Andrew Lodge
@andrewwj.bsky.social
Curious. Enjoys policy. And other subjects. Ex HMT, BoE, various other places. Based in Canada; but still close to UK
Interesting thread on the Leopold hedge fund blow-up
Obviously now that it’s massive headline news a bunch of people who know nothing about the situation will comment stupid things about it (esp because it’s AI related) but the Leopold blowup is quite shocking to basically every professional investor who was following him for several reasons:
Tonight's vigil in Soho Square for the attack on Berlin's Christopher Street Day was incredibly moving. We would like to express our heartfelt thanks and gratitude to everyone who came and stood in solidarity with Berlin and the LBQTQ+ community. Hate will never win.
The return of monetarism and why Stephen Miran might be right on it - Long View column by @bhgreeley.bsky.social as.ft.com/r/fa6fb0ec-5...
The return of monetarism
Former Fed governor Stephen Miran is trying to bring the money supply back to central banking
as.ft.com
Very useful chart (from Martin Wolf's FT column) that can be cited when Americans claim Britain/Europe is crime-ridden
Very good thread. Jeremy Grantham always worth listening to for a contrarian market view.
Who will win Big Tech’s AI cage fight? I spent some time poking around analysts’ forecasts for the data centre hyperscalers: Alphabet, Amazon, Meta Platforms, Microsoft and Oracle. The forecasters seem to think everyone will be successful. Here's why that seems a stretch. (1/7)
I really love how Ipsos presents error bars in their polling!
NEW headline voting intention from Ipsos 📊Reform’s lead over Labour drops by 4 since May (+6 down to +2). 📊Labour have risen 4 points to 24%. 📊Lib Dems and the Green Party are both down -1.
Evening Light, Isle of Benbecula, Outer Hebrides, painting by John Lowrie Morrison, Scottish artist.
giftarticle.ft.com/giftarticle/... What bond markets want from Andy Burnham giftarticle.ft.com/giftarticle/... “UK gilts resting on a bed of nitroglycerine”
“UK gilts resting on a bed of nitroglycerine”
giftarticle.ft.com
Nerdy, interesting investigation on why US statistics cant use supermarket sales data - but UK, CAN can.
🚨🚨🚨🚨 This is my latest story—a piece I have worked on and off for more than SIX MONTHS!!! Let me take a deep breath and explain to you why I am obsessed with this one (1/N) (1/5)
This is really superb from @jenwilliamsft.bsky.social in the FT. Feels like 10 years of experience distilled into sharp insights.
No journalist followed Andy Burnham more closely than @jenwilliamsft.bsky.social for ten years at the Manchester Evening News and the FT. The Queen of the North on the King... as.ft.com/r/3ef31e1e-7...
Checks: a technology proudly unimproved in America since the founding
Revive the Economist’s proposal (from 1962) for “Elizabetha”, a new governmental town in Yorkshire. www.prospectmagazine.co.uk/opinions/595...
North to Elizabetha
The original 1962 article, published in The Economist, making the case for a new capital
prospectmagazine.co.uk
FT exclusive: Andy Burnham is looking to set up a 'Number 10 in the north', moving part of his prime ministerial operation to Manchester, in a radical attempt to shift power beyond Westminster ft.trib.al/49mgac4
Super thread by former bond portfolio manager on his immediate approach to the Brexit referendum.
My Brexit story is a work one. I forecasted where bond yields, equity risk premium, currencies would be under Leave and Remain scenarios and understood my (not insignificant) portfolio was an inadvertent bet on Remain. 1/n
There were those who doubted us, but a new independent report shows major reductions in air pollution in our city are linked to an estimated 40% fewer annual premature deaths.
No journalist followed Andy Burnham more closely than @jenwilliamsft.bsky.social for ten years at the Manchester Evening News and the FT. The Queen of the North on the King... as.ft.com/r/3ef31e1e-7...
The decade that made Andy Burnham
What 10 years covering the Manchester mayor’s many reinventions taught me about the man who wants to lead Britain
as.ft.com
Very probably my favourite ever thing to have researched and written: going to the Galapagos in the footsteps of Darwin. Unlike him, I did not ride a tortoise. Or drink its urine. www.theatlantic.com/magazine/202...
Paradise Revisited
What Darwin saw in the Galápagos
theatlantic.com
Londoners have won the prestigious 2026 Lee Kuan Yew World City Prize. This global award celebrates how we’re changing life in London for the better - whether that's cutting journey times on the Elizabeth line, cleaning up our air, or building vibrant new neighbourhoods.
Very interesting investigation.
One detail in this fascinating BBC investigation into the Russia-instigated attack on Keir Starmer's home is the way it shows, in passing but very clearly, that Tommy Robinson is to all intents and purposes a Russian asset. www.bbc.co.uk/news/article...
Temps are high, beer supplies are dangerously low but the vibes for Scotlands first World Cup match in 28-years are perfect. 🏴 Boston 💙 The Tartan Army
we should be proud of this British success story
BBC most-visited news website in the world in any language: Press Gazette’s new ranking of the world’s top online newsbrands Most news sites lost traffic year on year in May 2026, with 37 recording declines in visits pressgazette.co.uk/media-audien...
Scams on X posing a challenge to the UK financial authorities.
Images available on Elon Musk's X platform on Tuesday linked through to web pages showing a pretend BBC News article which promoted a financial trading scheme which the article claimed could turn £250 ($335) into £1 million within 11 weeks. (1/3)
Good FT Alphaville article summarising findings on activist returns (not many are actually activist). Love this line: “activism is largely goal-hanging”.
Best goals of the Premier League season. (Obviously the best goals of the year are Scott McTominay’s and Kenny McLean’s…).
The best goals of the 2025/26 Premier League season. Sit back and enjoy some of the season's finest strikes. 👇
Good article by @lexiter.ft.com. CPPIB is the main target of criticism here (understandable as it’s for the whole country). A big change at CPP came a decade of so ago with a moved more active management - may be part of the issue.
Canada's pension funds have been dubbed revolutionaries and a model for the rest of the world for 30 years. Now though @lexiter.ft.com points out they have stumbled with their heavy bets on private equity amid questions about their competitive advantage in the asset class www.ft.com/content/18db...
Very good thread on Labour’s difficulty responding to the recent police incident.
Watching the debate in the House over Henry Nowak. Shabana Mahmood's confidence is visibly through the floor.