Emerging markets’ surprising performance

新兴市场令人惊讶的表现

FT News Briefing

新闻

2025-04-17

10 分钟
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单集简介 ...

Federal Reserve chair Jay Powell is warning that US tariffs are ‘likely’ to put at risk the central bank’s goals of keeping prices and unemployment in check, and chipmakers are reeling from a tough week. Plus, UK inflation fell more than expected to 2.6 per cent in March and the FT’s Aiden Reiter explains why emerging markets are doing surprisingly well in all this market volatility.   Mentioned in this podcast: Trump tariffs put Fed’s jobs and inflation goals at risk, Powell says Unhedged: Emerging markets’ unexpected outperformance after “liberation day” ASML’s chipmaking machine orders disappoint amid tariff uncertainty UK inflation falls more than expected to 2.6% in March  The FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian, Ethan Plotkin, Lulu Smyth, and Marc Filippino. Additional help from Michela Tindera, Katie McMurran, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • Good morning from the Financial Times.

  • Today is Thursday, April 17th, and this is your FT News Briefing.

  • Donald Trump's tariffs are complicating the Federal Reserve's dual mandate,

  • and his trade policies aren't doing great things for the chip industry either.

  • But you know who's coming off pretty well in all of this?

  • Emerging markets, especially when you compare them to U.S. stocks.

  • It's interesting that the broader index is outperforming the S&P 500,

  • which we would not have expected going into the big terror reveal.

  • I'm Kasia Brasallian, and here's the news you need to start your day.

  • So about the Fed's dual mandate, the U.S. Central Bank has two goals,

  • keep inflation around 2% and maximize employment levels.

  • Will Fed Chair Jay Powell said yesterday that tariffs are making it difficult to meet both?

  • During a speech in Chicago, he warned that, just like Donald Trump's levies were larger than expected,

  • the same could end up being true about their economic effects.

  • For one, we could see a return of higher inflation.

  • That would put the U.S. Central Bank between a rock and a hard place.

  • It could raise interest rates to bring down prices,

  • but that would risk an economic slowdown, which would end up costing people their jobs.

  • U.S. stocks continued to slide as the Fed chair spoke.

  • The S&P 500 closed down a little more than 2%.