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cover of episode The nasty Taco question

The nasty Taco question

2025/5/29
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Unhedged
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K
Katie Martin
一名在《金融时报》工作的金融记者和评论员，专注于全球经济政策和市场趋势分析。
R
Rob Armstrong
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Katie Martin: 我认为“Taco Trade”这个概念已经超出了控制，从最初的玩笑变成了影响美国总统决策的热门金融术语。这个词的迅速传播让我感到惊讶，它不仅出现在《纽约时报》的头条新闻中，还被记者在白宫新闻发布会上提问特朗普。我担心这个词可能会导致特朗普改变其一贯的退让政策，从而对市场产生负面影响。虽然我乐于看到这个词被广泛传播，但我也意识到它可能带来的潜在风险。 Robert Armstrong: 我最初创造“Taco Trade”这个词只是一个玩笑，但我没有预料到它会产生如此大的影响。如果这个玩笑导致特朗普改变其政策，我深感抱歉。我希望这个词不会对墨西哥食品行业产生负面影响，除非它能促进墨西哥玉米饼的销售。我认为特朗普经常在谈判中采取强硬姿态，但最终会退让，这就是“Taco Trade”的核心含义。虽然我认为我的玩笑导致全球经济衰退的可能性极小，但我仍然对潜在的风险感到担忧。

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Our co-host Rob Armstrong has been talking about the “Taco trade” (Trump Always Chickens Out) for a few weeks, and on Wednesday a journalist asked the US president about it. Trump did not like the question, not one bit. But the internet did. Now traders are worried Trump might not chicken out. Did Rob just crash the US economy? And, if so, would he like to apologise? Also, Katie goes long Elon Musk returning to his day job, and Rob goes short his 15 minutes of fame. 

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.