Reposted by Tony TassellRobert Armstrong @robarmstrong.bsky.social · 10hS&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. 0226
Tony Tassell @tonytassell.bsky.social · 13hHSBC’s new trading floor has far less headroom than its rivals - fun story and dataviz here www.bloomberg.com/news/article... 170
Tony Tassell @tonytassell.bsky.social · 16hFour potential positives from higher bond yields - column here from the always wise @ianrharnett.bsky.social www.ft.com/content/96e0...ft.comFour potential positives from higher bond yieldsThe sharp rise in borrowing costs has raised justified alarm but there are benefits too 000
Tony Tassell @tonytassell.bsky.social · 19hMan 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... 1418769
Tony Tassell @tonytassell.bsky.social · 30/09/2026Bill Gross says don't buy bonds and be cautious with stocks in this FT column - as.ft.com/r/d29c0fdd-e...as.ft.comDon’t own bonds and be cautious with stocksBalance sheets have become unbalanced and growth in turn may suffer the consequences 270
Tony Tassell @tonytassell.bsky.social · 30/09/2026One 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.auFinance presenter Alan Kohler retiring after three decades at ABCAlan Kohler, one of the most influential journalists Australia has ever produced, will retire at the end of the year. 132
Reposted by Tony TassellIan 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... 2216
Tony Tassell @tonytassell.bsky.social · 30/09/2026How 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.comThe risks of HSBC’s return to its rootsDoubling down on Hong Kong offers a way to capitalise on wealth flowing out of China, but increases the risks of confrontation with Beijing 061
Tony Tassell @tonytassell.bsky.social · 30/09/2026The Lady Gaga moment for corporate Japan - column here from @urbandirt.bsky.social as.ft.com/r/69cd58ab-e...ft.comThe Lady Gaga moment for corporate JapanRecruitment ad by megastar points to the mounting labour problems and misallocation of human capital 030
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.comBurnham’s brave new world — just one more election awayThe starting gun for the prime minister’s real revolution will not be fired till he has gone to the country 141
Tony Tassell @tonytassell.bsky.social · 29/09/2026Not a great look really resources.premierleague.pulselive.com/premierleagu... 162
Tony Tassell @tonytassell.bsky.social · 29/09/2026Shouldn't Smiley be a bit duller looking? www.thetimes.com/uk/media/art...thetimes.comFrom Spooks to Smiley: Matthew Macfadyen in A Legacy of SpiesThe 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 530
Tony Tassell @tonytassell.bsky.social · 29/09/2026Interesting 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.comConvenience store woman: Lady Gaga urges Japanese to work at FamilyMartChain taps pop star in bid to recruit staff amid labour shortages 082
Tony Tassell @tonytassell.bsky.social · 29/09/2026OpenAI 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... 2195
Reposted by Tony TassellJan Jęcz @jeczjan.eurosky.social · 28/09/2026Audio from the conversation with one of the kids is priceless bsky.app/profile/solo... 1285
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.comFor once, the Fed has put Main Street before Wall StreetRather than criticising the central bank’s rate increase, Republicans should be praising Warsh for putting American families first 0114
Tony Tassell @tonytassell.bsky.social · 28/09/2026John 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.comThe UK’s IMF bailout has things to teach us 50 years onA different Healey may be chancellor but he faces a set of parallel challenges 051
Tony Tassell @tonytassell.bsky.social · 27/09/2026Lovely writing here from Jo Ellison as.ft.com/r/5793e841-8...as.ft.comThe quiet tragedies of young old ageYour fifties aren’t fabulous, but they can be quite funny 060
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.comThe ‘7 Up’ series: didactic social history as masterpieceThis vivid and complex account of life as it is lived has proved to be one of the great happy accidents of television 14511
Tony Tassell @tonytassell.bsky.social · 26/09/2026JPMorgan 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.comJPMorgan and the broking fetish for conviction callsAn admission by some analysts at the bank of an inability to form a baseline view should be thanked rather than mocked 4309
Tony Tassell @tonytassell.bsky.social · 25/09/2026Hey Rodri, maybe it was not the mentality www.skysports.com/football/new...skysports.comRodri: Manchester City beating Arsenal to PL down to 'mentality' after Pep Guardiola's side win fourth league title in a rowManchester 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... 041
Reposted by Tony TassellOrbinho @orbinho.bsky.social · 25/09/2026114 is the maximum number of points a team can get in a Premier League season. 216820
Tony Tassell @tonytassell.bsky.social · 25/09/2026why is the ManCity news only coming now after the transfer season? 2134
