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Shorting is hot again on.ft.com/43jN1ih

Is the Bank of England’s inflation survey really tricksy, or are we stupid, or is it both? on.ft.com/43cqjdm

A look inside the US regulatory loophole that might keep weight-loss jabs affordable on.ft.com/3YYansB

FTAV’s further reading on.ft.com/43vZdwE

Vivek Ramaswamy’s barmy bitcoin army on.ft.com/4jc75ZW

Late to this piece. But very much worth a read. Further example of the negative fiscal impact of the BoE QE/QT programme. Given the constrained fiscal environment it constantly surprises me this stuff isn't coming under more scrutiny/pressure

SEC vs FRB: private credit edition on.ft.com/4mrPj7T

The Japanese government bond market is in trouble on.ft.com/3HlXgLB

Interesting piece on the JGB crash from Barcap and the indispensable FT Alphaville 1/2 ft.com/content/70834a…

The uncertainty of measuring trade uncertainty on.ft.com/439xuTt

FTAV’s further reading on.ft.com/44LRfle

FTAV’s Friday charts quiz 🎉 on.ft.com/4duzrNP

The delusion of private equity IRRs on.ft.com/4k9hHKg

“IRR” is private equity’s favourite measure of returns, but it is tragicomically flawed and often used to bamboozle investors. on.ft.com/4mrqwAG

JGBs have calmed down today, but this is still one to watch.