logo
episode-header-image
Feb 2025
19m 51s

Will Trump’s tariffs make Europe great a...

Financial Times & Pushkin Industries
About this episode

European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joins Katie Martin to discuss why investors are finally looking beyond US stocks and why Donald Trump’s policies could accidentally benefit global exporters. Also, we go short posthumous publishing and 24-hour stock trading. 


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


You can email Robert Armstrong and Katie Martin at unhedged@ft.com.


Read a transcript of this episode on FT.com



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

Up next
Today
AI peak is peak AI
Is AI making everybody richer? Or just more entangled in each others’ business? Today on the show, Rob Armstrong and Lex editor John Foley try to untangle the growing web of companies investing in each other. Also they go long steak and long cocoa. For a free 30-day trial to the ... Show More
21m 9s
Today
Introducing Untold: Toxic Legacy
Introducing Toxic Legacy, a new season of Untold from the Financial Times. Host Laura Hughes uncovers a lead poisoning epidemic across the UK. You might be living with lead and not know it: the toxin is often invisible to the human eye, but wreaks havoc on our bodies once we’re e ... Show More
2m 16s
Oct 7
Gold Now! Gold Forever! Only Gold! Gold! Gold!
Gold keeps hitting all-time highs, and no sober talk about speculation or productivity has stopped it. Today on the show, Rob Armstrong and Katie Martin take stock of the frenzy. Also they go short the yen and long Japanese stocks. For a free 30-day trial to the Unhedged newslett ... Show More
19m 55s
Recommended Episodes
Dec 2024
Amazon, Meta back Trump inauguration
Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. Department of Energy. (01:47) RH soars after saying it defied the worst housing market in 30 years. (02:44) Episode transcripts se ... Show More
6m 8s
Apr 2025
How Italy could decide the EU’s response to tariffs
The UK plans to introduce a lighter regulatory regime for private equity and hedge funds, and Italy may block an EU plan to respond to US President Donald Trump’s tariffs. Plus, popular ‘private browsing’ apps hosted by Apple and Google may violate American sanctions, and the tra ... Show More
10m 36s
May 2025
US stocks make full recovery
OpenAI will remain under the control of the group’s non-profit arm, US stocks have wiped out the steep losses that followed US President Donald Trump’s tariff announcement, and the Bank of England is expected to cut interest rates on Tuesday. Plus, Meta’s AI ambitions face a lega ... Show More
10m 15s
Mar 2025
Swamp Notes: Why Trump may want a weaker dollar
This week, the value of the American dollar continued to decline. The plunge has been attributed to market volatility over President Donald Trump’s on-again, off-again tariffs. But there are some on Trump’s economic team who have floated wanting to weaken the dollar intentionally ... Show More
17m 36s
Mar 2025
Tariff uncertainty continues market volatility
Donald Trump’s crypto project made at least $350mn from the launch of his memecoin, and FT markets columnist Katie Martin unpacks the week in markets. The European Central Bank cut interest rates to 2.5 per cent yesterday, plus EU leaders held an emergency summit to talk about de ... Show More
11m 29s
Feb 2025
Trump Plans to Impose 25% Tariffs on Steel, Aluminum Imports
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Metals & Mining Reporter Joe Deaux discusses President Trump's plans to impose 25% tariffs on all US imports of steel and aluminum, applying to shipments from all countries, including major suppl ... Show More
43m 49s
Sep 5
Bond investors are counting on US tariff revenues
US President Donald Trump’s nominee to join the Federal Reserve has vowed to uphold central bank independence, bond traders are banking on revenue from Trump’s tariffs to bolster US public finances, and Nasdaq is trying to combat a number of suspected “pump and dump” scams. Plus, ... Show More
12m 20s
Feb 2025
Commercial real estate crawls back
US president Donald Trump’s tariffs on Mexico and Canada are paused for now, commercial property investment is starting to recover from a two-year slump, and Eurozone inflation unexpectedly ticked up in January. Plus, the French AI company Mistral was supposed to be Europe’s answ ... Show More
10m 42s
Feb 2025
What’s News in Markets: Tariff Worries, Amazon’s AI Bet, Mattel Climbs
Which companies dropped on concerns about tariffs? And why did Amazon’s forecast worry investors? Plus, what drove gains in Barbie maker Mattel’s shares? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free ... Show More
5m 35s