Vibrational movements in the market
02/25/25 • 21 min
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Have the vibes shifted? Slowing growth and stubborn inflation seem to be putting a chill on a once exuberant market. Today on the show, Rob Armstrong and Aiden Reiter ask if this all adds up to “stagflation”, one of the scariest words in the economic lexicon. Also they go short US defence stocks.
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.
Have the vibes shifted? Slowing growth and stubborn inflation seem to be putting a chill on a once exuberant market. Today on the show, Rob Armstrong and Aiden Reiter ask if this all adds up to “stagflation”, one of the scariest words in the economic lexicon. Also they go short US defence stocks.
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.
Previous Episode
Is the IPO market broken?
The markets are booming but there are fewer and fewer new entrants. And they don’t seem to be exciting to investors. Today on the show, Katie Martin and Aiden Reiter talk with Jenn Hughes about her latest newsletter on the weak IPO market. Also they go long the 10-year treasury and short the Treasury secretary’s plans to “monetize” the federal balance sheet.
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.
Next Episode
The beatings will continue until markets improve
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.
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