Unhedged

• Dour Fed, cheery market

  On Wednesday Federal Reserve chair Jay Powell announced that US interest rates would remain unchanged. But the monetary policy committee is clearly worried that tariffs might slow growth and increase inflation. Today on the show, Rob Armstrong, Katie Martin and Aiden Reiter try to figure out why markets weren't worried by what they heard from the Fed. Also they go long Twitter (X… whatever) and short Tesla.For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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  23:17
• How will Europe pay for its new weapons?

  As the US retreats from global commitments, Europe is re-arming. That will change the maths for companies and debt loads, in countries as different as Poland, Germany, Spain and Portugal. Today on the second part of Unhedged’s visit to the IE Business School in Madrid, hosts Katie Martin and Rob Armstrong talk with the FT’s Spain and Portugal correspondent Barney Jopson about the increase in military spending, and how it will all be paid for. Also they take questions from the audience. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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  31:44
• Make America Gyrate Again

  As Donald Trump continues to upend the US economy with a bizarre series of tariff announcements and reversals, Katie Martin and Rob Armstrong head to Spain. Today on the show, they host a live forum at the IE Business School in Madrid, covering an administration zig-zagging like a squirrel at rush hour and a market cowering in fear. Also, they take some questions from the audience. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at [email protected].Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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  28:02
• The case for China

  Investors have long been wary of China, piling into US markets, no matter what the climate. But is that changing? Today on the show, Rob Armstrong and Aiden Reiter talk to Ruchir Sharma, a columnist for the FT and investor at Rockefeller Capital Management, about the case for China now. Also they go long BYD, and long Vietnam. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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  21:58
• Trump dump?

  The president proposes and the markets dispose … of recent gains. Tariffs, deportations, budget cuts, political isolation and other “exciting” new plans seem to be unsettling investors, who are leaving US equities and heading for the safety of bonds. Today on the show, Rob Armstrong and head of the Lex column John Foley look at some of the falling stocks and try to figure out how much risk investors will ultimately take off the table. Also they go long potash and long Tesla. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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  22:57

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