/09/2026This one raises a fascinating philosophical question: if you list your flat for £200k more than it is worth, have you really listed it, or are you just posting pictures of your home's interior online? 2033938
Reposted by Duncan WeldonGiles Wilkes @gilesyb.bsky.social · 28/09/2026'Where a typical industrial product might have a few dozen suppliers, an ASML EUV has more than 100,000 parts provided by 200 principal suppliers and 2,000 companies overall." giftarticle.ft.com/giftarticle/... Industrial strategy so much harder than monetary policy, Exhibit LXIBgiftarticle.ft.comASML chief: ‘There is only one company making those machines’Christophe Fouquet has built Europe’s biggest business through a total monopoly over the most advanced chipmaking equipment 31311
Reposted by Duncan WeldonLeft Outside @leftoutside.bsky.social · 28/09/2026Last decade has also seen a lot of oppression-biased technological change. 2196
Duncan Weldon @duncanweldon.bsky.social · 27/09/2026Ah. The unexpected uber/over running engineering works stage of getting to the cricket on a Sunday. Love the train system. 0110
Duncan Weldon @duncanweldon.bsky.social · 26/09/2026Good. www.theguardian.com/politics/202...theguardian.comAndy Burnham announces new homes scheme for first-time buyersExclusive: Policy initiative for England will help more young people on to property ladder, prime minister tells Guardian 2171
Duncan Weldon @duncanweldon.bsky.social · 26/09/2026Another datapoint in my continuing campaign: people should have hobbies. 1443
Reposted by Duncan WeldonDaniel Knowles @dlknowles.bsky.social · 26/09/2026Some unintended consequences I suspect the rise of AI agents will create: 1. Restaurants that only take reservations by hand written letter, or more likely, don't take them at all. 2. Gigs where you can only buy tickets in person. 3. Businesses that operate without websites. 67929154
Reposted by Duncan WeldonKatie Martin @katie0martin.ft.com · 26/09/2026This shitshow in bonds is the perfect environment for an accident. Fun! Me, 300 free clicks Bond ructions point to new danger zone in markets - as.ft.com/r/95199679-b...as.ft.comBond ructions point to new danger zone in marketsSell-offs of this scale and speed have the potential to light fires in other parts of the financial system 611224
Reposted by Duncan WeldonHetan Shah @hetanshah.bsky.social · 25/09/2026Wow I’ve never seen this photo before. The two figures from American Gothic (who turn out to be the family dentist and the artist’s sister!) www.ft.com/content/6015... 823668
Duncan Weldon @duncanweldon.bsky.social · 25/09/2026Once again, I am reminding people that I did not write the list. And also noting that it is ok for people to like different things. And watching very little TV is fine. And watching a lot of TV is also fine. It’s all fine. 10894
Reposted by Duncan WeldonIsaiah Bishop @isaiahbishop.bsky.social · 25/09/2026I would treat this as credible. but remember all the detail issues this ran into last timealjazeera.comIran pitches seven-day roadmap to end conflict with USTehran seeks rapid implementation failed ceasefire deal, offering to open Hormuz if regional conflicts halted. 3336
Duncan Weldon @duncanweldon.bsky.social · 25/09/2026Please do not be angry with me about the list. I did not write the list. 3281
Duncan Weldon @duncanweldon.bsky.social · 25/09/2026I’ve seen 64 of the NYT’s best 100 TV shows of the 21st century. And don’t really disagree with the inclusion of any of those. That’s a good hit rate. 6910810
Duncan Weldon @duncanweldon.bsky.social · 25/09/2026Lots of good pieces on the ONS productivity stuff over the last week. But I think the really big takeaway is that we should all (including me) be more questioning of the quality of the data when a country is a huge global outlier and there is no obvious reason why it should be. 5403
Reposted by Duncan WeldonRhymer Rigby @rhymerrigby.bsky.social · 25/09/2026I recorded an audiobook last week. It was quite an interesting experience - basically like reading the longest bedtime story ever. Here are 7 seven things I learned. rhymerrigby.substack.com/p/seven-thin...rhymerrigby.substack.comSeven things I learned recording an audiobookFor those of you who don’t know, I have a book coming out on the 29th of October. This is called The TV MBA and is about the business and career lessons to be found in pop culture - if you've ever won... 2103
Duncan Weldon @duncanweldon.bsky.social · 25/09/2026Is it 1990s nostalgia if I’m fed up with a using a trackpad and browsing mouse options? 9110
