Robert Armstrong
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robarmstrong.bsky.social
Robert Armstrong
@robarmstrong.bsky.social
US Financial Commentator, Financial Times. Opinions mine, unfortunately. The pursuit of pleasure is hard work.
IF ONLY THERE WAS A SNAPPY ACRONYM
January 21, 2026 at 8:24 PM
Reposted by Robert Armstrong
If you liked Mark Carney's speech, then have a listen to this podcast interview with the Canadian prime minister by @gideonrachman.bsky.social recorded just after that interview www.ft.com/content/19f1...
Mark Carney on a world in rupture — and what comes next
‘Globalisation is over, but like-minded countries can still work together’
www.ft.com
January 21, 2026 at 4:53 PM
Reposted by Robert Armstrong
Joined @robarmstrong.bsky.social to chat what finl mkts make of US plans to invade its allies. Bleak stuff. podcasts.apple.com/gb/podcast/u...
Trade wars, real wars and the markets
Podcast Episode · Unhedged · 20/01/2026 · 23m
podcasts.apple.com
January 21, 2026 at 9:49 AM
Reposted by Robert Armstrong
@robarmstrong.bsky.social from TACO to FAFO? We don't know yet how it will go, but it will hurt both, Europe for sure. Long term the US too: a lot.
giftarticle.ft.com/giftarticle/... 🎁
Greenland: Taco or Fafo?
Plus mid caps play catch-up
giftarticle.ft.com
January 20, 2026 at 12:23 PM
Regime change occurred in US stock markets back on October 29. The last are now first.
January 17, 2026 at 6:41 PM
Reposted by Robert Armstrong
January 16, 2026 at 6:40 PM
Reposted by Robert Armstrong
A Trump Card? In the unlikely event these things see the light of day, I have a foreboding there'll be some effort to tie them to stablecoins.
Kevin Hassett on Trump's 10% cap on credit card interest rates: "Our expectations is that it won't necessarily require legislation because there will be great new Trump Cards provided voluntarily by the banks."
January 16, 2026 at 3:01 PM
Reposted by Robert Armstrong
🏆👂POD TIME👂🏆
Stock-picking competition edition!
Me, @lexiter.ft.com and @robarmstrong.bsky.social on:
-what was hot/not in 2025? 📈📉
-have I reclaimed a shred of dignity? 😭
-crucially: did I beat Rob? 😬
-who the hell had the brains to buy silver miners a year ago?? 🤓

www.ft.com/content/5fec...
Stock picking champs 2025
What bets paid off last year?
www.ft.com
January 16, 2026 at 11:43 AM
Reposted by Robert Armstrong
Don't miss @robarmstrong.bsky.social latest on fiscal dominance
www.ft.com/content/25d3...
Whose fault is fiscal dominance?
Monetisation and its discontents
www.ft.com
January 15, 2026 at 8:36 AM
Reposted by Robert Armstrong
What happens when Trump wants fiscal dominance but his partners won’t submit?

You can’t put the shit back in the donkey!

All this and more from @robarmstrong.bsky.social and @katie0martin.ft.com
Showdown at the Federal Reserve — Unhedged
On Sunday night, Federal Reserve Chairman Jay Powell took the extraordinary step of issuing a video saying he is being threatened with a criminal indictment because the Fed failed to follow “the prefe...
overcast.fm
January 14, 2026 at 4:25 PM
Reposted by Robert Armstrong
Did the good numbers even buy interest rates dinner first
???

*TRUMP:IN THE OLD DAYS, INTEREST RATES WENT DOWN ON GOOD NUMBERS
January 13, 2026 at 7:14 PM
Reposted by Robert Armstrong
ARMSTRONG: “.. The Trump administration’s actions have damaged the credibility of the next Fed chair .. The best hope for markets is that they don’t need the help of a credible and unified Fed in the next few years.”

@financialtimes.com @robarmstrong.bsky.social
www.ft.com/content/414a...
January 13, 2026 at 6:18 PM
Reposted by Robert Armstrong
And a very smart take by @robarmstrong.bsky.social on why the market reaction was subdued to the threat against the Fed www.ft.com/content/414a...
January 13, 2026 at 7:13 AM
The Fed and markets have a very serious problem
ft.com/content/21b5...
January 12, 2026 at 7:22 AM
Reposted by Robert Armstrong
If you think he's going to play nicely in markets/finance then I love that for you. Adorable.

My thing this weekend:

What is to stop Trump upending the rules in global finance too? - as.ft.com/r/53e52459-8...
What is to stop Trump upending the rules in global finance too?
[FREE TO READ] Action against Venezuela and sabre-rattling towards Greenland point to risks in US president’s approach to the Fed
as.ft.com
January 11, 2026 at 12:22 PM
Reposted by Robert Armstrong
And here is @robarmstrong.bsky.social's first take on the "bald attack on the Fed's independence" and why ironically it could could make less likely that the Fed will cut interest rates again soon www.ft.com/content/21b5...
January 12, 2026 at 7:05 AM
Reposted by Robert Armstrong
A week in LiBeRtArIaNisM, via @robarmstrong.bsky.social
January 10, 2026 at 6:04 PM
Reposted by Robert Armstrong
The “dirigiste” economy of Trump: full on interventionism on everything; very much reverse Reagan republican’ capitalism free market economy. @robarmstrong.bsky.social 🎁 giftarticle.ft.com/giftarticle/...
Chart of the Week: Donald Trump whipsaws markets
A week of bold actions and wild rhetoric
giftarticle.ft.com
January 11, 2026 at 12:53 AM
Reposted by Robert Armstrong
👂POD TIME👂
me and @robarmstrong.bsky.social on:

- Trump unleashed 🌎
- markets unfazed 😌
- even when he "has a screw-around with the corporate economy" 🤷🏻
- AI: credit vs equity 🫧
- kill the nudify stuff with fire 🔥

www.ft.com/content/140d...
Outlook 2026
How long can the markets ignore world events?
www.ft.com
January 9, 2026 at 11:28 AM
Reposted by Robert Armstrong
Very good Unhedged podcast on Venezuela and oil - with @jamiesmythft.bsky.social @robarmstrong.bsky.social @katie0martin.ft.com highly recommended podcasts.apple.com/gb/podcast/u...
Imperialism and the markets
Podcast Episode · Unhedged · 06/01/2026 · 20m
podcasts.apple.com
January 8, 2026 at 8:21 AM
Reposted by Robert Armstrong
claude code is fucking insane

i know literally NOTHING about Hegel. ZERO. and it just built me a complete system of German idealism
January 5, 2026 at 6:49 PM
Reposted by Robert Armstrong
🤓 👂🏼 POD TIME 👂🏼 🤓

QUIZ, where I set the questions so we can decide whether @robarmstrong.bsky.social or @johnsfoley.bsky.social is the winner of 2025, featuring:

-a sore finger ☝🏼
-posh chicken nuggets 💰
-the antichrist 🤪
-mid-life crises 👴🏼
-etc

Happy new year!

open.spotify.com/episode/0xxa...
Quiz show!
open.spotify.com
December 31, 2025 at 11:55 AM
Merry Christmas!
Untitled from Cubes in Color on Color http://www.moma.org/collection/works/100131
December 22, 2025 at 6:44 PM
I picking up hundreds of new followers on this platform. I think all of them are bots.

I am the robot king! Bow before me, my creepy fake minions!
December 22, 2025 at 6:12 PM