Robert Armstrong

speaker
1,703 appearances 12 recordings 3 series first heard Oct 2025 last heard 17 Sep

Robert Armstrong’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
3 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 12 in all, peaking in Jan 2026 with 3.

Appearances

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You want, you know, in some dream world, you want low rates at the front of the curve in the short term.
And uh proportionately lower rates at the long end too.
Right, which means inflation expectations are under control.
And the funding costs for things like consumers' mortgages are under control.
But you kinda can't it's it's a struggle to have both, right?
Because if you loosen at the short end
The long end has a way of getting away from you.
So there's hard choices to make.
I mean, I think Scott Bassent is in a pretty tough position, being stuck between the bond market and the president of the United States.
I think it is it's a hot seat right now.
And I think the the the question has come up, and it's a very interesting and again not simple question.
Are Warsha and Basent on the same page?
Right.
Do they want the same things at the same time in the same way?
Or are they fundamentally at odds?
I would just note one thing.
Kevin Walsh has a long history.
of writing about one of the bad things he thinks central banks can do.
is enable governments to spend a lot of money.
And so this is one of the reasons he really hates QE and the big balance sheet.
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