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Tony Tassell

@tonytassell.bsky.social
13K followers 3K following 3K posts

Financial Opinion Editor at the FT. I have views. A spotter of things in markets, companies, world affairs. Also interested in food and climbing.

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Reposted by Tony Tassell
Robert Armstrong @robarmstrong.bsky.social · 10h
S&P 500 unchanged over three months -- with earnings expectations up and price/earnings multiples down. This is *exactly* what you would expect to happen when interestst rates are being driven higher by a mix of growth and inflation. Sometimes markets make sense.
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Tony Tassell @tonytassell.bsky.social · 13h
HSBC’s new trading floor has far less headroom than its rivals - fun story and dataviz here www.bloomberg.com/news/article...
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Tony Tassell @tonytassell.bsky.social · 16h
Four potential positives from higher bond yields - column here from the always wise @ianrharnett.bsky.social www.ft.com/content/96e0...
ft.com
Four potential positives from higher bond yields
The sharp rise in borrowing costs has raised justified alarm but there are benefits too
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Tony Tassell @tonytassell.bsky.social · 19h
Man City’s Emirati chair was granted diplomatic immunity 6 yrs ago in a move that could complicate any legal action resulting from findings that the club artificially inflated its finances by more than £900mn - scoop by Caroline Binham @journosooz.bsky.social as.ft.com/r/d717fb9e-2...
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Tony Tassell @tonytassell.bsky.social · 30/09/2026
Bill Gross says don't buy bonds and be cautious with stocks in this FT column - as.ft.com/r/d29c0fdd-e...
as.ft.com
Don’t own bonds and be cautious with stocks
Balance sheets have become unbalanced and growth in turn may suffer the consequences
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Tony Tassell @tonytassell.bsky.social · 30/09/2026
One of the great business journalists @alankohler.bsky.social is retiring - if the BBC or another broadcaster wants to understand how to make business and finance news accessible, they should study this former editor of AFR. Clear, personable and a great communicator. www.abc.net.au/news/2026-09...
abc.net.au
Finance presenter Alan Kohler retiring after three decades at ABC
Alan Kohler, one of the most influential journalists Australia has ever produced, will retire at the end of the year.
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Reposted by Tony Tassell
Ian Smith @iankmsmith.ft.com · 30/09/2026
“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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Tony Tassell @tonytassell.bsky.social · 30/09/2026
How HSBC is increasingly focusing on Hong Kong and managing Chinese wealth - great read on an always fascinating bank by @arjunneilalim.ft.com @ortenca.bsky.social as.ft.com/r/847c93b4-9...
as.ft.com
The risks of HSBC’s return to its roots
Doubling down on Hong Kong offers a way to capitalise on wealth flowing out of China, but increases the risks of confrontation with Beijing
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Tony Tassell @tonytassell.bsky.social · 30/09/2026
The Lady Gaga moment for corporate Japan - column here from @urbandirt.bsky.social as.ft.com/r/69cd58ab-e...
ft.com
The Lady Gaga moment for corporate Japan
Recruitment ad by megastar points to the mounting labour problems and misallocation of human capital
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Tony Tassell @tonytassell.bsky.social · 29/09/2026
"Burnham’s speech has offered a significantly new Britain, a fundamental break with the politics and economics of the past — but we are going to have to wait for it." - @robertshrimsley.bsky.social's take here www.ft.com/content/122a...
ft.com
Burnham’s brave new world — just one more election away
The starting gun for the prime minister’s real revolution will not be fired till he has gone to the country
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Tony Tassell @tonytassell.bsky.social · 29/09/2026
Not a great look really resources.premierleague.pulselive.com/premierleagu...
