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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, 1 December, 2023
      Markets
      It’s a good time to be Rick Rieder Premium content

      The fixed-income mega-investor sees tailwinds for the bond market

      Rick Rieder
    • Thursday, 30 November, 2023
      Markets
      Consensus calls for cuts, confidently Premium content

      And against the liquidity theory

      A montage of a statue of George Washington Wall Street
    • Wednesday, 29 November, 2023
      Markets
      How fast can Big Tech grow? Premium content

      High expectations hang over the Magnificent 7

      The logos of Microsoft, Apple, Tesla, Nvidia, Google/Alphabet, Meta and Amazon
    • Tuesday, 28 November, 2023
      Equity valuation
      Liquidity and the rally Premium content

      Peak rates aren’t everything

      Montage of Nasdaq headquarters and a chart
    • Monday, 27 November, 2023
      Robert Armstrong
      Peak-rates euphoria Premium content

      Once again, optimism is everywhere

    • Wednesday, 22 November, 2023
      Markets
      A bad idea from Finra Premium content

      And more on the zombie notpocalypse

      The New York Stock Exchange building
    • Tuesday, 21 November, 2023
      Bankruptcy
      The Zombie notpocalypse Premium content

      Easy money has not bred the undead

      A woman dressed as a zombie
    • Monday, 20 November, 2023
      Markets
      Anatomy of a slowdown Premium content

      US retailers’ results show mild but uneven decline in growth

    • Friday, 17 November, 2023
      Markets
      Olivier Blanchard on debt explosions Premium content

      What to do when r - g = 0

      Olivier Blanchard
    • Thursday, 16 November, 2023
      Markets
      Banks and the soft landing Premium content

      If there is no recession, bank stocks are too cheap

      A montage of a statue of George Washington Wall Street
    • Wednesday, 15 November, 2023
      Markets
      A near-perfect inflation report Premium content

      And the food stock crash

      A montage of a photo of the Nasdaq tower in Times Square, New York, and charts
    • Tuesday, 14 November, 2023
      Markets
      QT is not nearly done Premium content

      And more on consumer confidence

      Jay Powell
    • Monday, 13 November, 2023
      Robert Armstrong
      Why consumers feel so glum Premium content

      And the costs of monetising the debt

    • Friday, 10 November, 2023
      The QE retreat
      Bill Dudley: inflation wasn’t caused by too much money Premium content

      The former head of the New York Fed on macro lessons, monetary policy and the coming US fiscal crisis

      Bill Dudley
    • Thursday, 9 November, 2023
      Sovereign bonds
      Could yield curve control reach the US? Premium content

      Washington deficits could yet terrify Treasury markets

      A FT montage of a trader on the floor of the New York Stock Exchange
    • Wednesday, 8 November, 2023
      Markets
      What investors should know if Trump wins in 2024 Premium content

      And bad small-cap balance sheets

      A montage of a trader on the floor of the New York Stock Exchange with an American flag in the background
    • Tuesday, 7 November, 2023
      Markets
      The next corporate debt crisis Premium content

      How dangerous is higher for longer?

      A view of commercial buildings from the ground up
    • Monday, 6 November, 2023
      Robert Armstrong
      The case for optimism Premium content

      The US economy is not headed over a cliff

    • Friday, 3 November, 2023
      Markets
      It ain’t over till it’s over Premium content

      The rates cycle, that is

      Person looks at trading screen
    • Thursday, 2 November, 2023
      Global Economy
      The Fed won’t rely on the market Premium content

      Plus, combining journalism and trading

      Jay Powell
    • Wednesday, 1 November, 2023
      Markets
      Japan is changing, slowly Premium content

      And tobacco companies

      A New York Stock Exchange trader
    • Tuesday, 31 October, 2023
      Markets
      The mystery of Disney Premium content

      And a regime shift in risk-adjusted returns

      An image of Mickey Mouse is displayed outside the Disney Store in Times Square
    • Monday, 30 October, 2023
      US interest rates
      The unappeasable market Premium content

      A strong economy is not enough

    • Friday, 27 October, 2023
      US economy
      The American boom Premium content

      The very opposite of a recession

      Federal Reserve logo on a building
    • Thursday, 26 October, 2023
      US equities
      Top-heavy markets are normal Premium content

      And the US economy is strong

      Montage of chart and Nasdaq building
    Previous page You are on page 1 Next page

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