That ship sailed a long, long time ago, sir.
01.03.2026 10:47 — 👍 2 🔁 1 💬 0 📌 0@moyeen.bsky.social
Rates and bikes. Wholly unable to deal with Thibaut Pinot’s retirement. “Gilt guru” and “ethereal bond vigilante” by day, elite level idiot with Bengali Dad energy at all other times. Baked goods and fried chicken enthusiast.
That ship sailed a long, long time ago, sir.
01.03.2026 10:47 — 👍 2 🔁 1 💬 0 📌 0Muslim voters being monstered during Ramadhan. 🙄
28.02.2026 12:56 — 👍 8 🔁 1 💬 0 📌 0BRB just googling “useful idiot” for them
28.02.2026 11:11 — 👍 1 🔁 0 💬 0 📌 0OVER AND OVER HOT CHIP
20
27.02.2026 00:46 — 👍 88 🔁 9 💬 0 📌 5Hats off to the haters. They really nailed it.
27.02.2026 12:34 — 👍 4 🔁 0 💬 0 📌 0Everyone has their own way of looking at it. That’s generally the framework that I work with. But many will just look at “rates to explain rates“ so you’re looking more at RV dislocation.
27.02.2026 11:17 — 👍 2 🔁 0 💬 0 📌 0My real issue with the Bank is that it allowed front end rate expectations to become completely deanchored - high level of GBP gamma relative to other markets was a reflection of deterioration in policy credibility
27.02.2026 11:16 — 👍 4 🔁 0 💬 2 📌 0Changes in CAPB are the only clean measure of changing fiscal stance. Even more brutally, cash is king so how much money you are raising a from the market in any given year matters within a term premium framework where the varying factor is not neutral rate expectations.
27.02.2026 11:10 — 👍 4 🔁 0 💬 1 📌 0Default for a DM is different to default for a corporate. Higher inflation, institutional changes or changing policy targets all are effectively forms of default. We just don’t call them.
27.02.2026 11:07 — 👍 3 🔁 0 💬 1 📌 0Sympathetic to the argument but needs to recognise that neutral rates are different across economies and that drives some of the difference in yields. Successive governments have taken windfall and use them to fund tax cuts or current spending rather than do anything responsible…..
27.02.2026 11:05 — 👍 2 🔁 0 💬 1 📌 0We go live to the entire universe vs the ironically named Matt Goodwin
27.02.2026 09:09 — 👍 9 🔁 0 💬 0 📌 0it's the same thing everywhere. "if i don't win, the election wasn't legitimate."
27.02.2026 00:03 — 👍 3934 🔁 584 💬 85 📌 17It’s a nice pub.
26.02.2026 15:30 — 👍 2 🔁 0 💬 0 📌 0
Less than a week left to apply for this, the most exciting job in UK fiscal policy available right now.
(Chair of the OBR is a close second).
app.beapplied.com/apply/4t6eys...
HOMETOWN UNICORN SUPER FURRY ANIMALS
30
26.02.2026 00:54 — 👍 75 🔁 12 💬 2 📌 0Dan, can you rewrite this in non-gobbledygook for us rates monkeys, pls?
24.02.2026 21:18 — 👍 3 🔁 0 💬 1 📌 0
Have we reached peak (nadir?) AI pessimism? Asking for my mortgaged,
younger colleagues
Emboldened behaviour from racists, misogynists and the wider constellation of bigotry is a feature not a bug of modern society
23.02.2026 11:19 — 👍 0 🔁 0 💬 1 📌 0It is to our eternal shame that we live in a world that tolerates this outcome
23.02.2026 10:34 — 👍 21 🔁 9 💬 2 📌 0The good old days when shops didn't have doors, windows had flags mounted in them, the local bakers sold baguettes and we used decimal currency?
21.02.2026 08:55 — 👍 1180 🔁 178 💬 223 📌 85Well at least he still has the FIFA Peace Prize
20.02.2026 15:56 — 👍 13 🔁 1 💬 1 📌 0100% this. Even cheating couldn’t make it remotely interesting.
20.02.2026 11:21 — 👍 0 🔁 0 💬 1 📌 0Area man aligns himself with boss’s view
20.02.2026 11:09 — 👍 8 🔁 0 💬 1 📌 0