As betting markets and polls begin tentatively to suggest a Donald Trump election win, yields in 10-year Treasuries have risen. Some on Wall Street think that is because traders believe Trump will win, bringing with him inflationary spending and policies. Today on the show, Rob Armstrong discusses what the bond market knows with Derek Brower, the FT’s US political news editor. Also we go long Coca-Cola, and short a decisive election result.  

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

Read a transcript of this episode on FT.com

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