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Tony Tassell @tonytassell.bsky.social · 29/09/2026
Shouldn't Smiley be a bit duller looking? www.thetimes.com/uk/media/art...
thetimes.com
From Spooks to Smiley: Matthew Macfadyen in A Legacy of Spies
The Succession star follows in Alec Guinness’s footsteps as John le Carré’s most famous creation returns to the BBC with the first TV adaptation in four decades
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Tony Tassell @tonytassell.bsky.social · 29/09/2026
Interesting shift by FamilyMart in Japan - it is running an ad campaign with Lady Gaga not to attract customers but staff. It is seeking to fill 10,481 part-time jobs across its 16,455 stores in Japan as.ft.com/r/982e9962-b...
as.ft.com
Convenience store woman: Lady Gaga urges Japanese to work at FamilyMart
Chain taps pop star in bid to recruit staff amid labour shortages
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Tony Tassell @tonytassell.bsky.social · 29/09/2026
OpenAI is axing next model citing safety issues but still admits it is still making choices on trade-off between safety and agent development. So basically we are still relying on it to make the right calls www.ft.com/content/488c...
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Tony Tassell @tonytassell.bsky.social · 28/09/2026
Really grim - what a sad state we are in
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Reposted by Tony Tassell
Jan Jęcz @jeczjan.eurosky.social · 28/09/2026
Audio from the conversation with one of the kids is priceless bsky.app/profile/solo...
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Tony Tassell @tonytassell.bsky.social · 28/09/2026
"Conventional wisdom says that interest rate cuts help Main Street and rate increases hurt them. Conventional wisdom is wrong." - oped from @sheilabair.bsky.social here as.ft.com/r/11676212-2...
as.ft.com
For once, the Fed has put Main Street before Wall Street
Rather than criticising the central bank’s rate increase, Republicans should be praising Warsh for putting American families first
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Tony Tassell @tonytassell.bsky.social · 28/09/2026
David Zervos taking up a Treasury role
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Tony Tassell @tonytassell.bsky.social · 28/09/2026
John Plender was financial editor of the Economist when the IMF bailed out the UK in 1976. Here he looks back at the shock and what we can learn from it. One line: National solvency is a far greater problem than in 1976. as.ft.com/r/d5ca6f78-c...
as.ft.com
The UK’s IMF bailout has things to teach us 50 years on
A different Healey may be chancellor but he faces a set of parallel challenges
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Tony Tassell @tonytassell.bsky.social · 27/09/2026
Sunday raku firing
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Tony Tassell @tonytassell.bsky.social · 27/09/2026
Lovely writing here from Jo Ellison as.ft.com/r/5793e841-8...
as.ft.com
The quiet tragedies of young old age
Your fifties aren’t fabulous, but they can be quite funny
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Tony Tassell @tonytassell.bsky.social · 26/09/2026
“All great art makes you look at the world differently” - superb tribute by @stephenkb.bsky.social of the masterpiece that is the 7 Up series as.ft.com/r/bf39a93c-f...
as.ft.com
The ‘7 Up’ series: didactic social history as masterpiece
This vivid and complex account of life as it is lived has proved to be one of the great happy accidents of television
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Tony Tassell @tonytassell.bsky.social · 26/09/2026
JPMorgan and the broking fetish for conviction calls - and why William Butler Yeats would not have done well as head of research at an investment bank -great column by @dsquareddigest.bsky.social as.ft.com/r/6862e493-c...
as.ft.com
JPMorgan and the broking fetish for conviction calls
An admission by some analysts at the bank of an inability to form a baseline view should be thanked rather than mocked
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Tony Tassell @tonytassell.bsky.social · 25/09/2026
Hey Rodri, maybe it was not the mentality www.skysports.com/football/new...
skysports.com
Rodri: Manchester City beating Arsenal to PL down to 'mentality' after Pep Guardiola's side win fourth league title in a row
Manchester City midfielder Rodri has claimed Arsenal lacked the mentality to win the Premier League; City won their final league game of the season against West Ham to seal a fourth league title; Howe...
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Reposted by Tony Tassell
Orbinho @orbinho.bsky.social · 25/09/2026
114 is the maximum number of points a team can get in a Premier League season.
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Tony Tassell @tonytassell.bsky.social · 25/09/2026
why is the ManCity news only coming now after the transfer season?
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Tony Tassell @tonytassell.bsky.social · 25/09/2026
WSJ extract here from the book by the very brave Evan Gershkovich on his arrest while doing his job in Russia -reporting www.wsj.com/world/russia...
wsj.com
Exclusive | Did Putin Really Think I Was a Spy?
