Ian Smith

Ian Smith, a senior markets reporter at the Financial Times, joins for a lively discussion on the dollar's struggle this year, marking its worst performance since 1973. They delve into the surprising impacts of trade policies on investor confidence and the shifting attitudes towards currency hedging. The conversation also touches on the U.S. national debt and its effect on monetary credibility. Plus, they explore market fluctuations, rising fuel prices, and even share their intriguing thoughts on forensic accountants and wealthy tennis players.

Ian Smith, a Senior Markets Correspondent at the Financial Times, dives into the intricacies of bond markets and public finance. He unpacks the UK’s latest budget and its implications for global fiscal strategies. They discuss why gilt markets remained stable despite chaos, the ramifications of the OBR mishap, and the risks of future fiscal consolidation. Ian also highlights a shift towards shorter-term debt issuance, emphasizing political risks that could sway investor confidence, all while playfully debating seasonal treats and cats.

Ian Smith, a Financial Times reporter specializing in markets, joins the conversation to unveil the shift from U.S. investments towards Europe. He delves into the reasons behind this trend, highlighting rising political risks and the decline of the S&P 500. The discussion touches on the growing preference for European assets among institutional investors, the intriguing dynamics of currency hedging, and the implications for the dollar's future. Smith also adds a playful twist by exploring asset allocation strategies and economic sentiment.