Divyang Shah
@divyang.bsky.social
Charts and thoughts on markets. Currently IFR Markets/LSEG previously Reuters.
Interesting price action today on EA bonds. Core markets vs the rest....but BTPs and the curve move is what stands out.
October 1, 2026 at 4:05 PM
Interesting price action today on EA bonds. Core markets vs the rest....but BTPs and the curve move is what stands out.
Reposted by Divyang Shah
Bad to worse.
The Iran War Hits Crisis Point
Free access to the Red Sea has been lost
chadbourn.substack.com
September 11, 2026 at 4:22 PM
Bad to worse.
Reposted by Divyang Shah
Middle East blow-upcoming - Trump lit the fuse. Saudi Arabia has signalled it may launch a major military operation against the Houthis even without direct US involvement, ABC reports .
September 11, 2026 at 9:46 PM
Middle East blow-upcoming - Trump lit the fuse. Saudi Arabia has signalled it may launch a major military operation against the Houthis even without direct US involvement, ABC reports .
Reposted by Divyang Shah
If you were ever in doubt about the fundamentally grift-based approach of far right "patriotic" streamers, having failed to persuade the Daily Mail to buy his mum a new house after they revealed what town she lives in, 'Danny Tommo' has raised *£60,000* from followers to give her a "fresh start".
September 11, 2026 at 12:20 PM
If you were ever in doubt about the fundamentally grift-based approach of far right "patriotic" streamers, having failed to persuade the Daily Mail to buy his mum a new house after they revealed what town she lives in, 'Danny Tommo' has raised *£60,000* from followers to give her a "fresh start".
Used to be the Dec meeting but now the Mar meeting is more important and the question of 2.75% vs 3.00% ECB depo rate
September 10, 2026 at 11:20 AM
Used to be the Dec meeting but now the Mar meeting is more important and the question of 2.75% vs 3.00% ECB depo rate
Reposted by Divyang Shah
A guide for non-nerds on what's going on with this yen intervention.
The US bares its financial weak spot
Me, 300 free clicks 😘
- as.ft.com/r/3afb180b-6...
The US bares its financial weak spot
Me, 300 free clicks 😘
- as.ft.com/r/3afb180b-6...
The US bares its financial weak spot
Yen intervention points to the squishy underbelly of American weakness
as.ft.com
August 9, 2026 at 6:57 AM
A guide for non-nerds on what's going on with this yen intervention.
The US bares its financial weak spot
Me, 300 free clicks 😘
- as.ft.com/r/3afb180b-6...
The US bares its financial weak spot
Me, 300 free clicks 😘
- as.ft.com/r/3afb180b-6...
Reposted by Divyang Shah
This week's post: Long term fiscal projections are a good antidote to politicians talking about tax cuts mainlymacro.blogspot.com/2026/08/long...
If you can get past the hand wringing, the OBR's long term fiscal projections contain useful information that most politicians pretend isn't there.
If you can get past the hand wringing, the OBR's long term fiscal projections contain useful information that most politicians pretend isn't there.
Long term fiscal projections are a good antidote to politicians talking about tax cuts
Every July the OBR publishes fiscal projections looking fifty years ahead. Each year the headline is the same. The public finances are on...
mainlymacro.blogspot.com
August 7, 2026 at 7:48 AM
This week's post: Long term fiscal projections are a good antidote to politicians talking about tax cuts mainlymacro.blogspot.com/2026/08/long...
If you can get past the hand wringing, the OBR's long term fiscal projections contain useful information that most politicians pretend isn't there.
If you can get past the hand wringing, the OBR's long term fiscal projections contain useful information that most politicians pretend isn't there.
Reposted by Divyang Shah
This headline makes the situation sound far more nefarious than it actually was, though it is also frustratingly vague on what form the "undetected message boards" took www.bloomberg.com/news/article...
OpenAI Models Joined Forces Months Ahead of Hugging Face Hack
OpenAI said the artificial intelligence models behind an attack on Hugging Face Inc. began communicating with each other through undetected message boards, working together to break out of their testi...
www.bloomberg.com
August 6, 2026 at 12:55 PM
This headline makes the situation sound far more nefarious than it actually was, though it is also frustratingly vague on what form the "undetected message boards" took www.bloomberg.com/news/article...
Reposted by Divyang Shah
If those are accurate numbers…
Holy shit. That’s bad.
Holy shit. That’s bad.
July 30, 2026 at 12:20 AM
If those are accurate numbers…
Holy shit. That’s bad.
Holy shit. That’s bad.
Reposted by Divyang Shah
Reposted by Divyang Shah
what—and i cannot stress this enough—the actual eff
www.ft.com/content/1ed4...
www.ft.com/content/1ed4...
July 29, 2026 at 5:57 PM
what—and i cannot stress this enough—the actual eff
www.ft.com/content/1ed4...
www.ft.com/content/1ed4...
Reposted by Divyang Shah
America is weird because we have a free press but also an authoritarian government and so we learn in pretty close to real time the shit that is not revealed in other authoritarian settings until decades later.
MS NOW EXCLUSIVE:
The Secret Service felt pressure from the Trump admin to surveil James Comey.
Documents detail worries about the legality of the directive to surveil Comey — including surreptitiously tracking Comey's phone without a warrant — in the wake of his 'seashells' photo.
