Looking at 2025
Banks are issuing their year-ahead reports. What do they think?
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Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.
It is the season for giving and banks are giving us a lot of year-ahead reports. Katie, Robert and Aiden actually read these things, and today on the show they discuss what they’ve learned. It all raises questions about very narrow corporate spreads, an AI bubble and what happens if things go right in the jobs market, or wrong in the Middle East. Also we go long hair products, short turkey and limit long Josh Kushner’s big bet against diversification.
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You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.
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