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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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  • Friday, 4 October, 2024
    Sujeet Indap
    Private credit’s latest contraption Premium content

    There goes the neighbourhood

    Single-amily homes in a residential neighborhood
  • Thursday, 3 October, 2024
    Jennifer Hughes
    What we mean by ‘recession’ matters Premium content

    Downturns don’t have to be extreme events to affect markets

    A person holding an umbrella walks past the New York Stock Exchange
  • Wednesday, 2 October, 2024
    Aiden Reiter
    The trouble with pinning down the neutral rate Premium content

    Don’t rely on easy r* narratives

    People outside the New York Stock Exchange.
  • Tuesday, 1 October, 2024
    Robert Armstrong
    The AT&T-DirecTV mistake Premium content

    How a $67bn deal went wrong

    DirecTV logo outside its headquarters
  • Monday, 30 September, 2024
    Robert Armstrong
    How to measure liquidity Premium content

    It’s hard

  • Friday, 27 September, 2024
    Robert Armstrong
    What kind of rally is this anyway? Premium content

    Tech stocks re-emerge

    Logos of Microsoft Apple, Tesla, Nvidia, Google/Alphabet, Meta and Amazon
  • Thursday, 26 September, 2024
    Robert Armstrong
    China’s market stimulus experiment Premium content

    Plus rehashes of Fed epiphenomenalism and small caps

    Xi Jinping
  • Wednesday, 25 September, 2024
    Markets
    The stock market can’t save social security Premium content

    Arbitrage for the public good?

    A hand holding US dollars
  • Tuesday, 24 September, 2024
    Robert Armstrong
    What if the Fed doesn’t matter? Premium content

    An interesting heresy

  • Friday, 20 September, 2024
    Markets
    Immigration and job creation Premium content

    The labour market is softer than it appears

  • Thursday, 19 September, 2024
    Robert Armstrong
    For the Fed, the destination matters much more than the pace Premium content

    Investors have no choice but to guess at the neutral rate

    Jay Powell
  • Wednesday, 18 September, 2024
    Robert Armstrong
    The market looks ahead to the Fed’s rate cut Premium content

    Investors are betting on 50 basis points and expect a soft landing for the economy

    US federal reserve headquarters in Washington, DC
  • Tuesday, 17 September, 2024
    Robert Armstrong
    Is it mid caps’ moment?

    Plus Mexico’s judicial fallout

    NYSE building
  • Monday, 16 September, 2024
    Robert Armstrong
    Inflation: resurrection Premium content

    Replying to readers on price increases

  • Friday, 13 September, 2024
    Markets
    Alan S Blinder: ‘The stars look like they’re aligning for a soft landing’ Premium content

    The former Fed vice-chair on monetary policy, the Fed’s record and the presidential race

    Alan Blinder,
  • Thursday, 12 September, 2024
    Robert Armstrong
    Inflation is still dead Premium content

    Plus Apple’s buybacks

  • Wednesday, 11 September, 2024
    Robert Armstrong
    Where is the small cap revolution? Premium content

    It may never come

    Wall Street buildings
  • Tuesday, 10 September, 2024
    Robert Armstrong
    The curious case of Apple Premium content

    And high margin expectations

    An attendee wearing an Apple Vision Pro with the Apple iPhone 16 Pro
  • Monday, 9 September, 2024
    Robert Armstrong
    Remain calm Premium content

    And oil supply

  • Friday, 6 September, 2024
    Robert Armstrong
    The Kroger-Albertsons deal has a chance Premium content

    Plus the real estate rally

    Person pushing shopping carts outside a Kroger store
  • Thursday, 5 September, 2024
    Robert Armstrong
    Commodities and the soft landing Premium content

    And Turkish stocks’ wild ride

    Cranes unload imported iron ore from a cargo vessel at a port in Lianyungang, Jiangsu province, China
  • Wednesday, 4 September, 2024
    Robert Armstrong
    US manufacturing is not a recession red flag Premium content

    Plus: American housing supply will stay bad

    The New York skyline in front of a background of US dollar bills
  • Tuesday, 3 September, 2024
    Robert Armstrong
    Is Jay Powell lucky or good? Premium content

    Policy, happenstance and the soft landing

    Jay Powell
  • Friday, 30 August, 2024
    Robert Armstrong
    We’re officially on slowdown watch Premium content

    And more on Chinese bonds

    A montage of a trader on the floor of the New York Stock Exchange and a US flag in the background
  • Thursday, 29 August, 2024
    Robert Armstrong
    Nvidia seals a market regime change Premium content

    And a final word on greedflation

    Jensen Huang
Previous page You are on page 1 Next page

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