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.
Anthropic’s upcoming IPO presents a significant valuation conundrum, as the company’s nearly 1,400% year-on-year revenue growth renders historical financial data in its S1 filing largely obsolete. Beyond the numbers, the firm’s status as a public benefit corporation introduces a unique governance structure, pitting sev...
The US government bond market is experiencing significant turbulence, with 10-year yields surging past 5% due to a combination of aggressive fiscal spending, persistent inflation, and robust economic growth. This rapid repricing reflects market anxiety over the US government's reliance on short-term debt, which now fac...
A massive pump-and-dump scheme in the Turkish stock market has collapsed, exposing systemic vulnerabilities and causing significant retail investor losses. Orchestrated by investment funds using coordinated trading to artificially inflate share prices, the bubble burst after regulators tightened rules in August, trigge...
The Federal Reserve’s decision to raise interest rates by a quarter percentage point marks a return to conventional monetary policy, signaling a firm commitment to curbing high inflation despite external political pressure. This unanimous vote, accompanied by a hawkish outlook in the committee's economic projections, r...
Recent warnings from AI industry leaders regarding the existential risks of recursive self-improvement have sparked debate over whether these calls for a development pause are genuine or a strategic deflection of accountability. By framing these risks as collective problems for governments and society, industry leaders...
Rising oil prices and aggressive currency interventions are currently driving significant volatility across global markets. Brent crude has climbed to $105 per barrel amid escalating US-Iran tensions, fueling concerns over persistent inflation and potential economic strain. Simultaneously, Treasury Secretary Scott Bess...
US market dominance faces mounting pressure from unsustainable government and corporate debt levels, challenging the long-held assumption of American financial safety. While the US economy remains robust, as evidenced by strong payroll data, institutional credibility is wavering; the Dutch Central Bank’s decision to re...
The recent Jackson Hole gathering of global central bankers highlighted a critical disconnect between Federal Reserve policy and volatile bond markets. While new Fed chair Kevin Warsh clarified his commitment to a firm inflation target and signaled a hawkish trajectory for interest rates, bond markets remain under sign...
Trade negotiations between the United States and Canada have collapsed, marking a significant escalation in bilateral tensions. The breakdown stems from a series of aggressive and often contradictory US demands, including restrictions on French-language documentation and control over critical mineral supplies. These ac...
The U.S. bond market faces significant volatility as Treasury Secretary Scott Bessent attempts to suppress rising long-term yields through aggressive buybacks and currency interventions. These actions, intended to signal strength, are instead being perceived by investors as desperate measures to mask unsustainable fisc...
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