cover of episode Looking at 2025

Looking at 2025

2024/11/21
logo of podcast Unhedged

Unhedged

Chapters

The consensus among investment houses and big banks is that America will continue to dominate markets in 2025, driven by Trump's policies and the lack of alternatives globally.
  • Consensus view is that America will continue to lead markets.
  • Trump's policies are expected to suck growth and exports away from the rest of the world.
  • There is uncertainty about the implementation of Trump's policies and their potential impact.

Shownotes Transcript

It is the season for giving and banks are giving us a lot of year-ahead reports. Katie, Robert and Aiden actually read these things, and today on the show they discuss what they’ve learned. It all raises questions about very narrow corporate spreads, an AI bubble and what happens if things go right in the jobs market, or wrong in the Middle East. Also we go long hair products, short turkey and limit long Josh Kushner’s big bet against diversification. 

For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer)

You can email Robert Armstrong at [email protected]) and Katie Martin at [email protected]).  Hosted on Acast. See acast.com/privacy) for more information.