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Unhedged

Vibrational movements in the market

21 min • 25 februari 2025

Have the vibes shifted? Slowing growth and stubborn inflation seem to be putting a chill on a once exuberant market. Today on the show, Rob Armstrong and Aiden Reiter ask if this all adds up to “stagflation”, one of the scariest words in the economic lexicon. Also they go short US defence stocks. 


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You can email Robert Armstrong and Katie Martin at [email protected].


Read a transcript of this episode on FT.com



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