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How will Europe pay for its new weapons?
As the US retreats from global commitments, Europe is re-arming. That will change the maths for companies and debt loads, in countries as different a…
1 year ago
Make America Gyrate Again
As Donald Trump continues to upend the US economy with a bizarre series of tariff announcements and reversals, Katie Martin and Rob Armstrong head to…
1 year ago
The case for China
Investors have long been wary of China, piling into US markets, no matter what the climate. But is that changing? Today on the show, Rob Armstrong an…
1 year ago
Trump dump?
The president proposes and the markets dispose … of recent gains. Tariffs, deportations, budget cuts, political isolation and other “exciting” new pl…
1 year ago
Can the Fed stay independent?
President Donald Trump has loudly proclaimed his desire for lower interest rates. Jay Powell, chair of the Federal Reserve, responding to persistent …
1 year ago
The beatings will continue until markets improve
President Donald Trump’s abandonment of Ukraine has been a great success … for European defence companies. Meanwhile, traders are selling American de…
1 year, 1 month ago
Vibrational movements in the market
Have the vibes shifted? Slowing growth and stubborn inflation seem to be putting a chill on a once exuberant market. Today on the show, Rob Armstrong…
1 year, 1 month ago
Is the IPO market broken?
The markets are booming but there are fewer and fewer new entrants. And they don’t seem to be exciting to investors. Today on the show, Katie Martin …
1 year, 1 month ago
Pros and cons of a US sovereign wealth fund
Donald Trump and his Treasury secretary have signaled their support for a sovereign wealth fund. Joe Biden and Kamala Harris also discussed it. But i…
1 year, 1 month ago
The other side of trade
Coverage of President Donald Trump’s tariffs tends to focus on their effect on American consumers. That’s important, but it’s only half the story, or…
1 year, 1 month ago