In an exclusive excerpt from his new book, “This Cursed Beautiful Land,” Evan Gershkovich searches for answers about his arrest while reporting in Russia.
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Tony Tassell @tonytassell.bsky.social · 25/09/2026
excellent use of a live blog here www.bbc.co.uk/news/live/c6...?
bbc.co.uk
Growers going head-to-head at giant veg competition after exceptionally hot summer
The national championship, held at the Malvern Autumn Show, often sees world records broken. This year, UK growers faced a summer of dry ground and drought.
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Tony Tassell @tonytassell.bsky.social · 25/09/2026
Really interesting business model here as.ft.com/r/033ee28f-2...
as.ft.com
The cheap new AI model taking aim at OpenAI and Anthropic
Start-up TypeSafe AI’s ‘Jev’ model promises faster, more efficient AI for developers
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Tony Tassell @tonytassell.bsky.social · 25/09/2026
OpenAI ‘agents’ that hacked an Australian government website were part of a broader spate of AI bots targeting websites to gather data for training exercises, which could still be going on, according to a new report. as.ft.com/r/c02927f6-d...
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Tony Tassell @tonytassell.bsky.social · 24/09/2026
Five is the magic number for US Treasuries, as De La Soul might have sung if there were bond traders. Here is Karen Ward of JPMorgan Asset Management on why the 10-year yield on US government debt cannot sustainably go much higher www.ft.com/content/cf5c...
ft.com
Five is the magic number for US Treasuries
The 10-year yield on government debt cannot sustainably go much higher
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Reposted by Tony Tassell
Sarah O'Connor @sarahoconnorft.ft.com · 24/09/2026
Please excuse me while I scream into a cushion at the thought of ALL the articles I had to write on the "UK productivity puzzle" in the 2010s www.ft.com/content/c819...
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Tony Tassell @tonytassell.bsky.social · 24/09/2026
Emailing a public email address to notify a government of an AI hack does not inspire confidence that OpenAI has the processes in place to deal with these issues - or that it treated it seriously www.ft.com/content/5613...
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Tony Tassell @tonytassell.bsky.social · 24/09/2026
VW's painful recovery plan has some pretty fragile underpinnings - column by @richardmilne.ft.com as.ft.com/r/8a3cc1e8-3...
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Tony Tassell @tonytassell.bsky.social · 24/09/2026
How to think about the end of the world - three tips from @soumayakeynes.ft.com for keeping a clear head as.ft.com/r/36fda338-2...
as.ft.com
How to think about the end of the world
Bringing clarity to a fuzzy P(doom) debate
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Tony Tassell @tonytassell.bsky.social · 23/09/2026
Best news of the day - there is a new series of Midnight Diner h/t @meemalee.bsky.social www.animenewsnetwork.com/news/2026-09...
animenewsnetwork.com
6th Live-Action Midnight Diner Series Reveals Returning Cast, Staff, October 20 Debut
Mansaku Fuwa, Toshiki Ayata, Tamae Ando, Joe Odagiri, more return as cafeteria regulars in new series
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Tony Tassell @tonytassell.bsky.social · 23/09/2026
Will this give John Healey more cover to make hard decisions in the UK budget? www.ft.com/content/5b11...
ft.com
US Treasury yields soar most since ‘liberation day’ tariffs shook markets
Traders crank up bets on Federal Reserve rate rises after new data fuel worries economy is overheating
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Tony Tassell @tonytassell.bsky.social · 23/09/2026
"I was 10 minutes into my first trip in a driverless car when I realised my vehicle was potentially obstructing the president of the United States." - great column here from @joemillerjr.ft.com on what seems like a pretty stressful situation as.ft.com/r/2037e2fc-a...
as.ft.com
What to do when your Waymo holds up a Secret Service motorcade
Stranded in six-lane traffic, surrounded by agents, my autonomous vehicle refused to budge
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Tony Tassell @tonytassell.bsky.social · 23/09/2026
Interesting speech by Alex Stubb at the UN - including a call for the security council to include at least two new permanents seats for Africa, two for the Asia-Pacific and one for Latin America www.youtube.com/watch?v=QJas...
