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Unhedged

Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas

Episodes

Total: 214

Joe Lewis, 86, is a billionaire. He made his money trading currency, among other things. And he like

Interest rates have driven the conversation about markets over the past year. And this week, the US

The private credit boom

2023/7/20

As regulators continue to worry about big and small banks, a lot of midsized companies are turning t

Getting inflation wrong

2023/7/18

Last week’s US inflation numbers were surprisingly low, a very moderate 3 per cent. That could be du

Seven stocks are powering the market: Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla. Ho

The bond market dwarfs the stock market. But for more than a decade, equities have been the subject

Markowitz, a titan of finance who won the 1990 Nobel prize in economics, died last month. He showed,

The persistence of working from home, the rise in interest rates, and job cuts in finance and tech a

Japanese stocks have been on a tear this year. There are a few reasons for this: Japan looks better

Car insurance costs in the US have shot up by 23% in the past 18 months, dwarfing the overall rise i

On paper, it’s a strong market. The S&P 500 is up more than 14 per cent this year. But for p

Crypto is at a crossroads. As exchanges and currencies blow up, the US Securities and Exchange Commi

Where’s the recession?

2023/6/13

The US economy remains confusing. Markets continue to predict a slowdown but une

Introducing Unhedged

2023/6/6

Ethan Wu, Katie Martin and other markets nerds at the Financial Times explain the big ideas behind w