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UnhedgedRobert Armstrong
JPMorgan’s increasing returns Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How did JPM become so dominant?...
March 11, 2024
Unhedged
America the possibly beautiful Premium content
...This, as I understand it, is one upshot of the work of people such as Atif Mian, Ludwig Straub and Amir Sufi; and Michael Pettis and Matthew Klein....
January 16, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Unhedged
Adam Posen: ‘We overlooked how resilient people are’ Premium content
...Take the late Robert Solow’s exogenous growth theory....
March 1, 2024
FT Swamp Notes
What is gold telling us? Premium content
...As economist Michael Pettis has written, when everyone subsidises manufacturing all at once, trade wars and currency wars ensue. Another Trump presidency would put this on steroids....
April 8, 2024
Unhedged
China has little choice but stimulus Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Will China be forced to stimulate?...
March 12, 2024
Unhedged
The multipolarity thesis: the verdict of Unhedged and Chartbook Premium content
...We are keen to hear readers’ thoughts: robert.armstrong@ft.com and ethan.wu@ft.com....
October 12, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
UnhedgedRobert Armstrong
Our 2023 stock picks Premium content
...In the grand scheme of things, not very, writes Michael Pettis....
January 20, 2023
UnhedgedRobert Armstrong
Mortgage bonds at the epicentre Premium content
...Two good reads Edward White’s read on China’s pivot to consumer-led growth and Michael Pettis’ recent FT piece on a similar topic are a nice pairing....
October 6, 2022
FT Swamp Notes
Kissinger was right about this Premium content
...I’d encourage everyone to read the manuscript, Rebuilding American Capitalism: A Handbook for Conservative Policymakers, which has pieces by everyone from Guanghua professor Michael Pettis to Lighthizer...
May 26, 2023
UnhedgedRobert Armstrong
Japan’s unique position
...We’re keen to hear your thoughts, too: robert.armstrong@ft.com and ethan.wu@ft.com....
October 3, 2022
UnhedgedRobert Armstrong
China stocks bounce Premium content
...I asked Unhedged’s favourite China economist, Michael Pettis of Peking University, if concrete and significant measures are on their way or not....
June 30, 2022
UnhedgedRobert Armstrong
War and markets Premium content
...Peking University professor Michael Pettis thinks so. Here’s Pettis in a tweet on Wednesday: Large bitcoin investors probably have no choice but to invest in the bond....
April 1, 2022
UnhedgedRobert Armstrong
China under pressure, a debate Premium content
...As you can read over at Chartbook today, Robert and Ethan take a pessimistic line heavily informed by the thinking of Michael Pettis and George Magnus....
March 24, 2022
UnhedgedRobert Armstrong
Archegos and the efficient markets hypothesis
...Email me: robert.armstrong@ft.com....
April 28, 2022
Feature
China under pressure, a debate
...As you can read over at Chartbook today, Robert and Ethan take a pessimistic line heavily informed by the thinking of Michael Pettis and George Magnus....
March 24, 2022
FT Live
The Global Boardroom: 8th Edition
FT journalists in conversation with leaders in business and government
Wednesday, 4 DecemberDigital Conference
China’s Communist party congress
Xi Jinping’s last chance to revive the Chinese economy
...discussed in Xinhua and People’s Daily a few times every week, and during economic policy speeches they always promise to make consumption a much more important driver of growth in the future,” says Michael Pettis...
October 5, 2022
UnhedgedRobert Armstrong
Short sellers need not fear transparency
...One good read Michael Pettis on why a rising trade surplus is bad news for China’s economy....
January 18, 2022
UnhedgedRobert Armstrong
Turkey needs the world to believe Premium content
...Email me: robert.armstrong@ft.com....
December 22, 2021
UnhedgedRobert Armstrong
Will China have to loosen policy?
...Send us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. Will Evergrande force China into a policy shift?...
December 7, 2021
UnhedgedRobert Armstrong
If the flows go on forever Premium content
...Hat tip to Michael Pettis for pointing it out. I am not sure how much Caixin reflects widely-held views in China, or coincides with the views of the Communist party....
October 27, 2021
The Weekend Essay
Why trade couldn’t buy peace
...In proposing the establishment of the European Coal and Steel Community in 1950, French foreign minister Robert Schuman declared that he wanted a process of European economic integration to “make war not...
September 23, 2022
UnhedgedRobert Armstrong
Less liquidity, less fun
...But it might be useful to think of them in contrast to Robert Shiller’s classic model from Irrational Exuberance....
June 15, 2021
UnhedgedRobert Armstrong
US Treasury yields crash. What took them so long? Premium content
...If you know the secret the market is concealing from me, email it along: Robert.Armstrong@ft.com Plenty of explanations for falling yields, none of them much good I’ve been away for a week or so....
July 8, 2021
UnhedgedRobert Armstrong
Lumber, jacked Premium content
...Email me: Robert.Armstrong@ft.com Tiiimmmberrrrrrrrrr! Or, rather, Luuummmberrrrr!...
June 16, 2021
Robert Armstrong
Business will be the loser in the US-China fight
...robert.armstrong@ft.com...
May 27, 2020

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