Friday, October 4

As the conflict in the Middle East expands to include Lebanon and Iran, markets are responding with surprising nonchalance. Why? And will that last? Today on the show, Katie Martin and capital markets correspondent Nick Megaw try to understand why so much can go wrong in one part of the world, without roiling markets in the rest of the world. Also, we go long the Vix, and short e-cycles.

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You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.

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https://www.ft.com/content/93e25fe1-6401-424f-bfee-419520ae8797

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