Ed Conway is really dishonest with how he selectively uses gilts prices to serve his pro labour bias. UK 10 years are now trading 25bps inside US Treasuries, having traded as far as 50bps outside a c… (View Post)

“Leaning towards Boris” can equally be translated as “not Rishi”. It is said Sunak wasn’t keen on providing arms to Ukraine on cost grounds and because he thought there was no point. No doubt he’s be… (View Post)

Mordaunt as PM, Sunak swanning about as as business oriented foreign sec and Hunt as Chancellor. Kemi as Home Sec to keep the full on nutters out the top jobs, Wallace as DefSec. It’s what we should … (View Post)

Yes. It’s hard for many people on here to acknowledge but Sunak is not the unity candidate. It’s very hard to see how he could maintain control, too many enemies. He’s the other side of the same coin… (View Post)

There was a wealth management fund in Finland that realised that the Uk defined benefits pension sector was sitting on a bed of nitroglycerin called LDI. And that as global yields climbed it was goin… (View Post)