Robert Armstrong on coining the Taco trade
Financial Times
— · 12min
President Donald Trump fired US attorney-general Pam Bondi, and private credit investors are requesting their money back from Blue Owl Capital at an alarming rate.
Plus, the FT’s Robert Armstrong continues our series on Trump’s tariffs with analysis of the Taco trade theory a year later.
Mentioned in this podcast:
https://www.ft.com/content/533ecec7-713f-46f1-a2a2-cbd9a659299f?accessToken=zwAAAZ3qIgttktP0MgFIPYFL0NOatgU6W63hiM9TPs7HcT9G8dOiosvZplkpnwE.MEUCIQCzzuaWxIbyDi6sYIJ8wVQRXNcBWi3pAsR1XwsuuwY_6gIgDR7fyOlGT9NOy2HEvaInnP5j6LVaf6ZDtJbx9P_lKPw&segmentId=7d4bcc2e-e664-92ba-62e3-5590579f1902" rel="noopener noreferrer" target="_blank">Donald Trump fires US attorney-general Pam Bondi
https://www.ft.com/content/f4320148-3d81-4bd0-9ab6-053a5bade188?accessToken=zwAAAZ3qIgttktP0MgFIPYFL0NOatgU6W63hiM9TPs7HcT9G8dOiosvZplkpnwE.MEUCIQCzzuaWxIbyDi6sYIJ8wVQRXNcBWi3pAsR1XwsuuwY_6gIgDR7fyOlGT9NOy2HEvaInnP5j6LVaf6ZDtJbx9P_lKPw&segmentId=7d4bcc2e-e664-92ba-62e3-5590579f1902" rel="noopener noreferrer" target="_blank">Blue Owl struck by $5.4bn of redemption requests
https://www.ft.com/content/e81ae481-fbb6-47e7-bd6b-c7d76ca5ab69?accessToken=zwAAAZ3qKasZkdPoGuSB-7ZH59O9a8fXbKWraQE.MEUCIAlDUe36t4n67ghsS-usDAHZz0Wofjdn8j-6rEc8pkh1AiEA2g2nob0BeHi_nevj9IJCA9iGxNptdOetvH7eLE7DLxU&segmentId=7d4bcc2e-e664-92ba-62e3-5590579f1902" rel="noopener noreferrer" target="_blank">Taco trade theory and the US market’s surprise comeback
https://www.ft.com/content/a2127804-bd1d-47d2-9e5b-8d31a907c8ca?edit=true" rel="noopener noreferrer" target="_blank">Listen to the FT News Briefing’s tariffs series here
Note: The FT does not use generative AI to voice its podcasts
Today’s FT News Briefing was hosted and edited by https://www.ft.com/marc-filippino" rel="noopener noreferrer" target="_blank">Marc Filippino, and produced by Saffeya Ahmed and Sonja Hutson.
Our show was mixed by Sam Giovinco.
Additional help from Gavin Kallmann and Michael Lello.
Our executive producer is Topher Forhecz.
Cheryl Brumley is the FT’s Global Head of Audio.
The show’s theme music is by Metaphor Music.
https://www.ft.com/content/85d3351c-5d2c-4d1a-b257-9033dd0ddbed" rel="noopener noreferrer" target="_blank">Read a transcript of this episode on FT.com
Hosted on Acast.
See https://acast.com/privacy" rel="noopener noreferrer" style="color: grey;" target="_blank">acast.com/privacy for more information.