Will commercial real estate hurt regional ban...

In the past decade China has transformed itself into a high-value producer of sophisticated goods, threatening jobs in Europe and the rest of Asia. Today on the show, the FT’s Beijing bureau chief Joe Leahy joins Katie Martin and Rob Armstrong to discuss his three-part series on ...  Show more

Today on the show, Rob Armstrong reports from the FT Commodities Global Summit 2026, where hundreds of traders gathered to share war stories about one of the wildest markets in decades. Also, they go long volatility and long honesty about plans to control the world. For a free 30 ...  Show more

Dan McNamara, veteran commercial MBS trader and founder of Polpo Capital, joins Forward Guidance to argue that the commercial real estate (CRE) default cycle has only just begun. McNamara notes that the fall of Silicon Valley Bank (SVB) and Signature Bank is causing regional bank ...  Show more

The U.S. added 311,000 jobs in February while unemployment rose from 3.4% to 3.6%. That quickly became background noise though, as trouble in the banking sector sparked a massive selloff in yields. It didn’t take long for U.S. equities to follow suit. Ash Bennington is joined by ...  Show more

In this episode, we take a look at what exactly happened to SVB and why the collapse in their share price on Thursday rippled through the banking sector resulting in the largest four US banks losing some $47bn of market value in just one day.

Was the move justified? ...

Episode 266: Neal and Toby discuss the landmark US Supreme Court case that will debate the first amendment vs controlling what you see on social media. Next up, a breakdown of Warren Buffett's annual letter to investors and how one man overheard his wife's conversations while wor ...  Show more