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Ian Smith

@iankmsmith.ft.com

8.2K followers 1.8K following 1.3K posts

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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Ian Smith @iankmsmith.ft.com · Jun 6

“It’s a classic supply-and-demand mismatch problem, but on a global scale”

The pressure is building in the long-term government bond market on.ft.com/3Zk9Dhx

The mounting pressure on bond markets

[FREE TO READ] For the first time in almost a generation, governments are starting to face regular resistance from investors when they try to sell long-term debt

on.ft.com

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Reposted by Ian Smith

FinTwitter @fintwitter.bsky.social · 16h

GOLDMAN SACHS CEO DAVID SOLOMON STATES CONFIDENCE IN PROCESSES AND COLLATERAL FOR PRIVATE CREDIT

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Ian Smith @iankmsmith.ft.com · 21h

More on a truly dizzy time for the precious metals market, as traders struggle to get their hands on silver

"There is a serious squeeze on"
www.ft.com/content/e1eb...

Silver price hits record amid scramble in London market

Metal has staged a bigger rally than gold this year

www.ft.com

Ian Smith @iankmsmith.ft.com · 21h

“I thought it was important to have something that physically exists, something you can actually hold in your hands"

We dig into one of the markets stories of the year: gold mania
www.ft.com/content/3401...

Story by me, Leslie Hook, Harry Dempsey, data visualisation by @raydouglas.bsky.social

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Ian Smith @iankmsmith.ft.com · 1d

"Every time the price is coming off, there’s just waves of institutional buying"

Our Big Read on the 2025 gold rush that has swept up investors large and small
www.ft.com/content/3401...

How long will gold mania last?

Professional and retail investors around the world are swarming to buy the precious metal, pushing prices up to record highs — and potentially into bubble territory

www.ft.com

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Ian Smith @iankmsmith.ft.com · 1d

how can someone do all this and avoid prison. what message does it send?
www.kentonline.co.uk/ashford/news...?

‘I was scared my husband would kill me – but he’s been allowed to walk free’

A woman who feared she would die at the hands of her controlling husband has told of her horror after he avoided prison despite years of abuse.

www.kentonline.co.uk

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Reposted by Ian Smith

Aaron Rupar @atrupar.com · 1d

Obama: "When you see an administration suggest that ordinary street crime is an insurrection or a terrorist act, that is a genuine effort to weaken how we have understood democracy."

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Ian Smith @iankmsmith.ft.com · 1d

Spare a thought for anyone publishing their think pieces on Friday's sell-off into Monday's rally. It's hard out there
www.ft.com/content/32b5...

US stocks rebound after Donald Trump takes softer tone on China

President adopts more conciliatory approach after threatening Beijing with 100% tariffs

www.ft.com

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Ian Smith @iankmsmith.ft.com · 1d

Bessent
www.ft.com/content/ca3b...

a cartoon of a building with stairs and a fire coming out of it

ALT: a cartoon of a building with stairs and a fire coming out of it

media.tenor.com

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Ian Smith @iankmsmith.ft.com · 1d

lovely stuff from Alphaville
www.ft.com/content/f392...

Nobel Prize for Economics awarded to Joel Mokyr, Philippe Aghion and Peter Howitt

Congratulations to the winners from FT Alphaville

www.ft.com

Ian Smith @iankmsmith.ft.com · 1d

icymi: Reeves planning to increase the buffer against self-imposed borrowing rule, reports @pickardje.bsky.social www.ft.com/content/c0fc...

Reeves looks at bigger tax rises and spending cuts to build up UK fiscal buffer

The chancellor is preparing for a crunch Budget next month

www.ft.com

Reposted by Ian Smith

Financial Times @financialtimes.com · 3d

Hamas reasserts control and settles scores in Gaza Strip on.ft.com/490LAcZ

Hamas reasserts control and settles scores in Gaza Strip

Militant group battles rivals and punishes suspected collaborators hours after agreeing ceasefire

on.ft.com

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Ian Smith @iankmsmith.ft.com · 3d

Oh boy

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Reposted by Ian Smith

Katie Martin @katie0martin.ft.com · 4d

applications are still open if you are interested in working with me and @robarmstrong.bsky.social on the Unhedged newsletter

main task is to try and make me look clever and to compensate for my woeful inability to make nice charts

job-boards.eu.greenhouse.io/financialtim...

