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Thursday, 15 January, 2026

Robert Armstrong
Whose fault is fiscal dominance?
Monetisation and its discontents
Wednesday, 14 January, 2026

Robert Armstrong
Progress on (half of) inflation
Plus fiscal dominance and the Fed
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Tuesday, 13 January, 2026

Robert Armstrong
Do markets care about Fed independence?
They will eventually
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Monday, 12 January, 2026

Robert Armstrong
Criminalising the Fed
Plus the employment/growth puzzle
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Saturday, 10 January, 2026

Oil
Trump whipsaws markets
A week of bold actions and wild rhetoric
Friday, 9 January, 2026

Robert Armstrong
Where are the hated stocks?
Contrarians have their work cut out
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Thursday, 8 January, 2026

Robert Armstrong
Bank mergers reconsidered
They are much needed and very hard to get right
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Wednesday, 7 January, 2026

Robert Armstrong
2026 predictions, part two
Just a few rate cuts, and cyclicals lead
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Tuesday, 6 January, 2026

Robert Armstrong
2026 predictions, part one
A strong economy, a bubble that doesn’t burst, and a bit of AI sanity
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Monday, 5 January, 2026

Robert Armstrong
Trump, Venezuela and the limits of the Taco trade
Plus, banks and activist investors
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Tuesday, 23 December, 2025

Robert Armstrong
The year in review (part two)
Our 2025 predictions, reviewed
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Monday, 22 December, 2025

Robert Armstrong
The year in review (part one)
The defining market themes of 2025
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Saturday, 20 December, 2025

Hakyung Kim
America’s current account woes
The risks of a weaker dollar on the current account deficit
Friday, 19 December, 2025

Hakyung Kim
Inflation: little to trust
Plus, Trump in Venezuela
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Thursday, 18 December, 2025

Robert Armstrong
Two views of AI and Big Tech
How much has changed?
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Wednesday, 17 December, 2025

Robert Armstrong
The economy is fine and everyone hates it
An old puzzle re-emerges
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Tuesday, 16 December, 2025

Robert Armstrong
How leveraged is the financial system?
And pricing inflation risk
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Monday, 15 December, 2025

Robert Armstrong
RMP = QE?
Fed bill buying vs Fed bond buying
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Saturday, 13 December, 2025

Hakyung Kim
The fashionably late Fed
Consequences of the Fed’s relative delay in cutting rates
Friday, 12 December, 2025

Hakyung Kim
The impact of a Russia-Ukraine peace deal
What will and won’t change with a resolution to the war
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Thursday, 11 December, 2025

Hakyung Kim
The Fed is stuck
Plus, the solar stock rally
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Wednesday, 10 December, 2025

Robert Armstrong
More good(ish) news on employment
Plus, don’t buy the dip
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Tuesday, 9 December, 2025

Robert Armstrong
The commodities rally
A hopeful sign for the economy in 2026?
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Monday, 8 December, 2025

Robert Armstrong
Bessent’s brag
Does the administration control the Treasury market?
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Saturday, 6 December, 2025

Hakyung Kim
The yen-yield break-up
The dollar-yen exchange rate is moving opposite the traditional pattern with yields

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