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Robert Armstrong

@robarmstrong.bsky.social
49K followers 393 following 528 posts

US Financial Commentator, Financial Times. Opinions mine, unfortunately. The pursuit of pleasure is hard work.

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Reposted by Robert Armstrong
Katie Martin @katie0martin.ft.com · 16h
i took the piss out of @robarmstrong.bsky.social when he said this but in fairness, he was indeed making a good point. It just started weirdly. Proof that the pod is very much unscripted/unrehearsed/slightly chaotic www.ft.com/content/845a...
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Rebecca Spang @rlspang.bsky.social · 04/10/2026
Yes, this is one of the best things I have read about Maine in a long time. Be sure to study the map!
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Katie Martin @katie0martin.ft.com · 05/10/2026
never read the comments, apart from the funny ones. these are both in response to @robarmstrong.bsky.social and the first one is probably true
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Robert Armstrong @robarmstrong.bsky.social · 04/10/2026
Very good on Maine politics from Siona Jenkins: as.ft.com/r/852a7f57-e...
as.ft.com
A senate race runs through the Maine woods
In the heart of the state, a close-knit community is divided on the eve of the midterm elections
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Frank Pasquale @frankpasquale.bsky.social · 03/10/2026
“What is the Fed to do? Admit the reduced potency of their primary policy tool, hold rates steady and risk inflation running higher? Or hit housing and other cyclical sectors even harder, creating an even more lopsided economy?” www.ft.com/content/9f96...
ft.com
My mortgage is a problem for the Fed, and for America
Homeowners like me are staying put, the market is frozen and affordability is as ugly as it was in the housing bubble
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Robert Armstrong @robarmstrong.bsky.social · 02/10/2026
Donald Quintin, CEO Lone Star Funds, on why there are so few Private equity exits when there is plenty of buyers and capital around: *The sellers don't want to mark to market* as.ft.com/r/6eebca91-f...
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Katie Martin @katie0martin.ft.com · 02/10/2026
POD @emilydherbert.bsky.social came on with me and @robarmstrong.bsky.social to talk about the hyperscaler debt binge -bondmaxxing! -crowding out? -sniffing open.spotify.com/episode/3GKo...
open.spotify.com
Hyperscale my debt!
Unhedged · Episode
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Robert Armstrong @robarmstrong.bsky.social · 02/10/2026
my man
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Robert Armstrong @robarmstrong.bsky.social · 01/10/2026
Is it possible to dress better than this? No.
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Robert Armstrong @robarmstrong.bsky.social · 01/10/2026
I mean
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Robert Armstrong @robarmstrong.bsky.social · 01/10/2026
what a badass
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Katie Martin @katie0martin.ft.com · 01/10/2026
not now, BTPs, knock it off
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Robert Armstrong @robarmstrong.bsky.social · 01/10/2026
S&P 500 unchanged over three months -- with earnings expectations up and price/earnings multiples down. This is *exactly* what you would expect to happen when interestst rates are being driven higher by a mix of growth and inflation. Sometimes markets make sense.
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Robert Armstrong @robarmstrong.bsky.social · 01/10/2026
All true. FRED is brilliant.
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Auschwitz Memorial @auschwitzmemorial.bsky.social · 01/10/2026
1 October 1894 | A Polish Jew, Wolf Hercenberg, was born in Warsaw. He emigrated to France. In July 1942, he was deported to #Auschwitz. He did not survive. --- Video about the history of Auschwitz: youtu.be/Fxnl5HTygrs
Vintage black and white photo of a man wearing a boater hat and a dark suit, posing for the camera.
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Tony Tassell @tonytassell.bsky.social · 30/09/2026
one bear case here from the former bond king Bill Gross www.ft.com/content/c05f...
ft.com
Don’t own bonds and be cautious with stocks
Balance sheets have become unbalanced and growth in turn may suffer the consequences
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Academics Stand Against Poverty @acadsap.bsky.social · 30/09/2026
Join the 2026 Yale Global Justice Conference to explore “The New Infrastructure of Power: AI, Data & Global Inequality.” 📅 November 5–8, 2026 📍 November 6: Hybrid at Yale, New Haven 💻 November 5, 7–8: Online 📣 Call for participation: Submit your abstract by October 5, 2026 to tan.gurpinar@qu.edu.
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Robert Armstrong @robarmstrong.bsky.social · 30/09/2026
Y tho?
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Katie Martin @katie0martin.ft.com · 30/09/2026
POD me & @robarmstrong.bsky.social & @ncbrooker.bsky.social on STOCK PICKING and the FT's stock picking game, featuring -why is it so hard? -all hail the supermarket manager from Surrey -What's the point of all this anyway? -pesky kids open.spotify.com/episode/2itD...
open.spotify.com
An ode to stock picking
Unhedged · Episode
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Marisa Kabas @marisakabas.bsky.social · 29/09/2026
renaissance painting when the renaissance is really fucking stupid
senator schmitt and his two idiot staffers after making a generational fuck up
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Robert Armstrong @robarmstrong.bsky.social · 24/09/2026
If optimism about the future of the species is your problem, the comments section is your solution
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Katie Martin @katie0martin.ft.com · 23/09/2026
POD I wasn't around yesterday but @robarmstrong.bsky.social hosted an excellent Unhedged pod with @jprathbone.bsky.social about the *massive* shitshow unfolding in Turkish markets. Spivs, Ponzi schemes, the whole nine yards www.ft.com/content/4346...
