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Unhedged podcast15 min listen
Active changes to passive indices
...When the S&P 500 finally let Tesla join the index a few years ago, its stock soared....
April 23, 2024
Federal Reserve
Bullish Jay Powell sticks to Fed’s rate-cutting script
...But their reaction on Wednesday to the Fed’s announcement was far from disappointment, with a sharp rise in equities feeding a rally that has added 27 per cent to the S&P 500 since October....
March 21, 2024
FT Live
Global Banking Summit
The world's top gathering of leaders in finance
Tuesday, 3 DecemberLondon, UK
Unhedged podcast14 min listen
Two stock markets, two takes
...While the S&P 500 just hit a new high, the FTSE 100 is down about 3 per cent for the year. Today on the show, we talk about the two markets....
January 23, 2024
US inflation
Fed chair Powell expects US inflation to keep cooling in coming months
...Stocks have rallied strongly this year, with the blue-chip S&P 500 enjoying its best start to a year since 2019, having risen 10.2 per cent in the first quarter of 2024....
March 29, 2024
Federal Reserve
Powell says Fed ‘not far’ from having confidence to cut interest rates
...Stocks and bonds were both higher on Thursday, with the S&P 500 up 1.2 per cent while yields on rate-sensitive two-year Treasuries hovered around three-week lows at 4.52 per cent....
March 7, 2024
US employment
‘Stunning’ US jobs growth of 353,000 far outstrips estimates
...The S&P 500 gained 1.1 per cent on Friday to a record high as a surge in tech stocks helped the market shrug off the change in interest rate expectations....
February 2, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Federal Reserve
Powell says Fed rate cuts in March are ‘not base case’
...Stocks fell after Powell’s comments, with the S&P 500 ending the day down 1.6 per cent, its worst day in four months, and the Nasdaq Composite down 2.2 per cent, its worst day in three months....
January 31, 2024
US interest rates
Traders boost US rate cut bets despite pushback from Fed’s Powell
...Stocks also rallied, with the S&P 500 ending the day up 0.6 per cent at 4,594.63, its highest close since March 2022....
December 1, 2023
US interest rates
Powell warns Fed against risk of being ‘misled’ in inflation fight
...US stocks and government bonds extended their losses on Thursday after Powell’s comments, with the benchmark S&P 500 closing down 0.8 per cent....
November 9, 2023
Transcript
Transcript: Active changes to passive indices
...Let’s look at the S&P then, right? So you’ve got to be big. You’ve got to be liquid for the S&P 500. You also have to have a certain number of quarters of profitability in order to get in....
April 23, 2024
Unhedged
Is that it, Jay? Premium content
...The S&P 500 rose at first, but by the end of the trading day had round-tripped. Powell’s message was unmistakable, if familiar....
July 27, 2023
Transcript
Why so down, S&P 500?
...The S&P, as you say, is down 10 per cent from its peak in July. And yeah, valuations are a decent part of that right?...
October 31, 2023
Due Diligence
Oops, Princeton bet on private equity Premium content
...University of California, San Diego, for example, returned a leading 11 per cent in fiscal 2023 by virtue of its nearly one-third allocation to the S&P 500....
April 17, 2024
Federal Reserve
Powell warns inflation ‘too high’ in Jackson Hole speech
...points to 5.07 per cent following Powell’s remarks, while the benchmark 10-year US Treasury yield added 0.01 percentage points to 4.25 per cent.Equities swung between small gains and losses, with the S&P...
August 25, 2023
Sovereign bonds
What will Jay Powell say about the Fed’s next moves?
...Economists polled by Reuters expect S&P Global’s composite eurozone PMI, a gauge of business activity, to have declined slightly from 48.6 last month to 48.5 — keeping it below the 50 threshold that separates...
August 20, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Transcript
Transcript: Active investors! Assemble
...Unhedged is produced by Jake Harper and edited by Briyant Urstadt. Our executive producer is Jacob Goldstein. We had additional help from Topher Forhecz....
February 20, 2024
News in-depthEnergy sector
Osage Nation seeks damages from Enel over wind turbines on tribal land
...S&P Global expects global copper demand to double by 2035 to nearly 49mn metric tonnes....
January 27, 2024
Transcript
Transcript: Two stock markets, two takes
...So the equal-weighted S&P 500....
January 23, 2024
Transcript
Transcript: Three markets, three highs
...So I think I’m a great S&P 500 tracker fund guy....
February 27, 2024
US economy
When presidents lean on Fed chairs, everybody loses
...A common target of Trump’s missives was a then-fresh-faced Federal Reserve chair called Jerome Powell. Trump wanted Powell to cut rates, and wasn’t shy about saying it....
November 15, 2023
Transcript
Transcript: The great British bargain show
...Ethan WuAnd just to put a finer point on it, the point here is it’s not enough to just look at headline p/e for the UK, headline p/e for the US and say, well, golly, there’s a huge discount here....
March 26, 2024
Transcript
Transcript: Is America overpriced?
...So another way to look at it is by looking at the S&P 500 Equal Weight, which treats all 503 companies in the S&P 500 as equal instead of overweighting Apple and Microsoft or whatever....
January 18, 2024
UnhedgedRobert Armstrong
Powell splits the difference Premium content
...From the autumn of 1989 (as far back as Bloomberg’s data on the S&P bank index goes) to the 2000 market peak, banks’ total return was 14 per cent annualised, to the market’s 18 per cent....
March 23, 2023
Global Economy
To whom doth central bankers speak?
.... and inflation by 11 p.p., all else being equal....
September 8, 2023
Transcript
Transcript: Are dividends back?
...[MUSIC PLAYING] Unhedged is produced by Jake Harper and edited by Bryant Urstadt. Our executive producer is Jacob Goldstein. We had additional help from Topher Forhecz....
February 13, 2024

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