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Friday, 25 April, 2025

Robert Armstrong
Markets cannot go on like this Premium content
And bad hard data arrives
Thursday, 24 April, 2025

Robert Armstrong
Private equity in the time of Trump Premium content
And why are Spacs back?
Wednesday, 23 April, 2025

Robert Armstrong
A crucial earnings season Premium content
And more on inflation expectations
Tuesday, 22 April, 2025

Robert Armstrong
Donald Trump needs Jay Powell Premium content
And he probably knows it
Friday, 18 April, 2025

Aiden Reiter
Does the market need to be concerned about AI adoption? Premium content
And a conversation with Brent Neiman, whose research was cited in the ‘reciprocal tariff’ calculations
Thursday, 17 April, 2025

Aiden Reiter
Decoding recent moves in Treasury yields Premium content
Uncertainty is high — but maybe not disastrously so
Wednesday, 16 April, 2025

Aiden Reiter
Emerging markets’ unexpected outperformance after “liberation day” Premium content
It may not last forever
Tuesday, 15 April, 2025

Sujeet Indap
A Chips Act cautionary tale Premium content
Wolfspeed has stepped into a trap
Monday, 14 April, 2025

Robert Armstrong
The tariff crisis is not existential Premium content
And lessons from ‘73
Friday, 11 April, 2025

Robert Armstrong
The Trump tariff crisis is not over yet Premium content
Plus more on valuing stocks in a crisis, and inflation
Thursday, 10 April, 2025

Robert Armstrong
Markets 1, Trump 0
Plenty of game left to play, though
Wednesday, 9 April, 2025

Robert Armstrong
Do Treasuries hedge stocks right now? Premium content
Tariffs and positive correlation
Tuesday, 8 April, 2025

Robert Armstrong
When to buy the dip
Risky assets are cheaper — but not cheap enough
Monday, 7 April, 2025

Robert Armstrong
Solving for three variables with markets in chaos Premium content
And a warning from Canada’s job numbers
Friday, 4 April, 2025

Robert Armstrong
What the dollar’s bad day shows Premium content
Tariffs are supposed to be dollar positive. What happened?
Thursday, 3 April, 2025

Markets
Trump goes for shock therapy Premium content
The market was far too optimistic
Wednesday, 2 April, 2025

Robert Armstrong
The source of the gold rally may be fear Premium content
Plus more bad hard data
Tuesday, 1 April, 2025

Robert Armstrong
What to expect on ‘liberation day’ Premium content
And will wealthy consumers pull back?
Monday, 31 March, 2025

Robert Armstrong
Bad ‘hard’ data creeps in Premium content
And replies on CoreWeave
Friday, 28 March, 2025

Robert Armstrong
Valuing CoreWeave Premium content
Plus the US fiscal impulse
Thursday, 27 March, 2025

Robert Armstrong
Poor consumer sentiment is still just talk Premium content
And it may never turn into action
Wednesday, 26 March, 2025

Robert Armstrong
There is no Bessent put in the Treasury market Premium content
And people are still buying a lot of US stocks
Tuesday, 25 March, 2025

Robert Armstrong
Cheap oil is not the Trump administration’s top energy priority Premium content
Plus politics versus markets in Turkey
Monday, 24 March, 2025

Robert Armstrong
Private equity’s struggles Premium content
Are they cyclical or structural?
Friday, 21 March, 2025

Robert Armstrong
Bessent’s debt dilemma Premium content
And tariffs’ drag on earnings

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