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 China. Today on the show, Rob Armstrong and Katie Mar...
10 Apr 202521min
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 Armstrong sum up the old bad news, add it to the new b...
8 Apr 202522min
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 plunged as traders fled equities, and even the dollar...
3 Apr 202523min
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 all grim. Today on the show, Rob Armstrong and Aide...
1 Apr 202524min
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 also to Nvidia. Today on the show, Rob Armstrong ge...
27 Mar 202524min
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 interest rates haven’t exactly been co-operating. T...
25 Mar 202523min
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 worried that tariffs might slow growth and increase ...
20 Mar 202523min
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 as Poland, Germany, Spain and Portugal. Today on the...
18 Mar 202531min
