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.
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
And the signal from staples
Plus the sustainability of the small-cap rally
Plus, the central bank trilemma
The risks of a weaker dollar on the current account deficit
Plus, Trump in Venezuela
Consequences of the Fed’s relative delay in cutting rates
What will and won’t change with a resolution to the war
Plus, the solar stock rally
The dollar-yen exchange rate is moving opposite the traditional pattern with yields
And our readers on the essence of economics
Picky but still spending
And securitising AI debt
The S&P 500 is narrow, but not one-dimensional
Plus miraculous memory makers
A vibe shift, and possibly more
And alternative assets’ struggles
Plus what the alternative labour data says
The US and China stand-off over the metals of the future
Plus, a warning for big dealmakers
Plus, much ado about Mullen