The other side of trade

US Treasury secretary Scott Bessent cowed currency traders this week by claiming anyone shorting the yen was betting against “the house”. But he has failed to will US government borrowing costs lower, while his boss has failed to will the Strait of Hormuz open again. As Brent cru ...  Show more

Katie called it – so she claims. There are signs that foreign investors may be losing trust in US assets. This has been the source of a running debate between the hosts Katie Martin and Rob Armstrong on this podcast, and Rob finally concedes she may have a point. Awkwardly for hi ...  Show more

Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30)   Show Notes Earnings Calendar Most liquid stocks Least liquid stocks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsle ...  Show more

As Donald Trump’s sweeping tariffs take effect, our correspondent explains how one of America’s <a href="https://www.economist.com/business/2025/04/04/apple-gets-caught-in-a-trade-war-nightmare?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_conten ...

The FT’s US financial commentator joins to discuss how investors are responding to unsettling new economic data, and Germany’s biggest sports retailer is considering relocating some manufacturing to China. Plus, US President Donald Trump is using tariffs to target Brazil’s judici ...  Show more

Donald Trump is pushing ahead with another 50 per cent tariff on Chinese goods, and there are questions about what will happen to nearly $2tn worth of pledges to invest in the US because of the levies. Plus, the FT’s Katie Martin explains why a selloff in US Treasuries could mean ...  Show more