Unhedged

Can the US stock market stand 3% US inflation?

March 14, 2024

This week's US inflation numbers came in and they’ve remained higher for longer than many expected, or wanted. How does this change the Federal Reserve’s outlook and will the US stock market respond or continue its jaunty ascent? Today on the show Katie Martin and Robert Armstrong unpack the numbers. Also, we go long UK pasty purveyor Greggs and short Tesla. 


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Read a transcript of this episode on FT.com



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