France’s borrowing costs are skyrocketing. And its leading candidates for next April’s presidential elections - on both extremes of the political spectrum - seem alarmingly unalarmed. All of this gives hosts Katie Martin and Rob Armstrong, and markets correspondent Ian Smith, a bad feeling about where things might be headed. So does another eurozone crisis beckon? Plus, Katie and Rob go long Norway and John Le Carré, while Ian shorts oversized cars.

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You can email Robert Armstrong and Katie Martin at unhedged@ft.com.

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It’s starting to look like every market is becoming a one-trick pony. Since the summer, stock markets would have been down – were it not for the Big Tech companies galloping ahead on the back of AI. Corporate bond issuance and even the US dollar are also riding high on the AI trade. But what if that pony turns out to be a bucking bronco? Rob Armstrong and Katie Martin saddle up and find out. Plus Rob goes long TIPS, and Katie shorts acronyms… such as TIPS.

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You can email Robert Armstrong and Katie Martin at unhedged@ft.com.

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

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