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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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  • Tuesday, 14 May, 2024
    Robert Armstrong
    Good Kitty or bad Kitty? Premium content

    Cometh the hour, cometh the meme

    Roaring Kitty, also known as Keith Gill, speaks in a video
  • Monday, 13 May, 2024
    Robert Armstrong
    Is Upstart really an AI play? Premium content

    Plus hand-to-mouth Americans

  • Friday, 10 May, 2024
    Markets
    Gilles Dellaert: ‘We’re seeing a structural shift’ Premium content

    Blackstone’s credit boss on the migration of loans from banks to asset managers

    Blackstone global head of credit and insurance Gilles Dillaert during an interview in New York
  • Thursday, 9 May, 2024
    Markets
    How to worry about markets Premium content

    There’s always bad news somewhere

    Montage of a bear statue and a computer screen chart
  • Wednesday, 8 May, 2024
    Berkshire Hathaway Inc
    Berkshire’s next move Premium content

    What’s a conglomerate for?

    An attendee at Berkshire Hathaway’s annual meeting holds a cardboard cutout of Warren Buffett’s face
  • Tuesday, 7 May, 2024
    Markets
    Warren Buffett: The world’s richest index-hugger Premium content

    How much does he matter, financially?

    arren Buffett
  • Monday, 6 May, 2024
    Robert Armstrong
    A cooler jobs market may not be enough Premium content

    And utilities revisited

  • Friday, 3 May, 2024
    Markets
    Agustín Carstens: ‘the Basel regime has been very good for the banks’ Premium content

    The BIS head on making global banking better

    Agustín Carstens
  • Thursday, 2 May, 2024
    Robert Armstrong
    The frozen Fed Premium content

    And the spill at Starbucks

    Jay Powell
  • Wednesday, 1 May, 2024
    Robert Armstrong
    The Fed is stuck, and so are stocks Premium content

    Growth is still strong and inflation too high

    Montage of US dollar bills and NY skyline
  • Friday, 19 April, 2024
    US economy
    Regime change is here

    In the US economy, and at Unhedged

    The New York City skyline with a background of US $100 banknotes
  • Thursday, 18 April, 2024
    Markets
    Are higher rates inflationary? Premium content

    And the death of the stock size factor

  • Wednesday, 17 April, 2024
    Markets
    Inflation narrative whiplash Premium content

    And bank earnings

    The Manhattan skyline with US $100 banknotes in the background
  • Tuesday, 16 April, 2024
    Markets
    The equity rally is on pause Premium content

    Plus, how oil got to $90

    A trader on the New York Stock Exchange floor
  • Monday, 15 April, 2024
    Robert Armstrong
    Art as investment and investment as art Premium content

    The stock market and the art market are, alas, not so different

  • Friday, 12 April, 2024
    Markets
    Harley Bassman: mortgage bond prices are ‘off the charts crazy’ Premium content

    The ‘convexity maven’ on his Wall Street tenure and why mortgage spreads look juicy

  • Thursday, 11 April, 2024
    US inflation
    Inflation is not going quietly Premium content

    And Apple’s legal fight

    Jay Powell
  • Wednesday, 10 April, 2024
    Markets
    Fear of inflation returns Premium content

    Plus, readers reply on private credit’s excess returns

    The New York Stock Exchange building
  • Tuesday, 9 April, 2024
    Robert Armstrong
    Does private credit generate excess returns? Premium content

    And if so, how?

    A photo illustration of a person holding US $100 banknotes
  • Monday, 8 April, 2024
    Robert Armstrong
    Higher earnings, please Premium content

    And the cheapness of Europe

  • Friday, 5 April, 2024
    Markets
    Philip Tetlock on teaming up with AI Premium content

    How computers could help us see the future more clearly

    Philip Tetlock
  • Thursday, 4 April, 2024
    Markets
    The US economy is normal again Premium content

    And some excitement in utilities

    The New York City skyline with a background of US $100 banknotes
  • Wednesday, 3 April, 2024
    Markets
    Where Tesla departs from the Mag 7 Premium content

    And does leadership diversity boost margins?

  • Tuesday, 2 April, 2024
    Markets
    What’s wrong with Apple? Premium content

    And momentum vs sentiment

    Tim Cook, chief executive of Apple, at the China Development Forum 2024 in Beijing
  • Monday, 1 April, 2024
    Robert Armstrong
    How dominant is fiscal dominance? Premium content

    And replies on UK stocks

Previous page You are on page 2 Next page

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