Robert Armstrong on coining the Taco trade

罗伯特·阿姆斯特朗谈创制“玉米饼贸易”一词

FT News Briefing

2026-04-03

12 分钟
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President Donald Trump fired US attorney-general Pam Bondi, and private credit investors are requesting their money back from Blue Owl Capital at an alarming rate. Plus, the FT’s Robert Armstrong continues our series on Trump’s tariffs with analysis of the Taco trade theory a year later.  Mentioned in this podcast: Donald Trump fires US attorney-general Pam Bondi Blue Owl struck by $5.4bn of redemption requests Taco trade theory and the US market’s surprise comeback Listen to the FT News Briefing’s tariffs series here Note: The FT does not use generative AI to voice its podcasts  Today’s FT News Briefing was hosted and edited by Marc Filippino, and produced by Saffeya Ahmed and Sonja Hutson. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann and Michael Lello. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT’s Global Head of Audio. The show’s theme music 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 Friday, April 3rd, and this is your FT News Briefing.

  • There 's been a shakeup at the U.S. Department of Justice,

  • and more private credit investors want out of Blue Owl Capital.

  • Plus, we continue our series on tariffs today with a look back at the taco trade.

  • It quickly became clear that on any point where the president was subjected to significant economic

  • or political pressure of any kind, he would cave.

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

  • U.S. President Donald Trump fired his attorney general Pam Bondi yesterday.

  • She 's been under increasing pressure over how she handled files related to Jeffrey Epstein,

  • the child sex offender who died in 2019.

  • Bondi's department missed a congressional deadline to release all the Epstein files.

  • It then botched the initial attempts to redact the documents and,

  • in doing so, inadvertently exposed the names of some victims.

  • This is the second high-profile ousting from Trump's cabinet this year.

  • He fired Homeland Security Secretary Kristi Noem last month.

  • Deputy Attorney General Todd Blanche will step in to replace Bondi as acting head of the department.

  • The cracks in the private credit market keep getting worse for Blue Owl Capital.

  • The investment firm disclosed yesterday that it was struck with a huge increase in investor requests

  • to withdraw their money, and that hit the company's stock hard.