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Robert Armstrong

US financial commentator

Robert Armstrong is the FT’s US financial commentator and writes the Unhedged newsletter. Previously, he was US financial editor, chief editorial writer and has also edited the FT’s Lex Column. Before becoming a journalist, he worked in finance and studied philosophy.

Email Robert Armstrong @rbrtrmstrng  on Twitter (link opens in a new browser window)
Email Robert Armstrong @rbrtrmstrng  on Twitter (link opens in a new browser window)

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  • Friday, 22 October, 2021
    UnhedgedMarkets
    The Fed is still conflicted

    And a few words on gold and bitcoin

  • Thursday, 21 October, 2021
    UnhedgedEquities
    Strong earnings outweigh a slower economy

    Don’t underestimate the best companies

  • Wednesday, 20 October, 2021
    UnhedgedExchange traded funds
    Bitcoin ETFs should not exist

    And a few more words on margins

  • Tuesday, 19 October, 2021
    UnhedgedUS equities
    Why margins will stay high Premium content

    They are rooted in fundamentals and the rise of big tech

  • Tuesday, 19 October, 2021
    Menswear
    James Bond’s suits — the Spectre of tight tailoring

    Daniel Craig’s sartorial snugness was often at odds with his swashbuckling activities — so what next for the franchise’s fashion future?

  • Monday, 18 October, 2021
    UnhedgedUS Inflation
    Inflation is sticky; are margins? Premium content

    What to watch this earnings season

  • Friday, 8 October, 2021
    UnhedgedMarkets
    Expensive energy was the plan all along Premium content

    And China’s consumers

  • Thursday, 7 October, 2021
    UnhedgedEnergy crisis
    Energy prices gone wild Premium content

    This is no bottleneck

  • Wednesday, 6 October, 2021
    UnhedgedMarkets
    The wrong kind of value rally Premium content

    And some thoughts on quality

  • Promoted Content
  • Tuesday, 5 October, 2021
    UnhedgedEmerging market investing
    Emerging markets’ tough test Premium content

    Where stagflation hits hardest

  • Tuesday, 5 October, 2021
    Menswear
    Shoes like Jagger — how to wear trainers as a middle-aged man

    Now sneakers are the norm for most occasions, should one cling to the classics or embrace the eccentric?

  • Monday, 4 October, 2021
    Unhedged
    Is retail the canary in the coal mine? Premium content

    Super high margins can’t last for ever

  • Friday, 1 October, 2021
    UnhedgedUS retail
    Bed Bath & Beyond’s bubble bursts Premium content

    And two readings of the strong dollar

  • Thursday, 30 September, 2021
    UnhedgedSpecial purpose acquisition companies
    Spacs’ fee problem

    Real financial innovation does not increase costs

  • Wednesday, 29 September, 2021
    UnhedgedUS Inflation
    Reflation or stagflation Premium content

    Rising rates don’t have to crush stocks, but they can

  • Friday, 24 September, 2021
    UnhedgedEquities
    Bank stocks as bellwethers Premium content

    And back to the ’50s, again

  • Thursday, 23 September, 2021
    UnhedgedFederal Reserve
    Gentle Jay does it again Premium content

    How the Fed surprised no one

  • Wednesday, 22 September, 2021
    UnhedgedUS Inflation
    Summers and Roubini on inflation Premium content

    The bottlenecks are not going away

  • Tuesday, 21 September, 2021
    UnhedgedProperty sector
    The real risk from Evergrande Premium content

    The main worry is growth, not contagion

  • Monday, 20 September, 2021
    UnhedgedEquities
    The bull case on stocks Premium content

    Slower growth, but solid growth

  • Friday, 17 September, 2021
    UnhedgedEquity valuation
    The bear case on stocks Premium content

    Euphoria is fading as profit growth plateaus

  • Thursday, 16 September, 2021
    UnhedgedMarkets
    Why we get inflation wrong

    And the ESG gravy train

  • Wednesday, 15 September, 2021
    US Inflation
    Not enough good inflation news Premium content

    And investor optimism fades

  • Tuesday, 14 September, 2021
    UnhedgedMarkets
    In defence of the inflation neurotics Premium content

    And more on taxing buybacks

  • Monday, 13 September, 2021
    UnhedgedMarkets
    Should we tax buybacks? Premium content

    The Dems come for a Wall Street favourite

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