Katie Martin

Tuesday, 12 September, 2023

Unhedged podcast15 min listen

A tale of two housing markets

Why are the UK and US housing markets going in opposite directions?

Saturday, 9 September, 2023

National Bank of Poland

Polish zloty’s fall highlights tricky balancing act of central banks

Sell-off may serve as a warning to those considering interest rate cuts while inflation remains high

Friday, 8 September, 2023

The Long ViewMarkets

Inflation can still shake markets out of their peak Goldilocks vibe

Suddenly investors are finding it easier to rattle off reasons for caution

Tuesday, 5 September, 2023

Unhedged podcast16 min listen

Good job numbers and a bad attitude

Employment numbers came in just right last week, so what are we worried about?

Friday, 4 August, 2023

Equities

‘A soft landing is still a landing’: stock pullback clouds market optimism

Rising bond yields and nerves over US downgrade knock global equities as volatility returns

Tuesday, 1 August, 2023

Unhedged podcast17 min listen

The case for a soft landing

Can the Federal Reserve bring down inflation without crashing the US economy?

Monday, 31 July, 2023

Japanese government bonds

Investment flows poised for historic shift after ‘giant leap’ by BoJ

Long-dated bond yields jump to 9-year high as analysts hail ‘de facto abolishment’ of trading cap

Friday, 28 July, 2023

The Long ViewCapital markets

It’s Barbie time — the golden age of doing nothing

It might not be a fancy strategy, but the markets mean relaxing on the sun lounger is the wise thing to do

Wednesday, 26 July, 2023

News in-depthInsider trading

Joe Lewis, the British billionaire facing US insider trading charges

Former FX trader and majority owner of Tottenham Hotspur is accused of feeding information to friends, partners and personal pilots

Wednesday, 26 July, 2023

News in-depthBank of Japan

Investment banks warn investors of potential BoJ surprise

Prominent institutions say the central bank might well tweak policy of buying bonds to depress yields

Tuesday, 25 July, 2023

Unhedged podcast16 min listen

Big week for central banks

This week the US, EU and Japan will announce their rates. How will markets respond?

Friday, 21 July, 2023

The Long ViewUK equities

The UK may still make it to this year’s stock market party

Economic prospects look bleak but tamer inflation data has made a difference

Thursday, 20 July, 2023

FT News Briefing podcast10 min listen

Signs of a UK inflation cool-down

A crackdown on password sharing helped Netflix add nearly 6mn subscribers

Tuesday, 18 July, 2023

Unhedged podcast14 min listen

Getting inflation wrong

Inflation just plunged to an almost normal 3%. Is it time to be happy?

Tuesday, 18 July, 2023

Gilts

Big investors steer clear of gilts as high UK inflation lingers

Government borrowing costs have risen well above those of other developed economies

Friday, 14 July, 2023

The Long ViewMarkets

Admit it, markets are in a sweet spot

Lighter inflation makes life awkward for the pessimists

Tuesday, 11 July, 2023

Unhedged podcast16 min listen

Why the bond market matters now

Debt has always been the biggest market, but now it’s getting the most attention, too

Sunday, 2 July, 2023

Global inflation

Bond fund giant Pimco prepares for ‘harder landing’ for global economy

CIO Daniel Ivascyn says the market is ‘too confident in the quality of central bank decisions’

Friday, 30 June, 2023

The Long ViewAsset allocation

Cash is no longer trash for investors

Attractive yields make the case for building a savings pot for future bargains

Friday, 30 June, 2023

Asia-Pacific equities

Foreign investors pile into Japan’s stock rally

Big foreign fund managers including BlackRock have helped Japanese equities to strongest first half in a decade

Tuesday, 27 June, 2023

ReviewNon-Fiction

Chaos Kings — the traders who make fortunes from disaster

Scott Patterson’s engaging book delves into the world of ‘Black Swan’ financiers

Friday, 23 June, 2023

The Long ViewAsset allocation

Taxi test for bonds signals end of the ‘Tina’ era

Mantra of ‘There Is No Alternative to equities’ fades as fixed income rises in popularity

Friday, 16 June, 2023

The Long ViewMarkets

Stock market scramble has left investors skittish despite rally

Never underestimate how far fund managers will go to avoid looking daft in front of their boss

Friday, 16 June, 2023

FT News Briefing podcast12 min listen

Central banks all over the place

Saudi Arabia spends billions in drive to dominate global games industry

Thursday, 15 June, 2023

Unhedged podcast14 min listen

Where’s the recession?

The US economy remains confusing.

Katie Martin

Markets editor and columnist

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