Robert Armstrong

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Thursday, 21 December, 2023

Unhedged
Manny Roman: ‘there will be a tidal wave of money coming’ Premium content
The Pimco chief executive on the post-pivot world
Wednesday, 20 December, 2023

Unhedged
Exuberance revisited
What is the market pricing in?
Tuesday, 19 December, 2023

Unhedged
Five questions for 2024 Premium content
Rate cuts will not be the whole story
Monday, 18 December, 2023

UnhedgedFederal Reserve
Higher for longer lives on Premium content
And covered call ETFs
Friday, 15 December, 2023

Unhedged
Larry Summers: we haven’t nailed the landing yet Premium content
‘If team transitory is vindicated, it will only be because their policy advice was not taken’
Thursday, 14 December, 2023

Unhedged podcast16 min listen
Thirty-seven years of wisdom
Longtime FT columnist Jonathan Guthrie retires with a note on what he’s learnt
Thursday, 14 December, 2023

Unhedged
The Fed calls the top Premium content
And maybe there is a profits recession after all
Wednesday, 13 December, 2023

Unhedged
Inflation’s bumpy descent
And the rates/equity volatility puzzle
Tuesday, 12 December, 2023

Unhedged
Three rate-cut questions for the Fed Premium content
And are we in a profits recession?
Friday, 8 December, 2023

Unhedged
Claudia Sahm: it’s clear now who was right
The economist on how to temper theory with judgment
Thursday, 7 December, 2023

Unhedged
The labour market’s soft landing Premium content
And more on private credit CLOs
Wednesday, 6 December, 2023

Unhedged
Exuberance creeps in Premium content
Plus, private credit’s new favourite financing tool
Tuesday, 5 December, 2023

Unhedged
The jobs market is still tight Premium content
And bitcoin is booming again
Monday, 4 December, 2023

UnhedgedMarkets
Gold’s weird rally Premium content
And private equity’s insurance trade
Friday, 1 December, 2023

Unhedged
It’s a good time to be Rick Rieder Premium content
The fixed-income mega-investor sees tailwinds for the bond market
Thursday, 30 November, 2023

Unhedged
Consensus calls for cuts, confidently Premium content
And against the liquidity theory
Wednesday, 29 November, 2023

Unhedged
How fast can Big Tech grow? Premium content
High expectations hang over the Magnificent 7
Tuesday, 28 November, 2023

Unhedged
Liquidity and the rally Premium content
Peak rates aren’t everything
Monday, 27 November, 2023

UnhedgedEquities
Peak-rates euphoria Premium content
Once again, optimism is everywhere
Wednesday, 22 November, 2023

Fashion
Luxury fashion prices have gone too far
The cost of designer goods has shot beyond what the brands’ chatter about look and quality can justify
Wednesday, 22 November, 2023

Unhedged
A bad idea from Finra Premium content
And more on the zombie notpocalypse
Tuesday, 21 November, 2023

Unhedged
The Zombie notpocalypse Premium content
Easy money has not bred the undead
Monday, 20 November, 2023

Unhedged
Anatomy of a slowdown Premium content
US retailers’ results show mild but uneven decline in growth
Friday, 17 November, 2023

Life & Arts
How America got high as a kite
The war on drugs hasn’t worked. But decriminalisation has its own risks
Friday, 17 November, 2023

Unhedged
Olivier Blanchard on debt explosions Premium content
What to do when r - g = 0