ft.com
Turkish dismay
The ‘Ponzi-like scheme’ making waves on the Bosphorus
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Robert Armstrong @robarmstrong.bsky.social · 22/09/2026
explain to me like I am a six year old child why the democratic party would even consider, even for a millisecond, nominating a Californian candidate
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Robert Armstrong @robarmstrong.bsky.social · 22/09/2026
Old?
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Alan Beattie @alanbeattie.bsky.social · 22/09/2026
10/10, no notes
politico.eu
Lukashenko says Belarus doesn’t have enough potash for Trump
“Even if we wanted to supply [potash] to other, Western markets, we simply do not have those volumes,” said the Belarusian president.
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Robert Armstrong @robarmstrong.bsky.social · 21/09/2026
Ask Katie Martin and I all your market questions! We'll answer them, live and in person, on Thursday! www.ft.com/content/7997...
ft.com
Submit your questions: Where are the biggest market risks?
Join us for a live Ask an Expert Q&A with markets columnist Katie Martin and US financial commentator Robert Armstrong on Thursday September 24 at 1pm (BST)
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Robert Armstrong @robarmstrong.bsky.social · 20/09/2026
yessssss
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Giles Wilkes @gilesyb.bsky.social · 20/09/2026
surely someone has pointed this out
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Robert Armstrong @robarmstrong.bsky.social · 18/09/2026
Ph'nglui mglw'nafh Cthulhu R'lyeh wgah'nagl fhtagn!
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Robert Armstrong @robarmstrong.bsky.social · 18/09/2026
Something about that leek fills me with dread
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Robert Armstrong @robarmstrong.bsky.social · 18/09/2026
Stuff of nighmares. Lovecraftian.
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Katie Martin @katie0martin.ft.com · 18/09/2026
NORMAL POD The Fed has done a normal thing like a normal central bank. They're just normal central bankers. Phew. I discuss with a slightly sweary @robarmstrong.bsky.social, featuring -dots -Pound sand, Mr President -potatoes open.spotify.com/episode/50sx...
open.spotify.com
News alert: Fed acts normal
Unhedged · Episode
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Robert Armstrong @robarmstrong.bsky.social · 17/09/2026
Thanks Ray!
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Robert Armstrong @robarmstrong.bsky.social · 17/09/2026
High valuations are sustained by trust; trust is built on accountabulity; but AI companies won't hold themselves accountable as.ft.com/r/b63376a8-1...
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Philip Stafford @staffordphilip.bsky.social · 17/09/2026
OpenAI's explanation should be followed by reading @robarmstrong.bsky.social's shrewd column on Apple www.ft.com/content/2c34...
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John Reed @johnreedwrites.ft.com · 16/09/2026
Today's Janan Ganesh is 💯 as.ft.com/r/fcc14c9d-b...
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Robert Armstrong @robarmstrong.bsky.social · 16/09/2026
My lifelong dream -- turning the FT into a tabloid -- is realised:
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Katie Martin @katie0martin.ft.com · 16/09/2026
🤖 POD 🤖 @robarmstrong.bsky.social and I bow before our new robot overlords before they apparently kill us all How to trade the robot apocalypse Featuring: - bullshit - bad pronunciation (Rob) - bonds - pronouns - arm holes open.spotify.com/episode/7wtj...
open.spotify.com
Should markets discount the AI apocalypse?
Unhedged · Episode
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Robert Armstrong @robarmstrong.bsky.social · 15/09/2026
Cant rule it out
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Robert Armstrong @robarmstrong.bsky.social · 15/09/2026
We do have that tradition, but more in the private sector than the public sector
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Robert Armstrong @robarmstrong.bsky.social · 15/09/2026
How can you hope to control the bond market when you can't find a devent tailor! Look at those arm holes!
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Robert Armstrong @robarmstrong.bsky.social · 15/09/2026
A great mentor and role model!
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Tony Tassell @tonytassell.bsky.social · 15/09/2026
Big day at the FT - celebrating the 80th birthday of the great Martin Wolf. He has been with the FT for 39 yrs and will be here for a few more years yet. What people might not know is what an incredible colleague he is -so supportive and interested in all colleagues. He wants to hear from everyone
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Robert Armstrong @robarmstrong.bsky.social · 15/09/2026
its a hard job!
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Dario Perkins @darioperkins.bsky.social · 02/09/2026
Never forget: - when yields are rising, its A FISCAL CRISIS - when they are falling, A RECESSION IS COMING I dont make the rules
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Robert Armstrong @robarmstrong.bsky.social · 15/09/2026
Back to 4.99 -- crisis averted
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Robert Armstrong @robarmstrong.bsky.social · 14/09/2026
What happened here
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Julia Coronado @jc-econ.bsky.social · 14/09/2026
static.klipy.com
Sesame Street The Count
ALT: Sesame Street The Count
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Katie Martin @katie0martin.ft.com · 11/09/2026
the script writers are really out-doing themselves this season
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Katie Martin @katie0martin.ft.com · 11/09/2026
TFW you make a pod saying 'wowzer, oil at $105' and by the time you listen to it a few hours later it's at $109. me + @robarmstrong.bsky.social on oil, the yen, and egonomics. Featuring, of course, The House. www.ft.com/content/d4f7...
ft.com
Oil, yen and egonomics
The will of US policymakers vs the cold reality of markets
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