Unhedged

Financial Times 347 - There is only one trade

Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday.

Arbeit
Fitness
Schlafen
Entspannung
Reise

Hosted on Acast. See acast.com/privacy for more information.

Unhedged

Folgen

There is only one trade

Hyperscale my debt!

An ode to stock picking

Bond bombshell

Turkish dismay

News alert: Fed acts normal

Should markets discount the AI apocalypse?

Oil, yen and egonomics

Unhedged Live: How Katie was “right all along”

Dear Brits, please save more

Warsh and peace

Canada says no thank you

Bombing the bond market

Heatwaves and waterways

Does the market know anything about oil?

Hot Stoxx summer

Why the yen matters

The Economics Show: China wanted western tech. Now, the tables have turned.

The Story of Money: The trader who made $100mn from the 1929 crash — only to lose it all

Is the Fed the referee or the best player?

The return of monetarism?

How JPMorgan won

The forecast for prediction markets

Should private credit be public?

Everything is awesome … for banks

The Fed’s silent treatment

Software stocks got crushed. Did they have it coming?

Halftime for the markets

New UK prime minister, same bond market

Tech shares zigzag

How to surf turbulent markets

Kevin Warsh’s first remarks

Notes from the FT Global Bond Summit

Can Trump make a deal with Iran?

Why are investors so jumpy?

Big energy getting bigger

Could we interest you in $675bn in tech stocks?

The chip and memory stock frenzy

SpaceX nears lift-off

The oil reserves dwindle

Luxury during wartime

What’s bothering bonds?

Can GameStop buy eBay?

The Buy America trade

Are AI stocks the new railroad bonds?

Introducing: The Story of Money

The Fed holds steady

Gloom and boom

China Shock 2.0

Trading disruption