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              Unhedged

              Markets, finance and strong opinions

              Robert Armstrong dissects the most important market trends and discusses how Wall Street's best minds respond to them.

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              • Tuesday, 19 November, 2024
                Robert Armstrong
                US markets in 2049 Premium content

                Plus Doge and the deficit

                Skyline of Manhattan
              • Monday, 18 November, 2024
                Markets
                Disney strikes back Premium content

                And Turkish Trump trades

              • Friday, 15 November, 2024
                Robert Armstrong
                Trump and the small caps Premium content

                Why little companies like the red sweep

                A montage of a trader on the floor of the New York Stock Exchange with an American flag in the background
              • Thursday, 14 November, 2024
                Robert Armstrong
                How markets might be wrong about Trump Premium content

                Plus the long and winding road of disinflation

                Wall Street buildings
              • Tuesday, 12 November, 2024
                Markets
                Tariffs are hard work Premium content

                The uncertainty surrounding Trump’s trade policies

                Robert Lighthizer speaks as Donald Trump and other officials listen
              • Monday, 11 November, 2024
                Robert Armstrong
                Mixed news on China’s stimulus Premium content

                And regional banks as a Trump trade

              • Friday, 8 November, 2024
                Robert Armstrong
                The Fed talks about not talking about Trump Premium content

                Jay Powell sets some limits

                Jay Powell speaks at an event
              • Thursday, 7 November, 2024
                Markets
                More capital is not the answer Premium content

                An interview with Yale’s Steven Kelly

                Exterior of the New York Stock Exchange
              • Thursday, 7 November, 2024
                Robert Armstrong
                Trump’s fat tails Premium content

                What do we really know about him and markets?

                Trump flag
              • Wednesday, 6 November, 2024
                Robert Armstrong
                The winner’s winners Premium content

                Who benefits when the US election is decided

                A montage of a trader on the floor of the New York Stock Exchange
              • Tuesday, 5 November, 2024
                Robert Armstrong
                Capital investment is meh Premium content

                And the Mag 7’s tricky balance

                A person holding an umbrella walking past the New York Stock Exchange
              • Monday, 4 November, 2024
                Robert Armstrong
                The bad jobs report, in context Premium content

                And oil looks set to stay cheap

              • Friday, 1 November, 2024
                Robert Armstrong
                Inflation vs consumption Premium content

                Plus imports, and utilities

                New York skyline and US bank notes
              • Thursday, 31 October, 2024
                Robert Armstrong
                Making sense of sentiment Premium content

                And Trump equity trades

              • Wednesday, 30 October, 2024
                Markets
                Deficits, Donald Trump and the dollar Premium content

                How fiscal excess strengthens the currency

                A close-up of a person holding US dollar bank notes
              • Tuesday, 29 October, 2024
                Robert Armstrong
                The Magnificent 7: place your bets Premium content

                And the sustainability of US growth outperformance

                Montage of tech companies logos
              • Monday, 28 October, 2024
                Robert Armstrong
                Can things get worse at Boeing? Premium content

                And more on rates and stock valuations

              • Friday, 25 October, 2024
                Robert Armstrong
                Yen carry and US tech Premium content

                And the housing markets gets worse

                Mini Japanese and US flags in front of a monitor showing exchange rates
              • Thursday, 24 October, 2024
                Robert Armstrong
                Bond yields rise, stocks don’t care Premium content

                The discount rate is supposed to matter

                Hand holding US dollar bills
              • Wednesday, 23 October, 2024
                Markets
                The term premium and the bond vigilantes Premium content

                Plus more on Pfizer

                Benjamin Franklin’s face as it appears on a $100 bill
              • Tuesday, 22 October, 2024
                Robert Armstrong
                The long end keeps on rising Premium content

                And emerging markets in a no-landing scenario

                A trader on the New York Stock Exchange with an American flag in the background
              • Monday, 21 October, 2024
                Robert Armstrong
                Soft landing vs no landing Premium content

                And election prediction markets

              • Friday, 18 October, 2024
                Robert Armstrong
                Kevin Hassett: ‘They let inflation get out of control’

                Trump ‘supports’ Fed independence, but ‘wants to have his voice heard’, says former president’s ex-economic adviser

                Kevin Hassett
              • Thursday, 17 October, 2024
                Robert Armstrong
                If you’re so happy, why are you buying so much gold? Premium content

                The rally that won’t quit

                A customer displays a gold bar purchased at a Costco Wholesale Corporation location in Bayonne, New Jersey
              • Wednesday, 16 October, 2024
                Robert Armstrong
                How big is ‘big enough’ for China’s stimulus? Premium content

                Some estimates and theories

                People’s Bank of China governor Pan Gongsheng, National Financial Regulatory Administration minister Li Yunze and China Securities Regulatory Commission chair Wu Qing attend a press conference in Beijing, China September 24 2024
              Previous page You are on page 2 Next page

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