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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....
...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert ArmstrongBecause whatever you might think about Brexit, let’s think about the biggest companies in the UK. Shell is an oil company. AstraZeneca, drug company. Unilever, consumer goods company....
...It is a lossmaking company....
...They will be made with blocks of expanded cork from the Portuguese company Corticeira Amorim....
...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....
...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....
...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....
...of the company....
...Email before 2pm eastern time with your predictions about whether the meeting will be hawkish or dovish: robert.armstrong@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How did JPM become so dominant?...
...Email me: robert.armstrong@ft.com UK stocks While this newsletter is, by mandate, focused on US, we do take regular excursions abroad, either because international markets throw light on the US or simply...
...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....
...It’s getting orders from, you know, everyone — governments, companies you name it....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong. . . there is this. You may not have heard of this company, OK, but there is this American computer chipmaker....
...Pemex, Mexico’s state-owned oil company, is curbing exports as part of a self-sufficiency push....
...The first is how much earnings these companies generate. Here, coming out of 2023, the wind seems to be at companies’ backs....
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