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    Robert Armstrong

    US financial commentator

    Robert Armstrong is the FT’s US financial commentator and writes the Unhedged newsletter. Previously, he was US financial editor, chief editorial writer and has also edited the FT’s Lex Column. Before becoming a journalist, he worked in finance and studied philosophy.

    Email Robert Armstrong @rbrtrmstrng  on Twitter (link opens in a new browser window)
    Email Robert Armstrong @rbrtrmstrng  on Twitter (link opens in a new browser window)

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    • Friday, 23 September, 2022
      UnhedgedMarkets
      Treasuries’ big move Premium content

      Plus yen intervention might work?

    • Thursday, 22 September, 2022
      UnhedgedMarkets
      From Fed pivot to Fed pause Premium content

      Taking the US central bank seriously, if not literally

    • Wednesday, 21 September, 2022
      Unhedged
      Learning to love the long end Premium content

      And even more on QT

    • Tuesday, 20 September, 2022
      UnhedgedMarkets
      Big Tech delivers Premium content

      And Opendoor revisited

    • Monday, 19 September, 2022
      UnhedgedGlobal Economy
      Are China’s problems global problems? Premium content

      Outside of commodities, a lower profile

    • Friday, 16 September, 2022
      Markets
      Corporate bonds > equities? Premium content

      A contrarian case

    • Thursday, 15 September, 2022
      UnhedgedUS equities
      US stocks are not cheap yet

      And more on investor sentiment

    • Wednesday, 14 September, 2022
      UnhedgedUS inflation
      The inflation fight was always going to be ugly Premium content

      The inflation fight was always going to be ugly

    • Tuesday, 13 September, 2022
      UnhedgedMarkets
      Housing inflation is dead Premium content

      But high housing prices live on

    • Monday, 12 September, 2022
      Fashion
      Timothée Chalamet and the calcified state of menswear on the red carpet

      Whatever stage we are at in the overthrow of patriarchy, women are still expected to be more explicitly decorative than men

    • Monday, 12 September, 2022
      UnhedgedMarkets
      Sentiment is not quite as bad (ie good) as it seems Premium content

      Mixed signals on risk appetites

    • Friday, 9 September, 2022
      UnhedgedMarkets
      Is Apple expensive? Premium content

      And is risky credit cheap?

    • Thursday, 8 September, 2022
      UnhedgedMarkets
      Quality vs value, America vs Europe

      Two sensible, crowded trades

    • Wednesday, 7 September, 2022
      UnhedgedMarkets
      The risk to earnings Premium content

      Monetary and fiscal policy could gang up on profits

    • Monday, 1 August, 2022
      UnhedgedEquities
      Reading the rally Premium content

      And even more on value stocks

    • Friday, 29 July, 2022
      UnhedgedUS economy
      Recession? We just don’t know yet Premium content

      And more on value stocks

    • Thursday, 28 July, 2022
      UnhedgedMarkets
      You see a dove, I see a hawk Premium content

      Fed press conferences mirror our preconceptions

    • Wednesday, 27 July, 2022
      UnhedgedMarkets
      Is Amazon cheap? Premium content

      Online retail is a hard business to value

    • Tuesday, 26 July, 2022
      Unhedged
      Markets bet on a perfect Fed pivot Premium content

      Also, Walmart’s blues and QE’s credit channel

    • Thursday, 21 July, 2022
      UnhedgedMarkets
      Value stocks are ready for their moment Premium content

      Cheap shares look really cheap

    • Wednesday, 20 July, 2022
      UnhedgedMarkets
      Capitulation watch! Premium content

      Sentiment is awful. Is that enough?

    • Tuesday, 19 July, 2022
      UnhedgedMarkets
      Did QE cause inflation?

      And if so, how?

    • Monday, 18 July, 2022
      Style
      In the Tory leadership race, there are no style winners

      From Liz Truss’s Thatcher throwbacks to Rishi Sunak’s too-slick suits: how the frontrunners’ wardrobes are — or are not — helping their campaigns

    • Monday, 18 July, 2022
      UnhedgedMarkets
      The great squeeze Premium content

      Financial conditions are tightening astonishingly fast worldwide

    • Friday, 15 July, 2022
      Unhedged
      JPMorgan and the never-ending non-recession Premium content

      Also, the job market

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