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...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...And the other is Sysco, a company that supplies restaurants and industrial kitchens with like huge cans of tomato sauce....
...Supply is the key term here, the prosaic way to understand this, I think the correct way to understand this in terms of supply and demand....
...Let us know what you are watching and why: robert.armstrong@ft.com and ethan.wu@ft.com. Staples stocks as bond substitutes Sometimes I overthink things....
...Second, Opec+ supply curtailments have started to bite. Combined with strong demand making supply cuts more impactful, in March the cartel agreed to extend expiring supply cuts until June....
...I’m reporter Ethan Wu here in the New York studio, joined today by the leprechaun at the end of the rainbow, Robert Armstrong. Robert ArmstrongLarge bald leprechaun. (Ethan laughs) Rob Armstrong....
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...“Supply chain frictions resulting from the pandemic lockdowns and war in Ukraine, an energy crisis, surging inflation, tightening of monetary policy and several structural shortcomings — the list of crises...
..., the financial money supply, specifically....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...The truth of the matter is that in Europe, the UK and the US we have gone from a situation of extraordinarily rapid broad money supply growth to one in which the money supply is now contracting at the fastest...
...LNG supply and demand forecasts are difficult to get right....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...Maybe there’s more Treasury supply coming in the long end, so it is not only driven by what the Fed is doing, it is also driven by supply....
...Be careful out there, and email us: robert.armstrong@ft.com and ethan.wu@ft.com. A frozen spring for US housing The US economy continues to beat expectations and risk assets are doing great....
...But you can email us anytime: robert.armstrong@ft.com and ethan.wu@ft.com....
...The biggest risk is a supply response, new stores swooping in to compete for suburban dollars....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
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