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With Donald Trump again within the White Home, markets are shifting quick. From commerce wars to tax cuts, deregulation to Fed coverage, traders are scrambling to regulate their preliminary expectations of a golden age below a second Trump presidency.
To debate the Trump impact on markets FT subscribers joined an unique webinar with FT journalists, staged by FT Stay in partnership with the Unhedged podcast and publication.
The Unhedged duo, Robert Armstrong and Aidan Reiter, markets columnist Katie Martin, US economics editor Claire Jones and FT Alphaville editor Robin Wigglesworth tackled viewers questions on the next subjects and extra:
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How Trump’s insurance policies are reshaping markets the world over
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The place are the havens and what are various investments to US bonds and equities?
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Whither the greenback?
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Will there be a recession, and in that case, what sort of recession?
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Do markets care about assaults on democracy and the rule of legislation?
Within the Unhedged podcast, Katie Martin, Robert Armstrong and different markets nerds on the Monetary Occasions clarify the large concepts behind what’s taking place in finance proper now. Each Tuesday and Thursday on Acast, Apple Podcasts, Pocket Casts or Spotify.
Within the Unhedged newsletter, Robert Armstrong dissects a very powerful market developments and discusses how Wall Road’s finest minds reply to them. Delivered to the inboxes of premium FT subscribers each weekday.