Bond investors and central banks
FT News Briefing
Forhecz Topher
4.4 • 1.3K Ratings
🗓️ 5 November 2021
⏱️ 10 minutes
🧾️ Download transcript
Summary
Read a transcript of this episode on FT.com
https://www.ft.com/content/d6716d79-4cbd-4955-b07b-64740a4a6d5b
The White House has said Opec+ risks imperilling the global economic recovery by refusing to speed up oil production increases, and SoftBank founder Masayoshi Son is facing pressure to announce a new stock buyback programme next week. Plus, the FT’s markets editor, Katie Martin, explains how inflation has complicated the relationship between markets and central banks.
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http://www.ft.com/cop26podcast
White House says Opec risks imperilling economic recovery - with Derek Brower
https://www.ft.com/content/4a2fc7b2-c963-4418-9997-d1bf203c3a35
SoftBank under pressure from investors to prop up share price
https://www.ft.com/content/d5fe83e9-f663-4cdb-90b6-6663683c6ba1
Global bonds rally strongly after Bank of England leaves investors ‘wrongfooted’ - with Katie Martin
https://www.ft.com/content/a9c896fc-34a4-44a9-9499-085c3f5c40ec
The FT News Briefing is produced by Fiona Symon and Marc Filippino. The show’s editor is Jess Smith. Additional help by Peter Barber, Gavin Kallmann and Michael Bruning. The show’s theme song is by Metaphor Music. The FT’s global head of audio is Cheryl Brumley.
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Transcript
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| 0:00.0 | Good morning from the Financial Times. |
| 0:01.5 | Today is Friday, November 5th, and this is your FT News Briefing. |
| 0:08.4 | OPEC isn't caving in to White House pressure to boost oil production, |
| 0:12.6 | and SoftBank is facing investor pressure to buy back shares. |
| 0:16.6 | Plus central bankers' relationship with the bond market, well, let's become complicated. |
| 0:22.8 | The market has got used to being spoon-fed by central bankers, |
| 0:27.3 | particularly since the financial crisis of 2008. |
| 0:30.7 | The situation that we find ourselves in now is that inflation is really hard to understand. |
| 0:37.6 | We'll talk more about that with our markets editor, Kitty Martin. |
| 0:41.1 | I'm Mark Filipino, and here's the news you need to start your day. |
| 0:48.8 | The White House yesterday said OPEC and its oil-producing allies could |
| 0:52.4 | imperil the global economic recovery by refusing to speed up production. |
| 0:57.0 | The US also said it was prepared to use all tools necessary to lower fuel prices. |
| 1:01.9 | The implication is that the US could release supplies from its government reserves, |
| 1:06.2 | and bring crude oil prices dropped as much as 1.8% in response. |
| 1:10.2 | The FT's US Energy Editor, Derek Brower, has more. |
| 1:14.0 | OPEC is increasing production. |
| 1:16.3 | It's increasing production by 400,000 miles a day. |
| 1:18.8 | What the US wanted it to do was increase the volume every month. |
| 1:22.8 | It didn't do that. |
| 1:23.7 | So the market is looking at both the prospect of more oil coming from OPEC, |
| 1:30.2 | and so that is in a way bearish if you believe that OPEC is doing enough to cool prices by |
... |
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