Robert Armstrong

speaker

1,703 appearances 12 recordings 3 series first heard Oct 2025 last heard 6d ago

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

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recordings per month · last 12 months

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

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Prof G Markets · Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters · 17 Sep 2026 podcast

private uh sales to final domestic private consumers, which is kind of GDP without the nonsense, is like three percent or something, best guess, right?

So you get three percent growth, you have three percent inflation, that means nominal growth of six percent.

You gotta

You're gonna you're gonna get higher rates.

You know what I mean?

So go through this part of it, but I wouldn't say it's the predominant part.

My I think the predominant part of it is.

In America and in the rest of the world, we're looking at inflation, and everyone knows central banks, including the Fed, are going to raise rates.

And that echoes down the interest rate curve to the long end.

So it's not that the world expects more inflation.

What the world is what the market is telling you is inflation pressures are high.

We think the central bank will get them under control by raising interest rates.

And therefore we in

Anticipation are, you know, uh selling 10-year bonds, the yield is going up.

So inflation is the main story, but I'm not one of the people who says growth has nothing to do with it.

Growth has something to do with it.

Do with it.

You know, and interestingly, Warsh didn't say, of course, inflation is part of the picture.

He used a euphemism.

You know, he said geopolitics is part of the tick picture.

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