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iankmsmith.ft.com
Senior Markets Correspondent at the Financial Times. Previously insurance, markets, finance, stocks, pensions, you get the idea Stories: https://www.ft.com/ian-smith Contact: [email protected]
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if you are just catching up on this... thing with companies buying bitcoin because reasons, you may enjoy a film we made about it earlier this year, on the OG sensei of the art, Michael Saylor: www.youtube.com/watch?v=O_Wj...

"What we’ve seen is a reversion to the playbook" As trade war and real war fears abate, Wall Street stocks have roared back in the second quarter, outrunning peers It's testing the mettle of those betting US stocks' run of exceptional returns was over www.ft.com/content/5ff8...

“The company was on life support before this" Bitcoin straight into the veins, then www.ft.com/content/2379...

Can confirm, in the full sun doing the barbecue at the school fair at the height of the day = hotter than the centre of the sun

London is so OVER!

Is it juvenile to point out my name to my kids if we’re in the newsagents and it’s on the front page? Yes So i do it anyway? Also yes

glasto is on telly and it's a beautiful day, but I'm sure you'd like to be one of 300 free clicks on my weekend piece about common eurozone bond framework proposals, complete with a delightfully camp image Time to give the euro a glow-up - on.ft.com/4nqkCAg

"this seems, to put it bluntly, bonkers” on.ft.com/4kdkZLV

Genuinely interested – for people who think US protectionism is crazy, what are the bright ideas on stopping this kind of rot? www.ft.com/content/dc59...

Caracas

All these U-turns on tough decisions beget other tough decisions. Investors say tax rises at Budget significantly more likely and UK government's credibility with the market dented www.ft.com/content/a939...

🚀 we're so back 🚀 www.ft.com/content/4dec...

on the q.t.

Happy day: @tobyn.bsky.social has brought his vast skill-set to a really important *subject and one I spent a fair bit of time on in past couple of years – private equity in the life insurance sector (*fixed typo) www.ft.com/content/ee40...

Bank of England warned continuing significant active sales of gilts could “reignite market concerns" about gilt supply and put further pressure on the economy, when the UK's long-term borrowing costs are already an outlier www.ft.com/content/ff29...

😐

FCA CEO having a bit of a moment

Must-read: head of Germany's financial watchdog reflects on Wirecard www.ft.com/content/aaff...

🚨 My first nature of money post in FTAV cc @lorcanrk.bsky.social on.ft.com/44l12Nk

“It’s a volatile environment, with inflation still above target and heavy government supply as far as the eye can see" Nice hit from Harriet Clarfelt and @kateduguid.bsky.social on long-term US bond funds suffering their worst quarter since Covid www.ft.com/content/75a4...

Republican senator: “What we’re trying to avoid is global creditors looking at the United States and saying you’re a credit risk" www.ft.com/content/b53e...

Go to war: stonks go up Israel's stock indices are outstripping Emea rivals as investors view risks to the country diminished. Interesting one... Via @emilydherbert.bsky.social + me www.ft.com/content/bb36...

“It won’t be a question of how much you’re willing to pay — the cover won’t be available" Everest CEO Jim Williamson speaking to me at this year's FT Global Insurance Summit about a creaking US casualty insurance market Important story from @leeharris.ft.com www.ft.com/content/5ff1...

Worth your time podcasts.apple.com/gb/podcast/r...

Bailey on fiscal pressures “I do think it’s important — and I don’t want to sound preachy about this — that we have a proper debate with the public about the implications of all this and what it means for the evolution of the economy and evolution of public debt" www.ft.com/content/3190...

Today's must-read on monetary policy by @louisashworth.bsky.social. Despite all the uncertainty chat, the Bank of England is about average uncertain www.ft.com/content/7e1e...

From the FT live blog - very angry Trump declares Iran and Israel “don’t know what the fuck they’re doing”. Video embedded in the link www.ft.com/content/f440...