16 min listen
How high, and for how long?
FromUnhedged
ratings:
Length:
17 minutes
Released:
Sep 28, 2023
Format:
Podcast episode
Description
The markets tried denying that the Federal Reserve really would keep rates “higher for longer”. But in the past week, equities and debt finally seemed to accept that high interest rates are here to stay. That means changes in the prices of assets, but it also has a lot of implications for everyone from tech start-ups to small countries with big loans. Today on the show, we try to think about the new world of high interest rates. Also, we go short small cap stocks and long London’s grocery stores. For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferFollow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X, formerly Twitter. You can email Ethan at ethan.wu@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Released:
Sep 28, 2023
Format:
Podcast episode
Titles in the series (100)
Why the bond market matters now: Debt has always been the biggest market, but now it’s getting the most attention, too. by Unhedged