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...A 30-day free trial is available to everyone else. Just go to ft.com/unhedgedoffer. I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
...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....
...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....
...I’m reporter Ethan Wu here in the New York studio, joined by my boss Robert Armstrong, who despite not being a Reddit user, has just written two articles. Robert ArmstrongBut you are a Redditor....
...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....
...I’m Rob Armstrong in New York and I’m joined today by Josh Oliver in London....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...That’s a stock you would absolutely want to buy. Jason Gursky, who covers Boeing for Citigroup, walked me through the maths in a somewhat more disciplined way....
...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....
...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....
...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....
...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....
...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....
...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...
...Robert Armstrong I am a clothes nerd, but really only about men’s clothes....
...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 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....
...Rob Armstrong, have a guess why. Have a guess what pushed it over the edge. Robert ArmstrongIs it Nvidia?...
...Send me your thoughts: robert.armstrong@ft.com. Can spreads ever be too tight? To the extent that markets people are worried about an overheated market, their concerns are focused on US stocks....
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