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Political books
US 2024 election: The 10 books to read ahead of the ballot in November
...All the King’s Men by Robert Penn WarrenEverything you need to know about demagoguery America-style, via a thinly disguised portrait of Huey Long of Louisiana....
March 19, 2024
Markets
Can spreads ever be too tight? Premium content
...Send me your thoughts: robert.armstrong@ft.com. Can spreads ever be too tight? To the extent that markets people are worried about an overheated market, their concerns are focused on US stocks....
March 19, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Unhedged
Where Tesla departs from the Mag 7 Premium content
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
April 3, 2024
Transcript
Transcript: The great British bargain show
...Robert ArmstrongYeah, right when Brexit happens. You have to ask an additional question. A, does Brexit have something to do with this? And B, does that make any sense? Ethan WuYeah. It’s irrational....
March 26, 2024
UnhedgedRobert Armstrong
Berkshire or the S&P? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 26, 2024
Unhedged
Torsten Slok: the Fed won’t cut this year Premium content
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
March 22, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Life & Arts
FT Weekend Quiz: David Bowie, Hillary Clinton and ‘Peaky Blinders’
...What kind of vessels were the Robert E Lee and the Natchez, which took part in a celebrated race on the Mississippi in 1870?...
March 29, 2024
Unhedged
Shopping for commercial real estate Premium content
...For example: “In my view, [public markets aren’t] differentiating enough between office Reits that hold B-tier assets and office Reits that hold A-tier assets.”...
January 18, 2024
Unhedged
Five questions for 2024 Premium content
...We like boxes B and C. Will the long end follow the short end down, and why? We can debate how much short rates will come down, but it seems pretty clear that they will fall....
December 19, 2023
Unhedged
The next corporate debt crisis Premium content
...Spreads over Treasuries of triple-B (lowest rung of investment grade) and double-B and single-B (upper parts of high yield) bonds were higher earlier this year, before long term interest rates jumped, and...
November 7, 2023
Unhedged
The labour market’s soft landing Premium content
...Send us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com....
December 7, 2023
Transcript
Transcript: Down the liquidity hole
...not for the reason that everybody else says it, which is that he was a brilliant investor who helped make Berkshire Hathaway the towering financial success that it is, but because he is A) hilarious and B)...
November 30, 2023
Unhedged
It’s a good time to be Rick Rieder Premium content
...Let us know who you would like to hear from on future Fridays: robert.armstrong@ft.com and ethan.wu@ft.com....
December 1, 2023
Letter
Letter: Foreign policy is constant, America’s parties waver
...When Democrats were in the White House — starting with Franklin D Roosevelt and then under John F Kennedy, Lyndon B Johnson, Bill Clinton, and even Barack Obama — they favoured internationalist policies,...
January 25, 2024
Inside Politics
Rishi Sunak doesn’t help his chances amid a dire public realm
...Heaping it on | Robert Halfon’s shock decision to quit as minister for skills in the education department came within hours of the resignation of armed forces minister James Heappey yesterday....
March 27, 2024
FT Live
The Global Boardroom: 8th Edition
FT journalists in conversation with leaders in business and government
Wednesday, 4 DecemberDigital Conference
In the footsteps of . . .
Across the Yorkshire Dales in the footsteps of JB Priestley
The past chimes with the present on a walk through the landscape that, the author wrote in 1934, offers ‘everything a man can possibly want’
September 5, 2023
UnhedgedRobert Armstrong
The case for optimism Premium content
...If your confidence is at a maximum, lay an opinion on us: robert.armstrong@ft.com and ethan.wu@ft.com. Can the good times last?...
November 6, 2023
Unhedged
The Zombie notpocalypse Premium content
...Across weaker companies and weaker properties, capital structures and valuations need updating, but not every B-grade office building is facing the bulldozer....
November 21, 2023
Unhedged
Japan is changing, slowly Premium content
...Share your economic prayers with us: robert.armstrong@ft.com and ethan.wu@ft.com....
November 1, 2023
Transcript
Transcript: Tory turmoil — Sunak stumbles towards end of year
...The key loophole in that text was that, A, the language wasn’t binding, and B, there was no clear date....
December 15, 2023
Unhedged
Bob Michele: ‘the Fed should start cutting rates’ Premium content
...So money that did go into high yield went into higher quality, including double-B bonds....
January 5, 2024
Europe Express
How Charles Michel’s parliament plan fires up the EU’s top job battle Premium content
...What to watch today German economy minister Robert Habeck meets European Commission President Ursula von der Leyen in Brussels....
January 8, 2024
UnhedgedRobert Armstrong
Buybacks’ moment of truth Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Will higher rates curb buybacks and send the market lower?...
September 18, 2023
Unhedged
Better growth = more uncertainty Premium content
...If you know, enlighten us: robert.armstrong@ft.com and ethan.wu@ft.com....
October 18, 2023
Travel
43 holidays to take in 2024
...Other parts of the palace are used for performances too, not least the Hall of Mirrors, where Purcell’s Dido and Aeneas can be heard on April 20, and the Chapelle Royale, where Bach’s B Minor Mass and Mozart...
December 30, 2023

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