iiinova — where your digital self keeps evolving

It’s also circular investment 💍

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some say they they have been surprised by central banks explicitly tying their reaction functions to oil prices and saying things like "inflation is too high and has been for too long"

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

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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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Labour conference live blog: A senior union leader warns UK PM that ending the triple lock would be “almost electoral insanity” www.ft.com/content/6481...

“We have tied ourselves to the mast but it turns out the captain is pissed”

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ah thanks will give it a read!

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That's because the market's pricing of the expected interest rate path for central banks -- a vital determinant in sovereign bond yields -- has swung wildly with the inflation shock-hold-on-not-as-bad-a-shock-oh-yes-quite-a-big shock-actually www.ft.com/content/f894...

Oil price and US Treasury yields in tightest relationship since 1990

Bond investors watch Iran conflict and crude price for signs as to where government borrowing costs will go

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“For the last three to six months, we’ve basically just been oil traders.” Bond yields, which determine the cost of borrowing across the global economy, have been reduced to a second-order effect of crude prices since the Iran war began. with @emilydherbert.bsky.social www.ft.com/content/f894...

Oil price and US Treasury yields in tightest relationship since 1990

Bond investors watch Iran conflict and crude price for signs as to where government borrowing costs will go

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Reposted by Ian Smith

Jim Pickard @pickardje.bsky.social · 29/09/2026

The head of Britain’s biggest public-sector union has attacked Andy Burnham for delaying any firm decisions on setting up a new social care system until after the next general election in 2029. www.ft.com/content/4370...

Trade union chief criticises Burnham’s delay to social care reforms

Andrea Egan says prime minister should move faster on setting up new system

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...if you're wondering what is going on in US Treasuries and broader government bond markets, listen here www.ft.com/content/c3f2...

Borrowing costs move abruptly higher

Bond bombshell

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the pattern of a few months ago where America starts trading and it all calms down a bit seems to have reversed, which is a little worrying

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nah there was a video at the top

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Josiah Mortimer @josiahmortimer.bsky.social · 28/09/2026

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

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Reposted by Ian Smith

Chancellor John Healey praises the RNLI, "risking their lives to save others on the sea" - part of "the quiet patriotism that makes Britain great"

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Reposted by Ian Smith

Jeremy Cliffe @jeremycliffe.bsky.social · 28/09/2026

Mélenchon gaining momentum in French presidential polling while the centrist field remains fragmented and weak ⬇️

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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

but how will Terry and Julie cross over the river?

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Some of these Man City memes are just too much

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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 · 25/09/2026

I can't rival them for intellect so basically it is cheap gags

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

Why has the US bond market gone haywire? Why is that as much our problem as theirs? Great to discuss the biggest thing in markets on the best podcast in markets with @robarmstrong.bsky.social + @katie0martin.ft.com 📈🎙️ www.ft.com/content/c3f2...