Katie Martin

Justin Wolfers, University of Michigan economist studying macro risks; Katie Martin, Financial Times markets columnist focused on bonds and flows. They unpack odd market reactions to the Iran war, why bond moves signal inflation fears, how markets act as forward-looking news aggregators, scenarios from mild oil blips to severe supply shocks, and the wider fiscal and political risks that could reshape investor behavior.

Katie Martin, Financial Times markets columnist and editorial board member, parses market rotation, AI hype, and geopolitical shocks. She unpacks why Europe and Asia have outperformed the US, explains why Japan’s bond moves matter globally, and debates whether AI will trigger job losses or a tech valuation reset.

Katie Martin, a markets columnist and co-host of the Unhedged podcast, teams up with Chris Giles, author of the Central Banks newsletter, to discuss Trump's upcoming 100 days in office. They explore how markets are reacting post-'liberation day' and the potential fallout from the nearing end of the 90-day tariff pause. The duo dives into the impact of inflation on voter sentiment and Trump's political strategy as the midterms approach. They even lighten the mood by sharing personal escapes like gardening and football, adding a touch of nostalgia.

Katie Martin, FT markets columnist, and Alan Beattie, FT trade writer, unpack how Trump’s Iran threats rattled stocks, bonds and oil. They track Treasury market strain, stagflation fears and investors running out of safe havens. Then Beattie maps how tariff chaos whipsawed trading partners, rerouted global commerce and why trade barriers may stick.

This engaging discussion features Gillian Tett, a seasoned economics commentator, and Katie Martin, a financial market expert. They delve into the recent decline of the U.S. dollar and how market volatility, influenced by unpredictable policies, may be a strategic move by Trump's team. Together, they explore the implications of a weaker dollar, potential benefits for the U.S. economy, and how investor uncertainty reshapes financial behavior. They also touch on intriguing global financial stories, connecting local events to broader economic trends.

Katie Martin, an FT markets columnist, breaks down the wild ride of tech stocks post-Nvidia earnings, highlighting investor caution amid the volatility. She discusses the mixed September jobs report and its implications for the Federal Reserve. Meanwhile, Chris Miller, FT's chief Ukraine correspondent, shares insights on a controversial US-backed peace plan for Ukraine, examining its diplomatic complexities and likely rejection by Ukraine. The duo also looks ahead to the G20 conference's potential tensions, especially following Trump's boycott.

Katie Martin, FT markets columnist and host of the Unhedged podcast, dives into the high-stakes peace talks between Trump and Zelenskyy, emphasizing the unresolved territorial disputes that hinder progress. She predicts the bond market's resilience, discussing how it avoided disaster in 2025 thanks to strategic moves and tariff changes. Martin also analyzes potential risks from Fed leadership changes and the UK's gilt market dynamics, and ultimately reassures listeners that while 2026 might bring challenges, the bond market is likely to hold steady.

Simon French, Chief Economist at Panmure Liberum, and Katie Martin, Markets columnist at the Financial Times, dive into the booming stock market driven by AI excitement. They discuss the $28–30 trillion rally, the challenges of identifying AI stocks, and the alarming historical valuations reminiscent of the dot-com era. Katie highlights the concentration of power in the 'Magnificent Seven' tech giants, raising single-point failure risks. Both experts caution on the parallels with past market bubbles, urging careful risk management as warning signals intensify.

Katie Martin, FT markets columnist who tracks oil, stocks and bond reactions. Abigail Hauslohner, FT foreign affairs correspondent focused on U.S.–Iran tensions and Middle East strategy. They discuss U.S. troop movements to the Gulf. They unpack how oil and markets respond to presidential messaging. They explore strategic choke points like Khark Island and how market moves can change political options.

Katie Martin, a renowned markets columnist at the Financial Times, joins a discussion on the recent market chaos triggered by Donald Trump’s tariff announcements. The conversation delves into the ripple effects on U.S. stock prices and government bonds, as well as the complexities facing the UK in trade relations amid a global trade war. Additionally, the panel navigates the evolving political landscape, touching on the Tory party's internal struggles and the influence of rising right-wing parties, all while assessing the shifting focus towards UK and European markets.