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Tuesday, 10 March, 2026

Markets
The thing that everyone expected to happen has happened
Trump wants the war to be over
Robert Armstrong
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Monday, 9 March, 2026

Markets
A bad jobs report
Plus, AI and productivity
Robert Armstrong
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Saturday, 7 March, 2026

Markets
Chart of the Week: Europe’s extra energy tax
A weaker euro deepens the pain from higher oil prices
Hakyung Kim
Friday, 6 March, 2026

Markets
Retail private credit is an unsolvable problem
Plus Korea’s rollercoaster market
Robert Armstrong
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Thursday, 5 March, 2026

Markets
On ignoring geopolitics, buying bubbles and hoarding gold
Insights from the UBS Investment Returns Yearbook
Robert Armstrong
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Wednesday, 4 March, 2026

Markets
War, oil, growth and inflation
Plus very very long-term interest rates
Hakyung Kim
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Tuesday, 3 March, 2026

Markets
What’s a safe asset now?
Most of the old standbys are not working
Katie Martin
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Monday, 2 March, 2026

Markets
The war and markets
Time is the crucial factor
Robert Armstrong
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Saturday, 28 February, 2026

Markets
Nvidia’s sales rocket while its shares flatline
Is there a limit to how big a company can get?
Robert Armstrong
Friday, 27 February, 2026

Markets
Global stock discounts vs US stock discounts
Plus the fall in Treasury yields
Robert Armstrong
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Thursday, 26 February, 2026

Markets
The Halo effect
Heavy asset, low obsolescence . . . high returns?
Robert Armstrong
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Wednesday, 25 February, 2026

Markets
The AI doomers aren’t done yet
Plus AMD and Meta
Robert Armstrong
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Tuesday, 24 February, 2026

Markets
The Citrini fuss exposes a market looking for an excuse to fall
Fear > insight
Robert Armstrong
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Monday, 23 February, 2026

Markets
Blue Owl and private credit’s structural problem
Troubles at New York-based asset manager are making investors nervous about the wider industry
Robert Armstrong
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Saturday, 21 February, 2026

Markets
Year of the equal-weighted S&P 500?
The tide has turned against the cap-weighted index
Hakyung Kim
Friday, 20 February, 2026

Markets
Nobody knows very much about where alpha comes from
Statistics > Theory
Robert Armstrong
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Thursday, 19 February, 2026

Markets
Dollar doldrums
We don’t believe in regime change, yet
Hakyung Kim
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Wednesday, 18 February, 2026

Markets
The software sell-off, part II
A new kind of competition?
Robert Armstrong
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Tuesday, 17 February, 2026

Markets
The housing market is not getting much better
And neither is inflation
Robert Armstrong
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Saturday, 14 February, 2026

Markets
A much-needed Beveridge
The signals that the Beveridge curve is sending about the US labour market
Hakyung Kim
Friday, 13 February, 2026

Markets
The software sell-off (part one)
It’s not a simple story
Robert Armstrong
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Thursday, 12 February, 2026

Markets
Reason for hope on jobs
Green shoots are in cyclical sectors
Robert Armstrong
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Wednesday, 11 February, 2026

Markets
The US consumer is slowing
But only a little
Robert Armstrong
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Tuesday, 10 February, 2026

Markets
Memory investors have forgotten the last cycle
Plus Takaichi and markets
Robert Armstrong
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Monday, 9 February, 2026

Markets
A chilly January in the job market
Plus, activism and AI in software
Hakyung Kim & Oliver Barnes
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