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Markets, finance and strong opinions

Robert Armstrong dissects the most important market trends and discusses how Wall Street's best minds respond to them.
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  • Tuesday, 28 March, 2023
    Silicon Valley Bank
    SVB, resolved Premium content

    How the story ends

  • Monday, 27 March, 2023
    Robert Armstrong
    The Fed and the market are both right Premium content

    Also, more on CRE, and Apple vs Google

  • Friday, 24 March, 2023
    Robert Armstrong
    Banks: quickly, then slowly Premium content

    The crisis phase will give way to profit pressure

  • Thursday, 23 March, 2023
    Robert Armstrong
    Powell splits the difference Premium content

    The banking crisis is a mystery to the Fed, too

  • Wednesday, 22 March, 2023
    Robert Armstrong
    What the Fed should do Premium content

    Steady on, Jay

  • Tuesday, 21 March, 2023
    Markets
    Against bank stocks Premium content

    Plus, people are worrying about commercial real estate

  • Monday, 20 March, 2023
    Robert Armstrong
    First Republic could use a deal, too Premium content

    Plus, regional bank lending matters a lot

  • Friday, 17 March, 2023
    Robert Armstrong
    First Republic’s red flags Premium content

    Why the market turned against the bank

  • Thursday, 16 March, 2023
    Robert Armstrong
    Credit Suisse under siege Premium content

    The fear bug jumps to Europe

  • Wednesday, 15 March, 2023
    Robert Armstrong
    The bailout blues Premium content

    Is protecting uninsured depositors really so bad?

  • Tuesday, 14 March, 2023
    Robert Armstrong
    Will another bank fall?

    And have rates gone mad?

  • Monday, 13 March, 2023
    Robert Armstrong
    SVB was only a little bit insolvent, luckily Premium content

    Plus the jobs report

  • Friday, 10 March, 2023
    Robert Armstrong
    SVB is not a canary in the banking coal mine Premium content

    All we have to fear is fear itself, and that’s plenty

  • Thursday, 9 March, 2023
    Robert Armstrong
    The global rally revisited Premium content

    The catalysts have fizzled

  • Wednesday, 8 March, 2023
    Robert Armstrong
    Jay Powell makes an important change Premium content

    Fed chief says pace of rate rises matters in battle against inflation

  • Tuesday, 7 March, 2023
    Robert Armstrong
    All eyes on sales growth Premium content

    And share compensation expense

  • Monday, 6 March, 2023
    Ethan Wu
    Will the Fed scrap 2 per cent? Premium content

    And what it might do instead

  • Friday, 3 March, 2023
    Robert Armstrong
    Why activists love Salesforce Premium content

    Room to grow margins, tons of cash flow — and bad habits

  • Thursday, 2 March, 2023
    Robert Armstrong
    Why own stocks? Premium content

    And does Goldman need an activist?

  • Wednesday, 1 March, 2023
    Robert Armstrong
    The frozen housing market Premium content

    And what it means for the economy

  • Tuesday, 28 February, 2023
    Robert Armstrong
    Do most buybacks destroy value? Premium content

    Plus, US stocks are expensive

  • Monday, 27 February, 2023
    Robert Armstrong
    2022 never ended Premium content

    And Buffett on buybacks

  • Friday, 24 February, 2023
    Sujeet Indap
    Trickery reigns in distressed debt Premium content

    The legal gymnastics are ugly, but maybe not so bad

  • Thursday, 23 February, 2023
    Jennifer Hughes
    We’re not nearly there yet Premium content

    Plus, Australia’s RBA under fire

  • Wednesday, 22 February, 2023
    Ethan Wu
    The other source of US strength Premium content

    And the Fed’s inflation target

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