Hakyung Kim is a financial reporter and co-writes the Unhedged newsletter. Prior to joining the FT, she was a markets reporter at CNBC.
Hakyung has also covered South Korean politics and economy as an intern at the Wall Street Journal and NPR’s Seoul bureau.
AI concentration makes EMs look like DMs
Plus, central bank hold ’em
Plus, gilts hit rough water
Plus, the UK’s labour market struggles
Bonds have not been a good hedge during the war
The index has had its worst performance over the past five US presidencies
What the 1960s can teach us about our economy
And the worst-case scenario for oil
Developing economies are more dependent on energy
Investors are becoming increasingly hawkish
Long-term inflation expectations are staying steady
A weaker euro deepens the pain from higher oil prices
Plus very very long-term interest rates
The tide has turned against the cap-weighted index
We don’t believe in regime change, yet
The signals that the Beveridge curve is sending about the US labour market
Stocks are surging under Japan’s new prime minister. Will that last?
Plus, activism and AI in software
Increasing AI scrutiny is dividing the group into winners and losers
Why do markets, sentiment and data seem to say different things?
The data is better; vibes are worse
Unpacking the dramatic rallies in gold, silver and copper
Plus, more on gold
Plus, a labour market and immigration follow-up
Trump’s immigration crackdown has not helped native-born employment