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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, 18 September, 2024
    Markets
    Vibes on the big day Premium content

    How we see the market ahead of the Fed cut

    new
    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
  • 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
Previous page You are on page 1 Next page

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