FT Adviser Vodcast Episode 5: Bond markets can no longer ‘rely on the kindness of strangers’ amid sell-off
22 October 2026In October’s Macro Monthly vodcast, Chief Strategist Joe Little and Simoney Kyriakou from FT Adviser dig into what could happen to valuations if G7 bond markets can’t keep “relying on the kindness of strangers” to fund deficits. Will there be a knock-on effect on the stock market, with bond yields offering a lot of income and perhaps luring investors away from stock market investment?
And have western central banks run out of wriggle room when it comes to tackling inflation?
Joe and Simoney also unpack what’s driving a stubbornly strong US dollar — and why that matters for emerging markets.