logo
episode-header-image
Nov 2021
10 m

Bond investors and central banks

Financial Times
About this episode

Read a transcript of this episode on FT.com

https://www.ft.com/content/d6716d79-4cbd-4955-b07b-64740a4a6d5b


The White House has said Opec+ risks imperilling the global economic recovery by refusing to speed up oil production increases, and SoftBank founder Masayoshi Son is facing pressure to announce a new stock buyback programme next week. Plus, the FT’s markets editor, Katie Martin, explains how inflation has complicated the relationship between markets and central banks. 


30-day free trial of the Moral Money newsletter

http://www.ft.com/cop26podcast


White House says Opec risks imperilling economic recovery - with Derek Brower 

https://www.ft.com/content/4a2fc7b2-c963-4418-9997-d1bf203c3a35


SoftBank under pressure from investors to prop up share price

​​https://www.ft.com/content/d5fe83e9-f663-4cdb-90b6-6663683c6ba1


Global bonds rally strongly after Bank of England leaves investors ‘wrongfooted’ - with Katie Martin 

https://www.ft.com/content/a9c896fc-34a4-44a9-9499-085c3f5c40ec


The FT News Briefing is produced by Fiona Symon and Marc Filippino. The show’s editor is Jess Smith. Additional help by Peter Barber, Gavin Kallmann and Michael Bruning. The show’s theme song is by Metaphor Music. The FT’s global head of audio is Cheryl Brumley.



Hosted on Acast. See acast.com/privacy for more information.

Up next
Today
BCG tries to limit Gaza work fallout
EU negotiators are closing in on a trade deal with Donald Trump that would cement higher tariffs than those granted to the UK, and Boston Consulting Group’s chief executive said the group’s involvement with a postwar plan for Gaza had been “reputationally very damaging”. Plus, Eu ... Show More
10m 31s
Yesterday
Liechtenstein's zombie-trust apocalypse
US President Donald Trump extended tariff deadlines, and Liechtenstein’s trust industry is in a crisis spurred by American sanctions against Russia. Plus, Shein filed for an initial public offering in Hong Kong, and Elon Musk is trying to save Tesla from Trump. Mentioned in this ... Show More
11m 18s
Jul 7
US stocks: rally or overcorrection?
Israeli Prime Minister Benjamin Netanyahu visits Washington DC today to discuss a Gaza ceasefire proposal with US President Donald Trump, and US stocks are booming again despite uncertainty about the wider economy. Plus, Hong Kong’s stock exchange is attracting lots of companies, ... Show More
10m 9s
Recommended Episodes
Aug 2023
The central bankers’ rodeo
The central bankers of the world are just back from Jackson Hole, Wyoming, where they gathered to discuss the global economy. Two new papers dropped at the event, and together they say a lot about what worries policymakers: public debt and the Treasury markets. Also, we go long t ... Show More
17m 43s
Mar 2023
Money Talks: What went wrong at SVB?
Until last week, most people beyond California and the tech world probably hadn’t heard of Silicon Valley Bank, but its swift collapse made headlines across the globe. On this week’s podcast, hosts Alice Fulwood, Tom Lee-Devlin and Mike Bird examine what brought the bank down and ... Show More
44m 13s
Mar 2023
Money Talks: What went wrong at SVB?
Until last week, most people beyond California and the tech world probably hadn’t heard of Silicon Valley Bank, but its swift collapse made headlines across the globe. On this week’s podcast, hosts Alice Fulwood, Tom Lee-Devlin and Mike Bird examine what brought the bank down and ... Show More
44m 13s
Sep 2013
Fallout from no taper, poor Q3 results from investment banks and US money markets' renewed interest in French banks
The banking team discusses the latest evidence of poor third-quarter results from investment banks. Sam Jones, hedge fund correspondent, joins the podcast to look at the Fed’s startling decision not to scale back on QE and whether investors should take central banks’ guidance wit ... Show More
1m 5s
Mar 2023
MM104: Silicon Valley Bank (SVB) contagion fears spark a global banking sell-off
In this episode, we take a look at what exactly happened to SVB and why the collapse in their share price on Thursday rippled through the banking sector resulting in the largest four US banks losing some $47bn of market value in just one day. Was the move justified? Could one of ... Show More
25m 46s
Nov 2022
Money Talks: The new rules of investment
High inflation, amid warnings of a global recession, is forcing investors to tear up the rule book. Since the financial crisis, bonds have been seen as a safe bet—even if they did not promise much of a return. Equity markets, led by soaring tech stocks, were where fortunes were m ... Show More
39m 3s
Mar 2023
MM107: Nasdaq 100 moves back into a bull market!
The Nasdaq 100 Index surged into a new bull market Wednesday for the first time in nearly three years. Technology stocks have outperformed this year as investors speculate that weakening economic data and the risk of a recession, heightened by recent bank stresses, may prompt the ... Show More
44m 22s
Oct 2022
Money Talks: Wall Street's top cop
Gary Gensler has spent just a little over a year and a half as the head of the Securities and Exchange Commission (SEC), America’s top markets regulator. In that time, he’s proposed 40 separate filings for rules, given 60 speeches, and intervened, in sometimes controversial ways, ... Show More
37 m
Sep 2022
Money Talks: The rate shock
The world’s financial markets are going through their most painful adjustment since the global financial crisis. Global stock markets have sold off sharply and bond markets are on course for their worst year since 1949. The British pound briefly fell to its lowest level ever agai ... Show More
33m 51s
Nov 2022
Money Talks: The new rules of investment
High inflation, amid warnings of a global recession, is forcing investors to tear up the rule book. Since the financial crisis, bonds have been seen as a safe bet—even if they did not promise much of a return. Equity markets, led by soaring tech stocks, were where fortunes were m ... Show More
39m 3s