Kwasi Kwarteng, the former UK chancellor whose infamous “mini” Budget under then-Prime Minister Liz Truss triggered a crisis in the gilts market, is backing the launch of a bitcoin investment company.
www.ft.com/content/c5a6...
www.ft.com/content/c5a6...
Former UK chancellor Kwasi Kwarteng backs bitcoin investment company
Ex-politician infamous for 2022 mini-Budget will become non-executive director of Stack Bitcoin Treasury
www.ft.com
November 4, 2025 at 5:29 PM
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My latest with thoughts on why Trump lost the trade war, how Gen Z is fuelling the AI bubble, looking on the bright side of AI job losses, the bull case for gilts, and calculating the cost of Brexit
Trump's Chinese Burn
Thoughts on why Trump lost the trade war, how Gen Z is fuelling the AI bubble, looking on the bright side of AI job losses, the bull case for gilts, and calculating the cost of Brexit
open.substack.com
November 2, 2025 at 7:06 PM
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The U.S. financial markets, including Treasuries, might be in for a period of substantially heightened volatility with ample of scope for downside surprises. In order to avoid Gilts being caught up in the maelstrom, a sound fiscal policy with sufficient headroom is very much called for.
November 4, 2025 at 8:56 AM
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Bond markets spooked as the Chancellor appears to disappear behind raised hands; gilts stage rally as she reveals she was actually there the whole time
October 30, 2025 at 9:14 PM
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Macaronage sounds like an incredibly baroque form of money laundering involving French gilts, Swiss shares, and a Cayman Islands low interest savings account.
October 29, 2025 at 11:07 AM
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Liebe ë auf jeden Fall sehr also gilts!
October 27, 2025 at 1:30 PM
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It’s taken 15 months and the good stuff is creeping out. Labours private school tax is delivering, inflation staying stable/high(ish)- not going up, Gilts are going down, Rayner is ‘back’, children are being prioritised and workers and renters being looked after
👏👏👏 Labour
👏👏👏 Labour
October 23, 2025 at 6:20 AM
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Had it in mind that gilts have been an absolute *dog* this year. But checked the data and ...
October 20, 2025 at 9:01 AM
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🚨 Quick @alphaville.ft.com post parsing the Barclays/ IFS chapter on gilts on.ft.com/4hpOpXy
Checking in on the UK’s gilt-ridden finances
Barclays and the IFS on what the UK needs to do to avoid a funding crisis
on.ft.com
October 20, 2025 at 9:00 AM
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Gilt sales ~ 300bn pa, UK savers currently about £360bn in cash total. Shift 10% pa from cash to gilts directly could be quite a boost at the margin (probably need to adjust for the the fact that many UK banks probably offset their cash deposits with gilt purchases)
October 20, 2025 at 9:21 AM
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Gilts stage rally as Reeves looks at tax rises and spending cuts on.ft.com/4na8UIY
Gilts stage rally as Reeves looks at tax rises and spending cuts
UK 10-year government borrowing costs see biggest weekly fall since April
on.ft.com
October 17, 2025 at 8:38 AM
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Gilts on track for their best week since April and yields now below where they started 2025.
Global risk-off move, a little bit more priced for BoE rate cuts, and "right noises" on headroom all helping, say investors
Thank you for playing...
www.ft.com/content/3295...
Global risk-off move, a little bit more priced for BoE rate cuts, and "right noises" on headroom all helping, say investors
Thank you for playing...
www.ft.com/content/3295...
October 17, 2025 at 8:33 AM
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Hab schon FFP2 am Start, Luftfilter ist aktiviert, Gattin ins Schlafzimmer verbannt. 🫡
Jetzt gilts alles neben der Erwerbsarbeit zu schaukeln.
Jetzt gilts alles neben der Erwerbsarbeit zu schaukeln.
October 17, 2025 at 9:01 AM
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It's too late to help with the Budget because of our mad institutional arrangements, but gilt yields coming down is good news. However this framing is ridiculous: these market moves have absolutely nothing to do with hints about renewed austerity from Reeves.
October 17, 2025 at 9:29 AM
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French government debt has a yield 120 bips below that of UK gilts, in every tenor
It’s remarkable that Reeves/Starmer have put so much on apparently being harder working & more honest than Boris (even assuming the latter is true - not sure it is), Sunak was harder working & more honest too
It’s remarkable that Reeves/Starmer have put so much on apparently being harder working & more honest than Boris (even assuming the latter is true - not sure it is), Sunak was harder working & more honest too
October 13, 2025 at 8:21 AM
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do you mean "reunification in Ireland not for 50 years"?
In European financial circles the UK Union has a life expectancy of less than 10 years now after starmers "EU? not in my lifetime" speech last year.
the 10 year gilt markets reflect that and are worse than when liz truss had to resign!
In European financial circles the UK Union has a life expectancy of less than 10 years now after starmers "EU? not in my lifetime" speech last year.
the 10 year gilt markets reflect that and are worse than when liz truss had to resign!
October 8, 2025 at 8:07 PM
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Ab 100k gilts in Deutschland als Großstadt. 😄
October 6, 2025 at 8:25 PM
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Top fund managers urge Bank of England to stop selling gilts into rocky debt markets reut.rs/46Pa5as
Top fund managers urge Bank of England to stop selling gilts into rocky debt markets
Asset managers whose companies oversee more than $1.5 trillion are urging the Bank of England to scrap bond sales they believe place unnecessary strain on Britain's government debt, while they also rack up tens of billions of pounds of taxpayer costs.
reut.rs
October 6, 2025 at 5:10 AM
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Yes but it’s only been a year - short of throwing the fiscal rules out of the window and either giving people money or cutting taxes and then collapsing the economy as gilts shoot up it’s not actually logical to expect that to happen in a year
October 6, 2025 at 12:41 PM
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2. The UK’s comparative advantages (and vulnerabilities) are virtually all to do with ‘openness’ - eg strong services orientation eg reliance on non UK buyers of gilts.
September 30, 2025 at 10:55 AM
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Ich wär ja schon froh, wenn das besoffene Fahren als vorsätzliche Gemeingefährdung gewertet würde. Derzeit gilts nicht mal als fahrlässige, weil es dazu einer Gesetzesänderung bedürfte, es legt sich da aber eine Partei mit vielen Alkolenker:innen quer 🔥
September 28, 2025 at 9:11 PM
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17/x So, also sagen wir, die Kommunen melden die Standorte ein, der Staat prüft pro-aktiv. Dann gilts natürlich die Bürger*innen abzuholen. Das schönste Windrad bringt nix, wenn es nicht gebaut werden kann, weil die Leute das hier nicht haben wollen.
September 26, 2025 at 1:06 PM
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FINANCIAL TIMES: Burnham borrowing spree would rock gilts and hurt sterling, investors warn #TomorrowsPapersToday
September 25, 2025 at 8:15 PM
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If settled status turns into a temporary visa and working migrants leave, the economy is dead.
If it coincides with the impending US tech bubble bursting, it could result in a ballooning national debt to rival the one after WW2.
Bond markets will use UK gilts as toilet paper.
If it coincides with the impending US tech bubble bursting, it could result in a ballooning national debt to rival the one after WW2.
Bond markets will use UK gilts as toilet paper.
September 22, 2025 at 6:43 PM
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Rachel Reeves should sack both Andrew Bailey and Huw Pill..because as the FT reports, rather than leaving gilts on its balance sheet to mature, the BoE plans to accelerate Quantitative Tightening, compared to the last 12 mths.
Financial Times
News, analysis and opinion from the Financial Times on the latest in markets, economics and politics
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September 18, 2025 at 9:38 PM
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