Reposted by Duncan WeldonAndy Bruce (Reuters) @bruceandy.bsky.social · 25/09/2026UK consumer confidence has hit a more than two-year high, according to GfK, symbolised below by the purchase of mangoes. Another bit of generally positive sentiment data. YouGov/Cebr and LSEG/Ipsos surveys have also shown rising consumer morale this month. www.reuters.com/world/uk/uk-...reuters.comUK consumer confidence hits more than two-year high in September, GfK saysBritish consumer confidence unexpectedly struck a more than two-year high this month as households grew more optimistic about their personal finances, according to a survey on Friday that added to r... 3288
Duncan Weldon @duncanweldon.bsky.social · 25/09/2026Can’t believe no one has ever thought of the idea of selling us hot food. I, for one, am both excited and, if I’m honest, a little apprehensive about the idea of warm food. www.ft.com/content/bdb6... Subway rival bets hot sandwiches will sell in UK’s ‘cold and rain’ 2939758
Duncan Weldon @duncanweldon.bsky.social · 24/09/2026In hindsight, the English chase today was quite similar to Australia’s chase against South Africa. Exceptionally good starts before falling away. 15 overs in and both looked to be cruising home. 050
Duncan Weldon @duncanweldon.bsky.social · 24/09/2026This isn’t a bad one chart history of almost a decade and a half of macroeconomic expectations. The short version: Things will be back to normal soon. Oh, maybe they won’t. Rates are never going back to the old normal. Oh, maybe they are. 060
Duncan Weldon @duncanweldon.bsky.social · 24/09/2026Absolutely spoiled with the cricket today. Really competitive England Sri Lanka ODI, excellent looking South Africa Australia match and a load of great county championship games (including a century for Gay for Durham). 3190
Duncan Weldon @duncanweldon.bsky.social · 24/09/2026That looks like a big total for South Africa against a very strong Australian bowling attack. 030
Duncan Weldon @duncanweldon.bsky.social · 24/09/2026Mark Wood is a great commentator. And it’s nice to have an Ashington accent on the radio. 2160
Duncan Weldon @duncanweldon.bsky.social · 24/09/2026- Honestly my dear grandchildren, you’ll never believe how low rates were in the 2010s. - at least you built a load of infrastructure when borrowing costs were so low grandad? Right? Right? 251172183
Duncan Weldon @duncanweldon.bsky.social · 24/09/2026I think this would be a real mistake. It’s essentially a hope that something will turn up and make things easier in the months ahead. And maybe it will. But there’s a larger chance it doesn’t and then we have months of confidence sapping speculation ahead of the Spring Statement. 7273
Duncan Weldon @duncanweldon.bsky.social · 24/09/2026I’m not necessarily against 30 day payment terms when it involves a 3% dollar move in my favour. 0120
Reposted by Duncan WeldonDuncan Lamont @duncanlamont2.bsky.social · 24/09/2026What a chart. Emerging market bond yields have decoupled and fallen as developed market yields have soared I bet there are more than a few in EM feeling a sense of schadenfreude right now! 3213
Duncan Weldon @duncanweldon.bsky.social · 24/09/2026‘This is playing into his hands’/‘this will allow him to play the martyr card’/‘this will help with his fundraising’ are all really bad takes. Criminals should be arrested and charged with crimes. 161775280
Reposted by Duncan WeldonEmma Yeomans @yeomans.bsky.social · 24/09/2026Hampshire police say man was arrested on suspicion of destroying ships or endangering their safety under the Aviation & Maritime Security Act 1990, criminal damage, criminal damage with intent to endanger life, & conduct endangering ships, structures or individuals under Merchant Shipping Act 1995 26698189
Duncan Weldon @duncanweldon.bsky.social · 24/09/2026The reoccurring theme of recent news is ‘company/individual commits a crime. There is no obvious consequence’. Doesn’t feel ideal. 218441
Reposted by Duncan WeldonToby Nangle @tobyn.bsky.social · 24/09/2026🚨Is Big Tech bond issuance to blame for higher US Treasury yields? www.ft.com/content/6354...ft.comAre Big Tech bonds crowding out the US Treasury?Probably not 3327
Duncan Weldon @duncanweldon.bsky.social · 23/09/2026I love Will Jacks. www.bbc.co.uk/sport/cricke...bbc.co.ukEngland vs Sri Lanka: Will Jacks explains the "scary" detail behind emergency appendix surgeryWill Jacks' career-best 50-over figures on Tuesday came shortly after the England all-rounder was rushed into hospital for emergency surgery while on a weekend away. 161
Duncan Weldon @duncanweldon.bsky.social · 23/09/2026I seem to be removing ever larger spiders from my house each evening. 14340