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Toby Nangle

  • Friday, 4 April, 2025
    The Long ViewSovereign bonds
    Bond investors bet that tariffs will inflict deep damage

    Despite inflation concerns, slowing growth raises expectations of rate cuts

  • Thursday, 3 April, 2025
    Trump tariffs
    The stupidest chart you’ll see today

    Trade tariffs by Dunning-Kruger

  • Thursday, 3 April, 2025
    Trump tariffs
    If times feel uncertain, it’s because they are

    No doubt on doubt

  • Friday, 28 March, 2025
    Sovereign debt
    Sympathy for the sovereign credit analyst

    Open your mouth and say AAA

  • Wednesday, 26 March, 2025
    Capital markets
    Do we even need bond term premia models?

    Asking the big questions

  • Thursday, 20 March, 2025
    UK economy
    Yields up, (long-dated) borrowing down?

    A short-cut for UK debt issuance

  • Friday, 14 March, 2025
    FT AlphavilleCryptocurrencies
    How much does cryptocrime pay?

    Long ‘pig butchering’, short ransomware was the trade of 2024

  • Saturday, 8 March, 2025
    The Long ViewFinancial & markets regulation
    Hedge fund leverage is rising as a concern for regulators

    The huge bets on what is known as the cash-futures basis trade could amplify market shocks

    Dan Aykroyd and Eddie Murphy in the 1983 American comedy film Trading Places
  • Friday, 28 February, 2025
    Markets InsightDigital currencies
    The benefits of CBDCs are too great to ignore

    While concerns over privacy and control are not without substance, there are strong economic gains to be had

    The Bank of England
  • Friday, 14 February, 2025
    Pound Sterling
    Make currency boring again

    No-drama Starmer?

  • Wednesday, 12 February, 2025
    Pensions industry
    Local Government Pension Schemes are heading for an embarrassment of riches

    How to scheme it

  • Thursday, 6 February, 2025
    Sovereign wealth funds
    Running a deficit? Want a sovereign wealth fund? No problem!

    Tailored SWFs

  • Wednesday, 5 February, 2025
    Sovereign wealth funds
    What would be in the MAGA Fund?

    Sovereign Wealth fun

  • Monday, 27 January, 2025
    Markets InsightUS equities
    DeepSeek sell-off shows the risks of a concentrated US stock market

    Should investors turn to equally weighted index products?

    A trader on the New York Stock Exchange floor is focused on multiple screens displaying colourful stock charts and data
  • Friday, 17 January, 2025
    Currencies
    How much has the pound been trashed?

    Our sideways charts get a second outing シ

  • Thursday, 9 January, 2025
    Sovereign bonds
    What’s up with bond yields?

    From borrowers to sorrowers

  • Thursday, 19 December, 2024
    UK tax
    A big, broad view of British tax

    Some charts showing all the taxes and all the tax reliefs

  • Tuesday, 17 December, 2024
    Business InsightPensions industry
    Maybe UK pension funds should be forced to invest in UK assets

    Domestic investment is the quid pro quo for pension tax relief

    Rachel Reeves speaks during a press conference
  • Monday, 9 December, 2024
    Pensions
    UK pensions are £283bn worse off than we thought. Time to panic?

    Bye-bye, buyout

  • Tuesday, 26 November, 2024
    UK economy
    FISIM (with excitement)

    Red-pilling national economic accounting methodology to avoid backing down

  • Thursday, 21 November, 2024
    Bitcoin
    Can Trump really pay off the US national debt with bitcoin?

    And will Betteridge’s law finally be defeated???

  • Thursday, 14 November, 2024
    Pensions industry
    Reeves seeks scale to solve UK pension investment problem

    Chancellor is trying to remove some of the inefficiencies from operating smaller local authority funds

    Pound coin and notes
  • Tuesday, 12 November, 2024
    UK economy
    Rentiers rule, OK?

    Bank Rate works in mysterious ways

  • Friday, 8 November, 2024
    Insight & Comment
    Trump mark two and the effect on UK investors

    US stocks have rallied since the election, but the main risk comes from bonds

    Trump supporter and New York trader Walter Lundon showes off his Trump t-shirt
  • Thursday, 31 October, 2024
    Gilts
    The start of a new round of gilt market carnage?

    Parsing 101 words from the OBR

Previous page You are on page 1 Next page

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