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Sell America?
With the continuing decline in the price of US Treasuries, Katie, Rob and Aiden take up the debate about the future of America’s status as a truly ex…
11 months, 1 week ago
Nvidia’s bad day
Nvidia shares, along with many others in the tech sector, plunged on Wednesday on news that the Trump administration will be blocking sales of certai…
11 months, 2 weeks ago
Will China back down?
The White House has announced dizzyingly high — and hard-to-follow — tariffs on goods from China. And Beijing has responded. But the real trade war m…
11 months, 2 weeks ago
The real cost of a trade war
Trump folded on Wednesday, reducing his so-called “reciprocal” tariffs across the board, with the notable exception of massive taxes on goods from Ch…
11 months, 3 weeks ago
Surveying the wreckage
As the markets try to absorb and value the announced US tariffs, China has responded with its own levies. Today on the show, Katie Martin and Rob Arm…
11 months, 3 weeks ago
Tariffs up. Markets down
On April 2, in the Rose Garden of the White House, President Donald Trump announced taxes on almost every kind of imported finished goods. Markets pl…
1 year ago
Vibes vs data
Markets, investors and companies are all feeling a little bit jumpy about the state of the economy. Surveys of managers, consumers and investors are…
1 year ago
What does CoreWeave’s IPO say about the market?
CoreWeave’s IPO is one of the odder tech plays to come along in a few years. It buys chips from Nvidia, and rents them out, mainly to Microsoft, but …
1 year ago
Can Trump drive down bond yields?
President Donald Trump has been clear he wants lower interest rates. Cheaper money would goose the market and give the government room to spend. But …
1 year ago
Dour Fed, cheery market
On Wednesday Federal Reserve chair Jay Powell announced that US interest rates would remain unchanged. But the monetary policy committee is clearly w…
1 year ago