Will empty offices hurt the US economy?
The persistence of working from home, the rise in interest rates, and job cuts in finance and tech all spell trouble for the owners of office buildings. How bad will it get? And will the troubles in c...
29 Juni 202313min
Does Japan’s stock market rally have legs?
Japanese stocks have been on a tear this year. There are a few reasons for this: Japan looks better than lots of other places, Japanese monetary policy is giving stocks a boost, and its corporate gove...
27 Juni 202315min
What’s going on with car insurance?
Car insurance costs in the US have shot up by 23% in the past 18 months, dwarfing the overall rise in inflation. What exactly is happening? And what lessons can be learnt? We discuss how idiosyncratic...
22 Juni 202314min
Why investors hate this bull market
On paper, it’s a strong market. The S&P 500 is up more than 14 per cent this year. But for professional investors, it’s confusing. Most of the gains are driven by just seven stocks, all big tech n...
21 Juni 202316min
Is crypto a security, bro?
Crypto is at a crossroads. As exchanges and currencies blow up, the US Securities and Exchange Commission is ready to step in. But is crypto a security, like a stock? Or a tradable item of speculation...
15 Juni 202315min
Where’s the recession?
The US economy remains confusing. Markets continue to predict a slowdown but unemployment remains low. Today on the show, we try to figure out what job numbers, manufacturing and credit can tell us ab...
13 Juni 202314min
Introducing Unhedged
Ethan Wu, Katie Martin and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday. Hosted on Acast. See acast.com/pr...
6 Juni 202358s
