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Katie Martin

Markets Columnist, Financial Times

Search every verified Katie Martin interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Katie Martin, markets columnist and editorial board member at the Financial Times, appeared on the Prof G Markets podcast on September 8, 2026, to discuss global bond market turmoil. She said that bond markets globally are "not looking very happy at all" and attributed the selloff primarily to governments borrowing excessive amounts, noting that the U.S. national debt has crossed $40 trillion for the first time. Martin also discussed the divergence between equity and bond markets, describing participants in each as "different tribes" with contrasting mindsets, and commented on the relationship between the U.S. administration and the Federal Reserve, saying there have been signs of a more conciliatory stance toward markets. Martin is a weekly columnist for the FT's Long View column and appears on the Unhedged podcast. She previously served as the FT's markets editor for four years and worked on the FT's live news service, joining the publication in 2015 after 11 years at Dow Jones and the Wall Street Journal Group.

Recent appearances

Notable quotes

“One reason for that is they are literally different people in the bond markets and the equity markets. They are different tribes. And I think if you're outside finance, all finance people kind of look the same. They're not the same. People in different asset classes think very, very differently. People in bonds, you're never going to double your money in bonds, right? Because you're only going to get back what you pu”

“There's a lot going on. The bond markets globally are not looking very happy at all. And I guess it's a bit of a paint your own adventure kind of picture, right? You can kind of stick on to this whatever kind of narrative you want, but I think the most powerful one is that governments are just borrowing too much damn money. You know, the US national debt has of course crossed through $40 trillion for the first time. ”

“The US has tremendous financial firepower. You know it for all of the problems around debt sustainability around little cracks that you can see in the stock market. The reality is it operates the world's dominant reserve currency. It has a pretty much you know it has very reliable demand for that debt. It definitely has the ability to do this. I guess one of the interesting questions that comes out of it though is wh”

“Well, the line about Pearl Harbor is one of the unintentionally most hilarious things I've heard in global macro for quite some time. But look, there's various different ways of looking at this situation. There is definitely an interpretation here that it's just nice to be nice, right? And Japan has got a problem with a sliding currency and it's been trying to tackle it and it hasn't really been working. The currency”

“It's often assumed that the AI boom is a stock market question and it begins and ends in the stock market. That's not true at all. The hyperscalers have issued a lot of money in corporate bonds to fund part of this data center buildout. So, this idea that you can avoid AI and that it's a theme that you can exclude from your portfolio is rubbish. It doesn't matter where your portfolio is. It has to touch AI at multipl”

“There's a real tension in markets at the moment. When I talk to people in stock markets, they're like, 'This is great. Corporate earnings are doing fine. My portfolio is working out fine.' You talk to people in the energy market and they say hell is coming. And then in the middle, you've got the bond market... the bond market is saying, 'Yes, we think slower growth, but we think higher inflation, and we think more bo”

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