The beatings will continue until markets improve
President Donald Trump’s abandonment of Ukraine has been a great success … for European defence companies. Meanwhile, traders are selling American defence contractors, and the US market is sluggish. Now the president is threatening huge tariffs on Europe. Today on the show, Rob Armstrong and Aiden Reiter struggle to understand what the Trump administration actually wants and how far the American exceptionalism trade can really go. Also we go long the dollar and long the Oscars.
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Read a transcript of this episode on FT.com
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Unhedged
Katie Martin, Robert Armstrong 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/privacy for more information.
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