Dec 18

Three numbers that matter

Today on the show, Katie Martin and Rob Armstrong take a look at some revealing numbers about jobs, inflation and borrowing against the Treasuries market. Also they go short “funny” videos from private equity and short Wham! For a free 30-day trial to the Unhedged newsletter go t ... Show More

17m 2s

Dec 16

Gold, silver and crypto

Silver is on a tear this year, outperforming gold and even crypto. Today on the show, Rob Armstrong and Katie Martin look at the markets for substitutes for fiat currency. Also they go long the Christmas goose, and long sweet pastry. For a free 30-day trial to the Unhedged newsle ... Show More

22m 48s

Dec 11

Can 2026 match 2025?

What went right in 2025? What could go wrong in 2026? Recorded last week for the FT’s digital conference The Global Boardroom, Katie Martin and Rob Armstrong talk with Ian Smith, the FT’s senior markets correspondent, about the incredible resilience of the US stock market, and th ... Show More

37m 19s

Oct 13

What’s up with the US economy? With Austan Goolsbee

Austan Goolsbee, president of the Federal Reserve Bank of Chicago and a voter on the Fed’s interest rate-setting committee, speaks to the FT’s economics commentator Chris Giles about the outlook for the US economy amid a boom in AI investment, sluggish hiring, President Donald Tr ... Show More

24m 57s

Apr 2025

Swamp Notes: The Federal Reserve’s tariff dilemma

<p>US President Donald Trump’s global trade war has made a mess for the Federal Reserve. Despite an encouraging US consumer price index report this week, there are major concerns about the inflationary nature of Trump’s tariffs. Meanwhile, the Fed has cut growth forecasts. And if ... Show More

17m 49s

Aug 2025

Unhedged: The Fed under attack

This week we're sharing an episode from, Unhedged, another podcast from the FT network.The annual meeting of central bankers in Jackson Hole, Wyoming, is supposed to be an intellectual retreat. Instead, it was overshadowed by personal and political attacks on US Federal Reserve b ... Show More

20m 37s

Jul 2025

US investment banking is so back

Donald Trump asked lawmakers whether he should fire Federal Reserve chair Jay Powell, and Wall Street saw a surprise comeback in investment banking fees. Plus, the UK’s inflation rate rose higher than expected last month, and yields on Japan’s 10-year government debt jumped ahead ... Show More

11m 7s

Jun 2025

San Francisco Fed President Mary Daly Talks Interest Rates, Inflation, Tariff Impact

Federal Reserve Bank of San Francisco President Mary Daly says tariffs may not lead to a large or sustained inflation surge. She also says her view remains that there could be an interest rate cut in the fall. Daly says monetary policy is in a "good place." She is joined by Bloom ... Show More

9m 20s

Sep 17

Fed Cuts Rates by Quarter-Point; Powell Cites Weakness in Jobs

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Federal Reserve officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House to slash borr ... Show More

39m 20s

Aug 2020

Powell Speaks, Investors Listen, Historic Monetary Policy Changes, Breaking News on TikTok As its CEO Announces He’s Leaving the Company, Abbott Labs Gets FDA Approval for Rapid COVID-19 Test

<p>Carl Quintanilla, Jim Cramer and David Faber digest comments from Federal Reserve Chairman Jerome Powell. The Fed Chair presenting at the virtual Jackson Hole summit and announcing a major policy shift to “average inflation targeting.” The central bank will be more inclined to ... Show More

57m 28s

Aug 2024

The Fed Makes Its Biggest Mistake Yet - Ep 976

Market Turmoil, Political Drama, and Economic ForecastsPeter delves into a tumultuous week in the markets and politics. He covers key events including Jerome Powell's Jackson Hole speech and its implications for interest rate cuts, the Democratic National Convention, and Robert K ... Show More

55m 3s

Jun 2024

Are we getting inflation right? With Neel Kashkari

<p>Today on the show Soumaya Keynes talks about macroeconomic mistakes and the interest rate outlook with Neel Kashkari, president of the Federal Reserve Bank of Minneapolis. FT economics commentator Chris Giles joins them to discuss what the Fed got right and wrong abo ... Show More

25m 57s

Jun 2025

Tudor Investment CEO Paul Tudor Jones Talks Next Fed Chair Should Be 'Uber Dovish'

Billionaire investor Paul Tudor Jones said President Donald Trump is likely to appoint an “uber dovish” Federal Reserve chair to accommodate his growth agenda, adding he thinks US Treasury Secretary Scott Bessent would be his likely pick when Jerome Powell’s term ends. Jones, Tud ... Show More

26m 33s

Can the Fed stay independent?