Robert Armstrong
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Articles by Robert Armstrong
Alexandra Wilson-Elizondo: ‘People are asking the wrong question’
Good morning. Last week did not end on a happy note — oil up, stocks down, even gold taking a hit.
Winter arrives in markets
Good morning.
Who’s paying for the AI build-out? Probably you
What was the cost of the Great Pyramid of Giza, as a percentage of the Fourth Dynasty’s GDP?
Hiding from the everything trade
Good morning. To the surprise of literally nobody, the AI trade has thrown a bit of a fit in the past few days.
Transcript: The AI boom stumbles
This is an audio transcript of the Unhedged podcast episode: ‘The AI boom stumbles’ Katie Martin There’s some bad juju in the markets...
CPI comes in hot, AI goes cold
Good morning.
Is the K-shaped economy really more of an E?
No idea has left a deeper mark on public conversations about markets and the economy in recent years than the “K-shaped economy”, a...
Transcript: Mortgages, diesel and the US midterms
This is an audio transcript of the Unhedged podcast episode: ‘Mortgages, diesel and the US midterms’ Katie Martin Never bet against the...
Is the US economy as narrow as its stock market?
Good morning. Pimco’s CIO, Dan Ivascyn, told the FT last week that the 10-year Treasury yield could hit 6 per cent.
Hedge funds as systemic risks
Good morning.
Some much-needed American optimism on Europe
Even casual observers of equity markets will have noticed how cheap European stocks look compared to American ones: in aggregate, they...
Transcript: Is France too blasé about borrowing costs?
This is an audio transcript of the Unhedged podcast episode: ‘Is France too blasé about borrowing costs?’ Katie Martin Rob and I have...
Transcript: There is only one trade
This is an audio transcript of the Unhedged podcast episode: ‘There is only one trade’ Katie Martin Stocks right now are not really what...
How to dress like a man
Is there such a thing as masculine style? In one sense the answer is obviously yes.
The jobs market is still fine
Good morning. Diesel prices backed off Friday after the G7 countries’ decision to release 100mn barrels of reserves.
My mortgage is a problem for the Fed, and for America
I bought my house in Brooklyn in 2020, using a 30-year fixed-rate mortgage priced at 2.75 per cent.
Donald Quintin: ‘We’re entering a different market now’
Good morning. The S&P 500 has been all but unchanged for four months.
Transcript: Hyperscale my debt!
This is an audio transcript of the Unhedged podcast episode: ‘Hyperscale my debt!’ Katie Martin Heaven knows there is a lot going on in...
Transcript: An ode to stock picking
This is an audio transcript of the Unhedged podcast episode: ‘An ode to stock picking’ Katie Martin Picking stocks is the darkest of dark...
Bonds can keep falling
Good morning.
Transcript: Bond bombshell
This is an audio transcript of the Unhedged podcast episode: ‘Bond bombshell’ Katie Martin Buckle up, folks, because the wheels are...
The SVB postmortem continues
Good morning.
Private credit’s “soft” defaults
Good morning. Is the stock market setting up for another AI scare?
Transcript: Turkish dismay
This is an audio transcript of the Unhedged podcast episode: ‘Turkish dismay’ Robert Armstrong Nothing teaches us more about how markets...
Quiet please, the currencies are sleeping
Good morning.
Where are the biggest market risks? You asked, Katie Martin and Robert Armstrong answered
Concern over the prospect of an AI-induced doomsday scenario has taken the shine off US tech stocks.
Nepotism at Berkshire
Good morning. On Friday, the Bank of Japan raised interest rates, and the Bank’s governor signalled that more increases may be on the way.
Transcript: News alert — Fed acts normal
This is an audio transcript of the Unhedged podcast episode: ‘News alert: Fed acts normal’ Katie Martin Finally, something normal has...
Getting to know Mr Warsh
A clearer reaction function is a fine substitute for forward guidance ©The Financial Times Limited 2020 Sep 17, 2026 / 01:23 PM IST All Rights Reserved. FT and Financial Times are trademarks of the Financial Times Limited Not to be redistributed, copied or modified in any way.
Getting to know Mr Warsh
Good morning. At the end of August, I wrote a piece called “The US consumer is showing some strain”.
The Apple trust premium in the age of AI
The new folding-screen iPhone will set you back $1,999 for the base model — new territory for an Apple handset.
Transcript: Should markets discount the AI apocalypse?
This is an audio transcript of the Unhedged podcast episode: ‘Should markets discount the AI apocalypse?’ Katie Martin Human listeners of...
Transcript: Oil, yen and egonomics
This is an audio transcript of the Unhedged podcast episode: ‘Oil, yen and egonomics’ Katie Martin There’s some big egos pushing global...
Must high bond yields crack stocks?
Good morning. Oil passed $100 yesterday, for the first time since July.
Transcript: Unhedged Live — How Katie was “right all along”
This is an audio transcript of the Unhedged podcast episode: ‘Unhedged Live — How Katie was ‘right all along’’ Katie Martin Hello and...
More on the 60/40 portfolio
Good morning. A pop higher in the yen yesterday got the rumour mill whirring on whether we had another intervention on our hands.
How AI can put out its PR dumpster fire
The public reputation of the big AI companies is an absolute dumpster fire.
Transcript: Warsh and peace
This is an audio transcript of the Unhedged podcast episode: ‘Warsh and peace’ Katie Martin Sometimes what we all really need is a good...
More Warshology
Good morning. The 10-year Treasury yield nudged another 4 basis points higher yesterday, just enough to hit a 19-month high.
Warsh settles some nerves at Jackson Hole
The annual Jackson Hole conference is usually a place where Federal Reserve chairs take a step back and provide a broader view of policy...
The US consumer is showing some strain
Good morning.
Transcript: Canada says no thank you
This is an audio transcript of the Unhedged podcast episode: ‘Canada says no thank you’ Katie Martin Everybody needs good neighbours but...
The US is gambling with its role as the world’s investment hub
When we talk about American financial hegemony, we almost always talk about the US dollar.
Transcript: Bombing the bond market
This is an audio transcript of the Unhedged podcast episode: ‘Bombing the bond market’ Robert Armstrong Do you love listening to the...
Kevin Warsh’s monetary hall of mirrors
Good morning, happy US inflation data day to all who observe, and if you’re in Europe, happy solar eclipse day! Remember not to look...
Is the AI trade back?
Good morning. Citadel has emerged as one of the few winners from last month’s AI rout.
Who needs consultants in the age of AI?
In the age of artificial intelligence, what happens to people who sell the human variety?
Markets are getting AI right
Despite what you may have heard about an inflating market bubble, the US stock market isn’t rising.
What Warsh is (probably) up to
Good morning. Choose your name carefully.
Transcript: Is the Fed the referee or the best player?
This is an audio transcript of the Unhedged podcast episode: ‘Is the Fed the referee or the best player?’ Robert Armstrong Listeners, do...
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