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...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....
...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....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
..., the financial money supply, specifically....
...“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 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...
...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....
...LNG supply and demand forecasts are difficult to get right....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...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?...
...That is going on, and it’s not good, but the ability of trade to bounce back from US-China conflict and from supply chain disruptions is also pretty amazing....
...In response to rising prices, demand for corn fell last year for the first time in a decade — contracting nearly 3 per cent between 2022 and 2023....
...And we were in the grips of an account of inflation as largely demand-driven; it is increasingly clear now that supply was more important. Whatever our reasons (excuses?)...
...Email us: robert.Armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Friday interview: Dani Rodrik Dani Rodrik, the Harvard economist, is best known for his early critiques of unfettered globalisation....
...Unlike offices, which face a broad, long-term shortfall in demand, apartments are dealing with regional gluts in supply....
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