
Sign up to save your podcasts
Or


The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down. And at the same time, equities moved in the same direction. That’s not supposed to happen. Today on the show, we try to figure out what is happening and why. Also we short our previous long on Three Arrows Capital and go long the Japanese yen.
Links:
Please join the FT and Nikkei for a webinar on the revival of the Japanese stock market on Wednesday October 11 at 14:00 London time: japanesestockmarketrevival.live.ft.com
For a free 90-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, formerly Twitter. 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.
By Financial Times & Pushkin Industries4.6
151151 ratings
The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down. And at the same time, equities moved in the same direction. That’s not supposed to happen. Today on the show, we try to figure out what is happening and why. Also we short our previous long on Three Arrows Capital and go long the Japanese yen.
Links:
Please join the FT and Nikkei for a webinar on the revival of the Japanese stock market on Wednesday October 11 at 14:00 London time: japanesestockmarketrevival.live.ft.com
For a free 90-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, formerly Twitter. 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.

4,225 Listeners

977 Listeners

52 Listeners

1,993 Listeners

355 Listeners

149 Listeners

96 Listeners

197 Listeners

684 Listeners

232 Listeners

153 Listeners

38 Listeners

80 Listeners

54 Listeners

142 Listeners

11 Listeners

146 Listeners

33 Listeners