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cover of episode The beatings will continue until markets improve

The beatings will continue until markets improve

2025/2/27
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Unhedged
AI Chapters Transcript
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The discussion focuses on President Trump's tariff threats against China, Mexico, Canada, and Europe, exploring the credibility of these threats and their implications for the US dollar.
  • Trump has announced a 10% tariff on China and threatened tariffs on Mexico and Canada.
  • The aluminum and steel tariffs are among the few that have actually been implemented.
  • Tariffs are theorized to strengthen the dollar by decreasing American demand for foreign currencies.

Shownotes Transcript

President Donald Trump’s abandonment of Ukraine has been a great success … for European defence companies. Meanwhile, traders are selling American defence contractors, and the US market is sluggish. Now the president is threatening huge tariffs on Europe. Today on the show, Rob Armstrong and Aiden Reiter struggle to understand what the Trump administration actually wants and how far the American exceptionalism trade can really go. Also we go long the dollar and long the Oscars. 

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.