The rout in UK and European bonds

The rout in UK and European bonds

From Unhedged by Financial Times & Pushkin Industries

March 26, 2026 · 21 min

About this episode

The episode discusses the impact of falling UK and European bond values on hedge funds and the average person.

The plunge in UK and European bonds has been expensive for hedge funds, whose bets have gone sideways. But it could be expensive for regular people too, at least according to Katie Martin and her guest, the FT’s senior markets correspondent Ian Smith. Today on the show, they unpack how a drop in the value of European debt will drive up costs for the average person. Also, they go long Harry Potter on television and short boy kibble.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer . You can email Robert Armstrong and Katie Martin at unhedged@ft.com . Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Katie Martin

Guest: Ian Smith

Topics covered

  • UK bonds
  • European bonds
  • hedge funds
  • market analysis
  • cost of living
  • debt value

Keywords

  • UK bonds
  • European bonds
  • hedge funds
  • costs
  • debt
  • market correspondent
  • financial news

Mentioned in this episode

Organizations: Financial Times, Pushkin Industries, Acast

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