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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, 20 May, 2022
    Robert Armstrong
    Retailers meet the bear market Premium?content

    Plus, some optimism on sticky inflation

  • Thursday, 19 May, 2022
    Robert Armstrong
    Nowhere to hide Premium?content

    Even ‘safe’ stocks are selling off

  • Tuesday, 17 May, 2022
    Robert Armstrong
    澳门葡京赌场网站: worse

    Lockdowns have made government stimulus futile

  • Monday, 16 May, 2022
    Robert Armstrong
    The Faangs will be back Premium?content

    But the upstart retail brokers may not

  • Friday, 13 May, 2022
    Robert Armstrong
    Crypto scares everyone Premium?content

    And how the Fed can control rent inflation

  • Thursday, 12 May, 2022
    Robert Armstrong
    Food stocks defy the downtrend Premium?content

    Plus more on margins

  • Wednesday, 11 May, 2022
    Robert Armstrong
    Credit markets shudder Premium?content

    The risks are hard to measure, until something breaks

  • Tuesday, 10 May, 2022
    Robert Armstrong
    What is a ‘softish’ landing? Premium?content

    And El Salvador’s bitcoin debacle

  • Friday, 6 May, 2022
    Robert Armstrong
    What just happened?

    There is precious little logic left in the market

  • Thursday, 5 May, 2022
    Robert Armstrong
    The Fed has no plan Premium?content

    And are bonds in a bear market?

  • Wednesday, 4 May, 2022
    Robert Armstrong
    Margins look peaky Premium?content

    And more on sentiment

  • Tuesday, 3 May, 2022
    Robert Armstrong
    Searching for the bottom Premium?content

    Have risk assets finally adjusted to the new reality?

  • Monday, 2 May, 2022
    Robert Armstrong
    The horror that is 2022 Premium?content

    A close look at stocks’ very, very bad year so far

  • Friday, 29 April, 2022
    Robert Armstrong
    An ill omen from Amazon? Premium?content

    Plus inflation expectations and dividend stocks

  • Thursday, 28 April, 2022
    Robert Armstrong
    Archegos and the efficient markets hypothesis

    And 澳门葡京赌场网站’s ‘impossible trilemma’

  • Wednesday, 27 April, 2022
    Robert Armstrong
    The dollar ascendant Premium?content

    And the SEC vs activists, again

  • Tuesday, 26 April, 2022
    Robert Armstrong
    How to avoid a recession Premium?content

    And crypto yield farming

  • Monday, 25 April, 2022
    Robert Armstrong
    Investors brace for the Fed’s slowdown Premium?content

    What everyone thought would happen is happening now

  • Friday, 22 April, 2022
    Markets
    Activists vs the SEC Premium?content

    And maybe the Netflix mess was predictable?

  • Thursday, 21 April, 2022
    Robert Armstrong
    No, you did not see the Netflix mess coming

    Post-pandemic markets are genuinely more uncertain

  • Wednesday, 20 April, 2022
    Robert Armstrong
    Real rates and recession Premium?content

    And bitcoin vs bitcoin miners

  • Tuesday, 19 April, 2022
    Markets
    The Panglossian consensus Premium?content

    And consumer credit gone wild

  • Friday, 15 April, 2022
    Markets
    Slowing growth to the rescue Premium?content

    And 澳门葡京赌场网站 cannot solve Russia’s oil export problems

  • Thursday, 14 April, 2022
    Markets
    The good news in JPMorgan’s ‘bad’ quarter Premium?content

    Also, there are not enough commodities

  • Wednesday, 13 April, 2022
    Markets
    A fleck of good inflation news Premium?content

    Plus, the Russian oil shock is not priced in

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