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UK manufacturing
UK government eyes AstraZeneca factory expansion deal
...He set aside £520mn in his November Autumn Statement to “build resilience for future health emergencies and capitalise on the UK’s R&D strengths”....
January 24, 2024
Transcript
Transcript: Wall Street bets on Reddit
...So when you set up a new subreddit, if I want to set up r/unhedged, right, I am then the moderator of r/unhedged and I can decide, OK, what are the rules we’re gonna put in place?...
March 28, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Transcript
Transcript: Can the US stock market stand 3% US inflation?
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
March 14, 2024
Unhedged
Adam Posen: ‘We overlooked how resilient people are’ Premium content
...If you have a better plan, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Friday interview: Adam Posen Adam Posen is president of the Peterson Institute for International Economics....
March 1, 2024
Unhedged
Dani Rodrik: doing industrial policy right Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Friday interview: Dani Rodrik Dani Rodrik, the Harvard economist, is best known for his early critiques of unfettered globalisation....
February 9, 2024
Unhedged
Olivier Blanchard on debt explosions Premium content
...If this is the case, then the increase in r is not such bad news, as it comes with an increase in g....
November 17, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Robert Armstrong
2023, the year of the incompetent fraud
...Robert Armstrong is the FT’s US financial commentator and writes the Unhedged newsletter...
December 22, 2023
Transcript
Transcript: Markets gone wild
...Katie MartinRob Armstrong over there in New York....
December 19, 2023
Unhedged
What Big Tech antitrust gets wrong Premium content
...If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
January 19, 2024
Unhedged
Claudia Sahm: it’s clear now who was right
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
December 8, 2023
UnhedgedRobert Armstrong
Positive real yields sting safe stocks Premium content
...Let us know what you are watching and why: robert.armstrong@ft.com and ethan.wu@ft.com. Staples stocks as bond substitutes Sometimes I overthink things....
October 16, 2023
News in-depthUK politics
UK’s ‘technical’ recession is politically toxic for Rishi Sunak
...That means that the “R” word will be hanging around the prime minister’s neck until at least May, when the next quarterly GDP figures are released, unless last year’s figures are revised upwards in the meantime...
February 15, 2024
Coinbase
Coinbase hires George Osborne as adviser
...Former UK chancellor George Osborne has joined the advisory council of cryptocurrency exchange Coinbase, as the company faces increasing regulatory scrutiny....
January 31, 2024
Unhedged
The American boom Premium content
...(Armstrong & Wu) One good read Marc Andreessen is not so much a techno-optimist as a reactionary futurist....
October 27, 2023
Unhedged
The Zombie notpocalypse Premium content
...They are probabilistic bets on successful R&D: most of the time your investment goes to zero, but occasionally you’ll get a massive outsized return....
November 21, 2023
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Unhedged
Regime change is here
...Or email the big man himself: robert.armstrong@ft.com....
April 19, 2024
ReviewAlbums
Green Day revive rock-and-roll stupidity in Saviors
...The title track takes aim at a dumbed-down America led by the unintellectual George W Bush, “one nation controlled by the media”, as Armstrong sings....
January 19, 2024
UK politics
Ex-Tory MP Lee Anderson defects to Reform UK
...Anderson last year told local Tory activists in Cambridgeshire: “Now there is a political party that begins with an R that offered me a lot of money to join them....
March 11, 2024
Inside Politics
What George Galloway’s sweeping win in Rochdale says
...George Galloway — standing for the Workers Party of Britain — has won the Rochdale by-election, to no one’s particular surprise....
March 1, 2024
Unhedged
A scary, but noisy, inflation report Premium content
...If you have a theory about footwear-specific investment risks, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
October 13, 2023
UK economy
BoE’s Bailey sees signs of ‘somewhat stronger’ UK growth
...“Sunak’s big claim is that he knows how to run the economy, but if the ‘R’ word is being discussed in an election year, that’s very bad for him. We want to fight the election on the economy.”...
February 12, 2024
Transcript
Transcript: Is OpenAI’s business model sustainable?
...Madhumita Murgia And his point was, there’s this kind of tension where, you know, they could easily build a profitable business, stop putting so much money into R&D and just improve their primary product...
February 28, 2024
World
FirstFT: Trump-backed candidate wins Ohio Republican primary
...Additional contributions from George Russell and Benjamin Wilhelm...
March 20, 2024
Unhedged
The arc of history, and markets Premium content
...It is tempting, for example, to take George Soros’ theory of reflexivity or Ray Dalio’s talk about five big forces of history seriously as predictive frameworks....
September 19, 2023
House & Home
How metalwork moved from shipbuilding to furniture-making
...This industrial heritage is reflected in Novocastrian’s location, just outside Newcastle city centre on the Armstrong estate, named after the pioneering 19th-century industrialist and engineer William Armstrong...
March 31, 2024

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