Unhedged

Financial Times & Pushkin Industries•shows.acast.com

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.

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Episodes

Surveying the wreckage

As the markets try to absorb and value the announced US tariffs, China has responded with  its own levies. Today on the show, Katie Martin and Rob Armstrong sum up the old bad news, add it to the new bad news, and divide it by the good news. The result isn’t pretty. Also they go long patience and short buying the dip.  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 unhedged@ft.com . Hosted ...

Apr 08, 2025•23 min

Tariffs up. Markets down

On April 2, in the Rose Garden of the White House, President Donald Trump announced taxes on almost every kind of imported finished goods. Markets plunged as traders fled equities, and even the dollar weakened. Today on the show, Rob Armstrong and Aiden Reiter go over the tariffs and discuss how they will make it harder for American companies to make money. Also they go long TIPS, and short the fortunes of the American consumer, who will have to pay for all these new levies.  For a free 30-...

Apr 03, 2025•24 min