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Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas

Episodes

Total: 152

It is the season for giving and banks are giving us a lot of year-ahead reports. Katie, Robert and A

Opinions are cheap so we’re making it up in volume, with three takes on the future of the economy. T

Angry eruptions in elections around the world are changing leaders. And many of those leaders are co

Each year economists gather in Kilkenny, Ireland for the annual Kilkenomics festival. The guests sha

If Donald Trump’s campaign promises about things such as immigration, the dollar, trade and tax poli

If Donald Trump’s campaign promises about things such as immigration, the dollar, trade and tax poli

It’s election day. Everyone is freaking out. But the prices of some major commodities and indices re

Magnificent 7 report

2024/10/31

The Magnificent 7 make up seven of the eight largest stocks on the S&P 500 and they are reportin

Can Boeing come back?

2024/10/29

It’s been a tough year for Boeing. It started with a door panel falling off of a plane in mid-flight

As betting markets and polls begin tentatively to suggest a Donald Trump election win, yields in 10-

The titans of Wall Street

2024/10/22

Citadel, XTX and Jane Street have come to dominate trading on Wall Street, and not just in equities.

The $2tn man

2024/10/17

Nicolai Tangen oversees Norges Bank Investment Management, also known as Norway’s oil fund. It conta

Are emerging markets back?

2024/10/15

Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying

Eli Lilly’s shares have surged 750 per cent over five years. Novo Nordisk’s are up about 360 per cen

Stocks are flying, rates are plunging, jobs are surging, but everyone says they’re anxious. What is

As the conflict in the Middle East expands to include Lebanon and Iran, markets are responding with

Last week China announced it would be providing low-cost funds to investors in both equities and the

When discussing the economy after the interest rate cuts last week, chair of the US Federal Reserve

As the Federal Reserve starts to lower interest rates, a perennial theory has returned: that small a

In a massive surprise on Wednesday, one of Rob Armstrong’s predictions turned out to be right. The F