Unhedged Reporter

London

job-boards.eu.greenhouse.io

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Ian Smith @iankmsmith.ft.com · 4d

Getting out of Dodge...

Investors flock to ‘ex-US’ stock funds in drive to diversify

Great reporting from @emilydherbert.bsky.social
www.ft.com/content/d5d4...

Investors flock to ‘ex-US’ stock funds in drive to diversify

Funds that exclude US stocks are attracting record inflows as investors ‘rebalance’ their exposure

www.ft.com

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Ian Smith @iankmsmith.ft.com · 4d

Credit insurance is back in the spotlight – my personal fomo. scoop from @leeharris.ft.com @bondhack.ft.com www.ft.com/content/de37...

Insurers prepare for wave of First Brands claims

Allianz, Coface and AIG among groups to have written credit insurance policies linked to bankrupt car parts maker

www.ft.com

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Ian Smith @iankmsmith.ft.com · 5d

And today don't miss @robarmstrong.bsky.social on the "debasement trade"
www.ft.com/content/4eef...

Gold as ‘debasement trade’ doesn’t add up

The yellow metal says one thing; Treasuries and the dollar another

www.ft.com

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Ian Smith @iankmsmith.ft.com · 6d

Don’t miss @katie0martin.ft.com on 🚀 on.ft.com/48QHpjV

Brace for a market melt-up

[FREE TO READ] Some say this is a ‘good’ bubble, but investors should remember that all bubbles burst in the end

on.ft.com

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Ian Smith @iankmsmith.ft.com · 6d

Pimco's Andrew Balls: “If you have to drive from here to somewhere 50 miles away, don’t have 50 miles worth of petrol"

Big investors say the best option to shore up gilts (not the only consideration ofc) would be Reeves giving herself more room against her fiscal rules
www.ft.com/content/7345...

Pimco and BlackRock tell Reeves to build bigger fiscal buffer

Big bond investors say chancellor needs to go beyond slim £9.9bn of margin left against key borrowing rule

www.ft.com

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Ian Smith @iankmsmith.ft.com · 6d

Past $4,000
www.ft.com/content/ed7f...

Gold price tops $4,000 for first time

Prices have doubled in less than two years as central banks stockpile bullion and investors pour in to gold funds

www.ft.com

Ian Smith @iankmsmith.ft.com · 7d

the big q: who is going to triumph, Timothée Chalamet’s Dylan or Jeremy Allen White’s Springsteen? 🍿

Ian Smith @iankmsmith.ft.com · 7d

Emerging markets: we're so back

Nice story from @jsphctrl.ft.com
www.ft.com/content/fbf7...

Emerging markets roar back with biggest stock rally in 15 years

‘Stars are finally aligning’ for EM assets, as weakening US dollar sends investors in search of yield

www.ft.com

Reposted by Ian Smith

Robin Wigglesworth @robinwigglesworth.ft.com · 7d

Fire up your nerdiest group chat — the FT Alphaville Pub Quiz returns to London later this month. on.ft.com/47j6xxF

The FT Alphaville Pub Quiz returns to London on October 23. Here’s how to get tickets

Strictly quizness

on.ft.com

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Ian Smith @iankmsmith.ft.com · 8d

💶⚓️

European Central Bank @ecb.europa.eu · 8d

Lagarde: The euro can be more than the currency of a continent and a symbol of unity – it can become a global anchor of trust.

Europe needs bold reforms to turn this vision into reality.

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Ian Smith @iankmsmith.ft.com · 8d

icymi the market:

Ian Smith @iankmsmith.ft.com · 8d

That productivity gain in full
www.ft.com/content/934c...

Deloitte issues refund for error-ridden Australian government report that used AI

Big Four firm will repay final instalment after incorrect references and citations found in document

www.ft.com

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