The Secret Service felt pressure from the Trump admin to surveil James Comey.
Documents detail worries about the legality of the directive to surveil Comey — including surreptitiously tracking Comey's phone without a warrant — in the wake of his 'seashells' photo.
Secret Service felt pressure from administration to surveil James Comey, new documents reveal
Documents detail worries about the legality of a directive to surveil the former FBI director after the “seashells” photo the government claims amounts to a threat to President Donald Trump’s life.
www.ms.now
July 30, 2026 at 1:46 AM
America is weird because we have a free press but also an authoritarian government and so we learn in pretty close to real time the shit that is not revealed in other authoritarian settings until decades later.
Reposted by Divyang Shah
“Trump has rejected disaster aid for Democratic-run states at the highest rate in the 47-year history of the Federal Emergency Management Agency.”
Right now people in blue states are basically paying federal taxes as if they’re colonized territories of red states. www.politico.com/news/2026/03...
Right now people in blue states are basically paying federal taxes as if they’re colonized territories of red states. www.politico.com/news/2026/03...
July 29, 2026 at 11:05 PM
“Trump has rejected disaster aid for Democratic-run states at the highest rate in the 47-year history of the Federal Emergency Management Agency.”
Right now people in blue states are basically paying federal taxes as if they’re colonized territories of red states. www.politico.com/news/2026/03...
Right now people in blue states are basically paying federal taxes as if they’re colonized territories of red states. www.politico.com/news/2026/03...
Reposted by Divyang Shah
“The moral of the story is Stephen Miller is a terrible neighbor, on a mission to take away our first amendment rights.”
From @FriendsofUSAID: www.instagram.com/reel/Da_jjeu...
From @FriendsofUSAID: www.instagram.com/reel/Da_jjeu...
July 20, 2026 at 3:40 AM
“The moral of the story is Stephen Miller is a terrible neighbor, on a mission to take away our first amendment rights.”
From @FriendsofUSAID: www.instagram.com/reel/Da_jjeu...
From @FriendsofUSAID: www.instagram.com/reel/Da_jjeu...
It's like we had 11 men in goal and they still scored twice
July 15, 2026 at 9:23 PM
It's like we had 11 men in goal and they still scored twice
Reposted by Divyang Shah
Oh my GOD this is amazing
RIP Bonnie Tyler. And RIP Tandi Iman Dupree. This remains the best stage entrance by a drag queen of all time, even some 25 years later, and the best use of Tyler’s “Holding Out for a Hero” ever. youtu.be/IHQA5vqn6rw?...
July 10, 2026 at 8:44 PM
Oh my GOD this is amazing
Reposted by Divyang Shah
I'm sure Tories won't either. Restore and LDs have already said they won't. The right response to an attention seeking stunt.
I can reveal that Labour isn't putting forward a candidate for the Clacton by-election....
July 7, 2026 at 4:54 PM
I'm sure Tories won't either. Restore and LDs have already said they won't. The right response to an attention seeking stunt.
Reposted by Divyang Shah
Because it means he doesn't get to have a me vs the establishment campaign. And his likely victory isn't taken as vindication by anyone. Plus it makes him look silly and desperate.
Someone tell me quickly while walking down a long corridor why parties not standing candidates in this by-election is a positive
July 7, 2026 at 5:08 PM
Because it means he doesn't get to have a me vs the establishment campaign. And his likely victory isn't taken as vindication by anyone. Plus it makes him look silly and desperate.
Reposted by Divyang Shah
Calling a by-election over the sovereign right of every MP to take secret gifts from a convicted criminal. What a time to be alive.
July 7, 2026 at 1:29 PM
Calling a by-election over the sovereign right of every MP to take secret gifts from a convicted criminal. What a time to be alive.
This was the only bit I found interesting from the Farage press conference
July 7, 2026 at 1:30 PM
This was the only bit I found interesting from the Farage press conference
Reposted by Divyang Shah
Some useful data in the new statistical review of world energy: China's data centre consumption is several times smaller than the US's. This whole narrative of "beating China in the AI race" is so weird and nonsensical.
www.energyinst.org/statistical-...
www.energyinst.org/statistical-...
June 30, 2026 at 7:42 PM
Some useful data in the new statistical review of world energy: China's data centre consumption is several times smaller than the US's. This whole narrative of "beating China in the AI race" is so weird and nonsensical.
www.energyinst.org/statistical-...
www.energyinst.org/statistical-...
Reposted by Divyang Shah
Reform tried to bin a council's climate emergency declaration.
The vote was delayed...
...because the chamber was too hot.
Even reality has started mocking Reform. 🔥
www.bbc.co.uk/news/article...
The vote was delayed...
...because the chamber was too hot.
Even reality has started mocking Reform. 🔥
www.bbc.co.uk/news/article...
West Norfolk council climate debate delayed due to extreme heat
Simon Ring says the fact the meeting was postponed due to the heat was "undeniably ironic".
www.bbc.co.uk
June 27, 2026 at 8:23 AM
Reform tried to bin a council's climate emergency declaration.
The vote was delayed...
...because the chamber was too hot.
Even reality has started mocking Reform. 🔥
www.bbc.co.uk/news/article...
The vote was delayed...
...because the chamber was too hot.
Even reality has started mocking Reform. 🔥
www.bbc.co.uk/news/article...