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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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  • 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
  • Wednesday, 28 August, 2024
    Robert Armstrong
    What is greedflation anyway? Premium content

    Plus Israel’s stock market

    A montage of a rolled up 10-dollar bill with one-dollar notes in the background
  • Tuesday, 27 August, 2024
    Robert Armstrong
    Greedflation and groceries Premium content

    Pricing revives a low growth industry

    Oreo Zero Sugar Cookies, packaged in white boxes, are seen among a range of Oreo products
  • Monday, 26 August, 2024
    Robert Armstrong
    The Fed’s victory lap Premium content

    Plus greedflation at the big retailers

  • Friday, 23 August, 2024
    Robert Armstrong
    Gold and the dollar Premium content

    Plus Chinese government bonds

    A montage of a hand holding dollar bills
  • Thursday, 22 August, 2024
    Robert Armstrong
    Gold as hedge Premium content

    Plus gold miners and job report revisions

    Gold bars
  • Wednesday, 21 August, 2024
    Robert Armstrong
    Gold goes for it Premium content

    Plus the language of rate increases and X’s debts

    Gold bars
  • Tuesday, 20 August, 2024
    Markets
    Anatomy of a rebound Premium content

    And housing Kamalanomics

  • Monday, 19 August, 2024
    Markets
    What makes a great stock? Premium content

    Plus oil and the dollar

  • Friday, 16 August, 2024
    Robert Armstrong
    Jason Furman: ‘Immigration has been the most important factor’ Premium content

    Plus AI, the jobs report, and more

    Jason Furman speaks
  • Thursday, 15 August, 2024
    Robert Armstrong
    CPI clears the way for cuts Premium content

    And the US consumer

    The statue of George Washington on Wall Street
  • Wednesday, 14 August, 2024
    Robert Armstrong
    How many lattes is a CEO worth? Premium content

    And the S&P 500 as one giant carry trade

    The statue of George Washington on Wall Street
  • Tuesday, 13 August, 2024
    Robert Armstrong
    Walmart’s safety premium Premium content

    Plus the Bank of Mexico and margin debt

    The exterior of a Walmart store
  • Monday, 12 August, 2024
    Robert Armstrong
    What changed last week Premium content

    And China’s bond rally

  • Friday, 9 August, 2024
    Markets
    Barry Eichengreen: ‘The Fed is operating in a fog of uncertainty’ Premium content

    And why weakening the dollar is a bad idea

    Barry Eichengreen
  • Thursday, 8 August, 2024
    Robert Armstrong
    The carry trade reconsidered Premium content

    And copper as a long-term holding

    A montage of a trader in front of monitors at the New York Stock Exchange
  • Wednesday, 7 August, 2024
    Robert Armstrong
    Google as monopolist Premium content

    And the three-part economy

    An attendee dressed as the “Monopoly Man” exits a US Senate hearing
  • Tuesday, 6 August, 2024
    Robert Armstrong
    Anatomy of a rout Premium content

    What we know so far

    A view of Wall Street buildings
  • Monday, 5 August, 2024
    Markets
    Everyone calm down Premium content

    And US credit creation

  • Friday, 2 August, 2024
    Robert Armstrong
    RIP semiconductor rally? Premium content

    A cornerstone of the bull market suddenly looks wobbly

  • Thursday, 1 August, 2024
    Robert Armstrong
    The Fed does right, by doing nothing Premium content

    And crypto regulation

    Fed chair Jay Powell
  • Wednesday, 31 July, 2024
    Robert Armstrong
    Big Tech’s big investments Premium content

    And Chinese stimulus

    An AWS logo in the foreground and people at a trade fair in the background
Previous page You are on page 2 Next page

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