The beatings will continue until markets improve
Trump’s ‘America First’ policies are making money for European defence contractors.
Unhedged · Financial Times & Pushkin Industries
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Show Notes
President Donald Trump’s abandonment of Ukraine has been a great success … for European defence companies. Meanwhile, traders are selling American defence contractors, and the US market is sluggish. Now the president is threatening huge tariffs on Europe. Today on the show, Rob Armstrong and Aiden Reiter struggle to understand what the Trump administration actually wants and how far the American exceptionalism trade can really go. Also we go long the dollar and long the Oscars.
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You can email Robert Armstrong and Katie Martin at [email protected].
Read a transcript of this episode on FT.com
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