Tony Tassell @tonytassell.bsky.social · 25/09/2026WSJ 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.comExclusive | 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. 072
Tony Tassell @tonytassell.bsky.social · 25/09/2026excellent use of a live blog here www.bbc.co.uk/news/live/c6...?bbc.co.ukGrowers going head-to-head at giant veg competition after exceptionally hot summerThe 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. 080
Tony Tassell @tonytassell.bsky.social · 25/09/2026Really interesting business model here as.ft.com/r/033ee28f-2...as.ft.comThe cheap new AI model taking aim at OpenAI and AnthropicStart-up TypeSafe AI’s ‘Jev’ model promises faster, more efficient AI for developers 220
Tony Tassell @tonytassell.bsky.social · 25/09/2026OpenAI ‘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... 0127
Tony Tassell @tonytassell.bsky.social · 24/09/2026Five 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.comFive is the magic number for US TreasuriesThe 10-year yield on government debt cannot sustainably go much higher 262
Reposted by Tony TassellSarah O'Connor @sarahoconnorft.ft.com · 24/09/2026Please 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... 39619137
Tony Tassell @tonytassell.bsky.social · 24/09/2026Emailing 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... 15420
Tony Tassell @tonytassell.bsky.social · 24/09/2026VW's painful recovery plan has some pretty fragile underpinnings - column by @richardmilne.ft.com as.ft.com/r/8a3cc1e8-3... 131
Tony Tassell @tonytassell.bsky.social · 24/09/2026How 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.comHow to think about the end of the worldBringing clarity to a fuzzy P(doom) debate 051
Tony Tassell @tonytassell.bsky.social · 23/09/2026Best news of the day - there is a new series of Midnight Diner h/t @meemalee.bsky.social www.animenewsnetwork.com/news/2026-09...animenewsnetwork.com6th Live-Action Midnight Diner Series Reveals Returning Cast, Staff, October 20 DebutMansaku Fuwa, Toshiki Ayata, Tamae Ando, Joe Odagiri, more return as cafeteria regulars in new series 081
Tony Tassell @tonytassell.bsky.social · 23/09/2026Will this give John Healey more cover to make hard decisions in the UK budget? www.ft.com/content/5b11...ft.comUS Treasury yields soar most since ‘liberation day’ tariffs shook marketsTraders crank up bets on Federal Reserve rate rises after new data fuel worries economy is overheating 0122
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.comWhat to do when your Waymo holds up a Secret Service motorcadeStranded in six-lane traffic, surrounded by agents, my autonomous vehicle refused to budge 44812
Tony Tassell @tonytassell.bsky.social · 23/09/2026Interesting 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... 052
Tony Tassell @tonytassell.bsky.social · 23/09/2026EU 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.comWhy EU companies are helping their Chinese rivalsMany multinationals seem to be adopting an approach of ‘if you can’t beat them, join them’ 165
Tony Tassell @tonytassell.bsky.social · 23/09/2026Max 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.comReasons to be bullish on equitiesShocks matter less now in markets as the resilience of riskier assets in recent years has shown 141
Tony Tassell @tonytassell.bsky.social · 23/09/2026How 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... 2317
Tony Tassell @tonytassell.bsky.social · 22/09/2026FT letter makes a grim point on how the first AI war could start - www.ft.com/content/b912... 33712
Reposted by Tony TassellMohamed A. El-Erian @elerianm.bsky.social · 22/09/2026Via 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 2ft.comRate rises should not be ‘the only game in town’Monetary policy is not the best response tool for today’s economic and financial challenges 1216
Tony Tassell @tonytassell.bsky.social · 22/09/2026London'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... 4215
Reposted by Tony TassellChris Cook @chriscook.news · 21/09/2026A 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.comKremlin-backed forgery scheme moved $6.9bn through global banksFT finds thousands of Russian payments handled by Standard Chartered, Citigroup and other international groups in vast leak from inside fintech A7 5276166
Tony Tassell @tonytassell.bsky.social · 21/09/2026100th 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... 2111
Tony Tassell @tonytassell.bsky.social · 21/09/2026If 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... 230
Tony Tassell @tonytassell.bsky.social · 21/09/2026Revolut'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.comNik 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 010
Tony Tassell @tonytassell.bsky.social · 21/09/2026I 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.comWhy the world’s hottest stock market is a national liabilitySouth Korea’s wild stock price swings are hurting the country’s image 0204