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Monday, 4 August, 2025

Robert Armstrong
How bad was the jobs report? Premium content
Not quite as bad as it looked
Friday, 1 August, 2025

Robert Armstrong
Inflation is rising, and it’s not just the tariffs Premium content
Plus the simplicity of the Mag 7
Thursday, 31 July, 2025

Robert Armstrong
The FOMC and the luxury of dissent Premium content
Plus more on tariffs and price increases
Wednesday, 30 July, 2025

Robert Armstrong
Valuations and bubbles Premium content
Plus European markets shrug at the US trade deal
Tuesday, 29 July, 2025

Robert Armstrong
The market is looking through the tariffs
And it is right to do so (for now)
Monday, 28 July, 2025

Robert Armstrong
Have we all gone mad? Premium content
An inventory
Friday, 25 July, 2025

Aiden Reiter
Where do US house prices go from here? Premium content
And Bill Hwang’s legal luck
Thursday, 24 July, 2025

Aiden Reiter
Japan strikes a deal Premium content
The rate outlook is solidifying, but trade relief only goes so far
Wednesday, 23 July, 2025

Aiden Reiter
China at the negotiating table Premium content
And early tariff warnings from earnings guidance
Tuesday, 22 July, 2025

Aiden Reiter
The Magnificent 7 growth slowdown Premium content
Plus oil prices and secondary tariffs
Monday, 21 July, 2025

Hakyung Kim
Are US consumers running out of steam? Premium content
And thoughts on the Israeli market
Friday, 18 July, 2025

Aiden Reiter
Michael Froman: ‘We are not taking the trade-offs as seriously as we should be’ Premium content
Council on Foreign Relations president and former US Trade Representative on tariffs and Donald Trump’s deals
Thursday, 17 July, 2025

Robert Armstrong
The bitcoin rally Premium content
And bank results show the USA is OK
Wednesday, 16 July, 2025

Robert Armstrong
Tariff inflation arrives Premium content
And bad Treasury returns
Tuesday, 15 July, 2025

Markets
Student loans: a drag, not a disaster Premium content
Plus, is the emerging markets party over?
Monday, 14 July, 2025

Robert Armstrong
Lessons from the Kraft-Heinz cul-de-sac Premium content
Financial restructuring is, at best, a secondary source of value
Friday, 11 July, 2025

Robert Armstrong
Why copper tariffs are different Premium content
Plus Treasury issuance gambits
Thursday, 10 July, 2025

Robert Armstrong
Tokenised money market funds: pseudo-money Premium content
Plus market breadth
Wednesday, 9 July, 2025

Aiden Reiter
The debt limit is still a thing Premium content
Plus copper tariffs
Tuesday, 8 July, 2025

Robert Armstrong
The markets just don’t believe Trump on tariffs Premium content
And that might become a problem
Monday, 7 July, 2025

Robert Armstrong
The economy: still solid, slowing slightly Premium content
Plus the budget and renewable energy
Thursday, 3 July, 2025

Robert Armstrong
Are we rallying, or overcorrecting? Premium content
Plus car sales
Wednesday, 2 July, 2025

Robert Armstrong
The jobs market puzzle Premium content
Plus Medicaid and healthcare stocks
Tuesday, 1 July, 2025

Robert Armstrong
The fall in the dollar is not scary Premium content
And the big, beautiful bill
Monday, 30 June, 2025

Robert Armstrong
Meta and private credit Premium content
Plus central bank digital currencies

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