What has changed?

What has changed?

From Unhedged by Financial Times & Pushkin Industries

April 9, 2026 · 21 min

About this episode

The episode discusses the lasting changes in the market following President Trump's messages on the Iran war and explores bank earnings.

As President Donald Trump’s confusing messages on the Iran war seem to coalesce around a retreat, markets have risen. But are we really going back to anything like what we had before February 28? Today on the show, Katie Martin and Rob Armstrong try to understand the meaningful changes that will persist. Also, they go long bank earnings and short "maxing" anything.  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

Hosts: Katie Martin, Rob Armstrong

Topics covered

  • market changes
  • bank earnings
  • investing
  • political impact
  • economic trends

Keywords

  • market
  • bank earnings
  • Donald Trump
  • Iran war
  • investing
  • economic changes

Mentioned in this episode

Organizations: Financial Times, Pushkin Industries

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