By Financial Times | Created at 2025-03-06 23:10:01 | Updated at 2025-03-12 19:43:21
5 days ago
New plans and their unintended consequences
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The president proposes and the markets dispose … of recent gains. Tariffs, deportations, budget cuts, political isolation and other “exciting” new plans seem to be unsettling investors, who are leaving US equities and heading for the safety of bonds. Today on the show, Rob Armstrong and head of the Lex column John Foley look at some of the falling stocks and try to figure out how much risk investors will ultimately take off the table. Also they go long potash and long Tesla.
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You can email Robert Armstrong and Katie Martin at [email protected].
