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 on Acast, Apple Podcasts, Pocket Casts or Spotify.
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New policies haven’t put a brake on stock prices . . . yet
While equities soar, the US dollar plunges
Can Europe finally unite its finances?
War, tariffs, high interest rates, etc. Why don’t markets care?
Jay Powell has nearly a year left. Let the jockeying begin
How management missteps hurt LVMH’s wine and spirits business
Iran is a major oil producer. Will the recent conflict push the price higher?
Ticking through the factors that drive the electric-car maker’s stock price
Check-out time TBD
How the US retailer is growing, without hiring more people
What’s behind the best month for US equities in a year?
What happened when a journalist asked President Donald Trump about chickening out
Will the bond market rein in US federal spending?
Special purpose acquisition companies are back and booming
Tiny stocks are rushing to list on US exchanges. Why?
What exactly did Donald Trump and Keir Starmer agree?
Moderate inflation and tariffs seem to lift markets
What will happen to America’s most famous conglomerate?
Money managers may be slowly moving assets out of the US
Why a surge in imports decimated the first-quarter GDP
Will empty containers mean empty shelves?
Have the titans of the market turned on Trump?
Traders seem to be betting that the US isn’t special anymore
Restrictions on sales to China bring down Nvidia and raise questions about tech
Beijing may have more leverage than President Donald Trump thought