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Tony Tassell @tonytassell.bsky.social · 23/09/2026
EU companies are now helping Chinese rivals expand in in their home market Europe - partly to learn to how to be competitive, writes Joe Leahy in this column as.ft.com/r/ff462fb4-1...
as.ft.com
Why EU companies are helping their Chinese rivals
Many multinationals seem to be adopting an approach of ‘if you can’t beat them, join them’
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Tony Tassell @tonytassell.bsky.social · 23/09/2026
Max Kettner of HSBC has become one of the more prominent bulls in markets strategy and he has often been right in the last five years of shocks. Here he argues the reasons to be bullish www.ft.com/content/2488...
ft.com
Reasons to be bullish on equities
Shocks matter less now in markets as the resilience of riskier assets in recent years has shown
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Tony Tassell @tonytassell.bsky.social · 23/09/2026
How private equity ended up in limbo?chartastic piece on PE's big problem - a rising pile of unsold companies as exit routes dry up. The big questions: what happens from here and what are the consequences for everyone? by @alexandraheal.bsky.social @claradoodle.bsky.social as.ft.com/r/34f515ca-1...
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Tony Tassell @tonytassell.bsky.social · 22/09/2026
FT letter makes a grim point on how the first AI war could start - www.ft.com/content/b912...
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Reposted by Tony Tassell
Mohamed A. El-Erian @elerianm.bsky.social · 22/09/2026
Via the Financial Times, my thoughts on why central bank rate hikes should not be “the only game in town” when it comes to addressing today's inflation challenge. The real remedies lie not with central banks but with ... 1 of 2
ft.com
Rate rises should not be ‘the only game in town’
Monetary policy is not the best response tool for today’s economic and financial challenges
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Tony Tassell @tonytassell.bsky.social · 22/09/2026
London's schools are running out of kids - rpt by @chris-smyth.bsky.social. My 16 yr-old was in one of last cohorts in Hackney where there were expanding primary school numbers. But property prices saw families leave after 2nd kid. Now 8 primaries have closed in the area www.ft.com/content/5b01...
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Reposted by Tony Tassell
Chris Cook @chriscook.news · 21/09/2026
A big new story from us: a big new leak means that we can put numbers on the scale of A7 -- the Kremlin's huge money-laundering machine. $6.9bn laundered through the international banking system via SWIFT, with $1.1bn sent to StanChart alone. www.ft.com/content/3848...
ft.com
Kremlin-backed forgery scheme moved $6.9bn through global banks
FT finds thousands of Russian payments handled by Standard Chartered, Citigroup and other international groups in vast leak from inside fintech A7
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Tony Tassell @tonytassell.bsky.social · 21/09/2026
100th anniversary today of the birth of Don Dunstan, former premier of my home state. I would not describe many politicans as an inspiration but he was really one. Remarkable list of achievements. An interview here with Mike Rann, another premier here on Dunstan www.abc.net.au/news/2026-09...
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Tony Tassell @tonytassell.bsky.social · 21/09/2026
If people are using AI to make investment decisions, how should regulators regulate that? Schroders CFO Meagen Burnett here argues we should be wary of regulators intruding here as.ft.com/r/330ce3ee-6...
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Tony Tassell @tonytassell.bsky.social · 21/09/2026
Revolut's Nik Storonsky looking dapper here in suit and tie in this excellent interview by Patrick Jenkins as.ft.com/r/fba62a36-0...
as.ft.com
Nik Storonsky’s plan for Revolut: a global bank with ‘effectively zero risk’
Russian-born founder and CEO talks to the FT about building Europe’s most valuable start-up
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Tony Tassell @tonytassell.bsky.social · 21/09/2026
I had not realised until reading this column by Ruchir Sharma on South Korea's wild stock market that "left-wing" President Lee Jae-myung had sent strong buy signal to the public by selling his own apartment with a plan to plough the proceeds into stock ETFs. www.ft.com/content/6f0c...
ft.com
Why the world’s hottest stock market is a national liability
South Korea’s wild stock price swings are hurting the country’s image
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