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...As you can see at right, bank credit is still restricted, but spreads don’t care....
...She seems to have got fairly rich and just walked away and she never went to jail and we don’t . . . Robert ArmstrongYou say she, Tim, you say she. But I think we’re talking about you, Tim, aren’t we?...
...Email Robert at magazineletters@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...Robert ArmstrongYeah, right when Brexit happens. You have to ask an additional question. A, does Brexit have something to do with this? And B, does that make any sense? Ethan WuYeah. It’s irrational....
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
...But it lands differently when the candidate is Robert F Kennedy Jr....
...Either way, the FT reports that Shari Redstone, who controls the studio, doesn’t like the Apollo bid. Tough break for the rich guys in suits. Email me: robert.armstrong@ft.com....
...That is in line with current market expectations given that a default at Kemble earlier this month sent the price of a second-ranking “Class B” bond plunging to little over half of its face value....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...He’s like, guys, isn’t this crazy? Like talking into the camera. Don’t do that. Very annoying. Rob, short or long? Robert ArmstrongI’m gonna continue the theme that Anna brought up....
...Listen, don’t ask me, I don’t know. I don’t know. Robert ArmstrongYeah. Should we turn to Apple? Ethan WuLet’s turn to Apple. Robert ArmstrongOK....
...If this wasn’t provocative enough, bondholders were then told that they should brace themselves for haircuts....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...The £1.3bn of so-called class B debt, which is still inside the ringfence but has a lower-ranking claim on the company’s cash flows, could be hit with even deeper 35-40 per cent impairments....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Robert ArmstrongI’m gonna follow my controversial long cocoa position. Ethan WuBig Mo. Robert ArmstrongBig Mo. I said don’t mess with momentum....
...Joshua OliverRob, I couldn’t agree more. And doubly, if the listeners don’t know, Rob is about nine feet tall, so we should all have . . . Robert ArmstrongYeah....
...This is alarming, isn’t it? Robert ShrimsleyIt is....
...robert.shrimsley@ft.com...
...Robert Armstrong is the FT’s US financial commentator and writes the Unhedged newsletter Find out about our latest stories first — follow @financialtimesfashion on Instagram — and subscribe to our podcast...
...Robert Simons Leighton Buzzard, Bedfordshire, UK...
...Traders are marking a riskier £250mn “class B” bond at little over 60 pence in the pound....
...Robert ShrimsleyThere’s still 647 who haven’t sent these pictures....
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