This big read by Robin Wigglesworth on US small caps is really *really* good.
on.ft.com/3W2YC3w

Will watch with interest to see whether this former fund manager can build a second career as an economic and markets commentator. x.com/woodford/statu…

Really interesting report. The rise in long term sick & inactivity is a huge challenge for next govt. Understanding impact of benefits system is a key link in this. Agree with thrust below that indications are rise is down to real increase in sickness not benefits incentives.

Wonder what attracted Trump's Truth Social to select BF Borgers as an auditor? ft.com/content/24668c…

These 4 labels will apparently help the consumer navigate the sustainable investment market.

Looking forward to a quick guide to navigating the labels tbh.
fca.org.uk/publication/po…

Liz Truss seems to have held an expectation that the Bank of England should've endorsed the mini-budget!

She criticises them for being 'lukewarm at best'.

As anyone familiar with the BoE knows, there is zero chance it would ever do that - even for an uncontroversial budget

'Avant garde' investment managers moving ahead with tokenisation. Mondrian maybe?

This piece is every bit as good as everyone says.

There's a strand of policy thinking on the left that finds it almost impossible not to think in terms of demand expansion/'creating jobs' as the answer. Understandably, given recent failures ...1/

In which Janan feels sorry for Other People. on.ft.com/49zoFCm

My latest column for the Financial Times is about a type of model that is infiltrating central banks around the world

Researchers in the Fed, the ECB and the BoE are working to incorporate inequality into models of how the economy works

Let me introduce you to HANK

on.ft.com/3VWG8Bx

Goldman and BarCap reckon UK mid-caps are a buy. Are they? on.ft.com/3Uck9VL

UK FinTwit hivemind:
Surprised to see Waystone second in the IA's list of UK unitised managers. They're an ACD for other managers, right? Can't immediately see on their website who though. Anyone?

Another great R4 series from Helen Lewis. Glorious stuff. bbc.co.uk/sounds/brand/m…

Wld be interested to see this + % of UST yield curve on same chart. on.ft.com/4cUXQeT

Thought the UK was a world-leader in constraining housing supply.

Maybe this is a parochial view?

ft.com/content/0fdf80…