FT Live Unhedged: the Trump effect on markets
With Donald Trump back in the White House, markets are moving fast. From trade wars to tax cuts, deregulation to Fed policy, investors are scrambling to adjust their initial expectations of a golden age under a second Trump presidency.
The webinar exclusively for FT subscribers took place on Wednesday 23 April 13:00-14:00 UK time in partnership with the Unhedged podcast and newsletter.
The FT’s Unhedged experts, Robert Armstrong, Aidan Reiter, and Katie Martin, US economics editor Claire Jones, and FT Alphaville editor Robin Wigglesworth broke down:
How Trump’s policies are reshaping markets the world over
Which sectors are thriving—and which are under pressure?
Where are the safe havens?
Is the ‘Trump put’ dead?
Is there a "Fed put"?
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In the Unhedged podcast, 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 on Acast, Apple Podcasts, Pocket Casts or Spotify.
In the Unhedged newsletter, Robert Armstrong dissects the most important market trends and discusses how Wall Street's best minds respond to them. Delivered to the inboxes of premium FT subscribers every weekday.
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