logo
episode-header-image
Nov 2024
19m 55s

Do the markets even care about the US el...

Financial Times & Pushkin Industries
About this episode

It’s election day. Everyone is freaking out. But the prices of some major commodities and indices remain stoically calm. We investigate. Also, we go long nuclear power, long bees and limit long a squirrel named Peanut.


For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer

You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com


Read a transcript of this episode on FT.com


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

Up next
Jul 7
Software stocks got crushed. Did they have it coming?
The index of big US software groups has fallen by about 20 percent over the past year, as investors worry that AI will make software businesses obsolete. Today on the show, Rob Armstrong and Katie Martin make the case that enterprise software isn’t going anywhere. Also on the sho ... Show More
20m 28s
Jul 2
Halftime for the markets
We’re halfway through the year and the markets are thriving but look different than they did six months ago. The Magnificent Seven are struggling, while chip makers are soaring. Inflation is up but wages are stalling. Today on the show, Katie Martin and Rob Armstrong try to figur ... Show More
22m 49s
Jun 30
New UK prime minister, same bond market
The UK is changing leadership. Again. But what will this mean for the economy and for Britain’s debt market? Today on the show, Rob Armstrong speaks with senior markets correspondent Ian Smith about what is going wrong in the UK and whether a new leader can fix it. Also they go l ... Show More
20m 52s
Recommended Episodes
Nov 2024
It’s US election day
<p>While it's still anyone's guess who will become the next US President, some currency analysts took the latest polls favouring Kamala Harris to unwind some of their 'Trump trades' by selling the US dollar. US equities saw some volatility yesterday, but safe-haven US Treasuries ... Show More
12m 29s
Oct 2024
US politics heating up
<p>As investors grapple with the implications of an ‘earnings yield inversion’, where the S&amp;P 500 Index yields more than 10-year US Treasuries, US equities took a breather yesterday from last week’s gains. Meanwhile, Asia is seeing its busiest IPO week in more than two years, ... Show More
13m 43s
Sep 2024
US Markets Wrap: Election Impact On Markets & Jitters Around US Non Farm Payrolls
Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on how the US Presidential Election will impact credit markets, whether the ‘Trump trade’ is over and if we will see a ‘Harris’ trade, as well as sentiments surrounding the US non-farm payroll ... Show More
8m 38s
Oct 2024
Don't Short America
Please join Moe & Javaid as they navigate the turbulent waters of the markets just one week before the general election. In this episode, they'll explore how the upcoming election could introduce unexpected twists and turns for investors. With historical trends suggesting that ma ... Show More
38m 52s
Nov 2024
What to expect on US election night
<p>The dollar weakened on Monday as global markets reined in their bets on a victory for Donald Trump in the US presidential election, and the Financial Times’ James Politi explains what to look out for as results trickle in. Plus, Spain’s prime minister is facing political backl ... Show More
11m 22s
Oct 2024
Spotlight on the US Elections
Three big things you need to know: First, our survey results, which are bottom-up in nature and driven by domestic policy views, imply that the event is relevant to US equity markets, but perhaps less so than some market participants may believe. For our US analysts, a Republican ... Show More
6m 30s
Nov 2024
US futures flat ahead of U.S. presidential election
<p>The dollar dips with futures relatively flat as a surprise poll puts Kamala Harris ahead in the Republican-leading state of Iowa. National polling still places both candidates neck-and-neck. Berkshire Hathaway continues to dial down its stakes in Apple and BofA, boosting its c ... Show More
27m 14s
Nov 2024
Equities are taking a breather
<p>Following a strong start to the week, markets took a step back yesterday as investors continued to digest the implications of the US election outcome. With key events on the horizon – including a slew of earnings reports and the release of US inflation data later today – trade ... Show More
16m 11s