Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas
Coverage of President Donald Trump’s tariffs tends to focus on their effect on American consumers. T
Gold is traditionally a hedge against instability. And it’s reaching record highs. Today on the show
European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joi
The tariffs have arrived. Canada and Mexico have negotiated delays, China is retaliating, and invest
It’s time for the FT’s annual stockpicking contest, where the money is fake but the glory is real. T
DeepSeek’s announcement that it has built competitive AI using many fewer resources than big US riva
Donald Trump’s first week in office has produced a barrage of policies and power moves. But which of
Each year the Financial Times hosts a stock-picking contest for its journalists and readers. Today o
Reports of the demise of US inflation have been greatly exaggerated. Today on the show, Rob Armstron
US bonds and UK gilts are tracking each other, and heading down. Today on the show, Rob Armstrong an
Corporate bankruptcies are on the rise. In recent months, Party City, Big Lots, Spirit Airlines, and
Tariffs. Tax cuts. Geopolitics. Artificial intelligence. Inflation. Mass deportations. Rate cuts or
Happy new year, Unhedged listeners! Today on the show, Rob Armstrong, Katie Martin and Aiden Reiter
The US government owns many billions of dollars worth of bitcoin, confiscated from bad actors such a
The Federal Reserve announced a small cut yesterday. Normally, that heartens markets. But we are not
The road to riches used to be paved with juicy IPOs. But that does not seem to be the case anymore.
There have been very few mergers and acquisitions in the past four years, but many dealmakers say th
Ukraine, Syria, Moldova, France, Israel, South Korea, the US…. Power is being challenged and redistr
Among his many promises, president-elect Donald Trump is promising to drive down the price of energy
Ruchir Sharma, an investor and frequent contributor to the FT, came out and said it the other day: T
