Sveriges mest populära poddar

Unhedged

Have rates peaked?

18 min • 28 november 2023

Markets have rallied almost 11 percent in November, in part on expectations that the Fed is done raising rates. Today on the show, we look at the Fed’s likely pause and how investors are responding. Also we go long Goldman Sachs CEO David Solomon as a DJ. And we make a daring neutral call on the future. 


Links:

Can David Solomon DJ? An investigation

For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer

Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at [email protected].


Read a transcript of this episode on FT.com



Hosted on Acast. See acast.com/privacy for more information.

00:00 -00:00