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Robert Armstrong dissects the most important market trends and discusses how Wall Street's best minds respond to them.
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The former head of the New York Fed on macro lessons, monetary policy and the coming US fiscal crisis
Washington deficits could yet terrify Treasury markets
And bad small-cap balance sheets
How dangerous is higher for longer?
The US economy is not headed over a cliff
The rates cycle, that is
Plus, combining journalism and trading
And tobacco companies
And a regime shift in risk-adjusted returns
A strong economy is not enough
The very opposite of a recession
And the US economy is strong
And more on stockpickers
Why own a fund manager?
And bank margins are fine
Plus, the carbon premium
India’s geopolitical and economic pull is growing
And company shaming in Japan
And Citi’s sandwich sacking
And how tight policy constrains supply
Plus staples and geopolitics
Is America still indispensable?
And more on the term premium
Markets are bad at assessing geopolitical risk
A return to the historical norm implies much higher long yields