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...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....
...There’s a lot of talk about what is going on here. Ethan WuYeah, it’s monopolist. Yeah. It’s been sued. Robert Armstrong(Laughter) Yeah. China. No no, no....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
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...Robert Armstrong I mean, some things that are, I should mention a couple though, like Unilever is kind of attractive relative to the big American like laundry detergent conglomerates. Ethan WuYeah....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
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...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Steady our nerves: robert.armstrong@ft.com and ethan.wu@ft.com. Friday Interview: Philip Tetlock Philip Tetlock is one of the most influential social scientists in the world....
...But you can still, as a company, get away with a lot more in the States than you can elsewhere. Ethan WuI sense an Armstrong American exceptionalism rant coming....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. CPI: stuck If three data points make a trend, then US inflation looks stuck at 3 per cent....
...Curiously, though, the two-year yield was only up a smidgen. What is the long end trying to tell us? We try our hand at an answer below, but do chime in: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Wu & Armstrong) One good read Dan McCrum on the rise of Temu: “How does a $200bn company own less than $150mn worth of hard assets?”...
...Robert Armstrong is the FT’s US financial commentator Find out about our latest stories first — follow @financialtimesfashion on Instagram — and subscribe to our podcast Life and Art wherever you listen...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...Robert Armstrong Yes. I want to talk about a few other spooky things....
...Rob Armstrong, have a guess why. Have a guess what pushed it over the edge. Robert ArmstrongIs it Nvidia?...
...But all anyone in our business could talk about was whether a new journalism model was taking root. Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com....
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