This week's US inflation numbers came in and they’ve remained higher for longer than many expected, or wanted. How does this change the Federal Reserve’s outlook and will the US stock market respond or continue its jaunty ascent? Today on the show Katie Martin and Robert Armstrong unpack the numbers. Also, we go long UK pasty purveyor Greggs and short Tesla.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
Who killed Red Lobster?
Where’s the commercial property meltdown?
The cocoa boom
Bridgewater’s new boss
GameStop again?
The fight for Paramount
What’s next for Warren Buffett
Is Fed policy working?
Why the US dollar is the world’s problem
Bonus: The fraudster's guide to magic money with Tim Harford
The diamond market disrupted
Active changes to passive indices
How oil got to $90 a barrel
High interest rate anxiety
Shopify vs Amazon
Should we worry about private credit?
Rethinking Tesla and Apple
Navigating the next super cycle
Wall Street bets on Reddit
The great British bargain show
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast