Player FMアプリでオフラインにしPlayer FMう!
The Trump trade
Manage episode 430422807 series 3483934
As the election nears, Wall Street is starting to talk more about what a bet on a second Trump presidency might look like. Today on the show, we cover possible outcomes for inflation, long-term bond yields, currency manipulation, corporate taxes, protectionism, isolationism, threats to the independence of the Federal Reserve and even the rally in small-cap stocks. Also we go long sterling and short the Russell 2000.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
130 つのエピソード
Manage episode 430422807 series 3483934
As the election nears, Wall Street is starting to talk more about what a bet on a second Trump presidency might look like. Today on the show, we cover possible outcomes for inflation, long-term bond yields, currency manipulation, corporate taxes, protectionism, isolationism, threats to the independence of the Federal Reserve and even the rally in small-cap stocks. Also we go long sterling and short the Russell 2000.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
130 つのエピソード
Semua episode
×プレーヤーFMへようこそ!
Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。 これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。 全ての端末で購読を同期するためにサインアップしてください。