Hints and tips:
...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. Shadowboxing with the term premium With 10-year yields now at 5 per cent, the rising term premium remains the talk of Wall Street....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Powell talks tighter financial conditions An economy in rude health buys a central bank time to wait....
...(Armstrong & Wu) One good read No one does media intrigue like Michael Wolff....
...Making (sound) waves in the woodlands of Tuscany Founded in 2014 by Lena Evstafieva and Jerome Hadley – a contemporary art collector and musician husband-and-wife team – Villa Lena has always proposed a...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Fed is done, probably The tightening cycle has come a long way in 14 short months, and yesterday, Jay Powell took stock....
...So do you think that Jerome Powell should just be sitting looking over bank earnings to decide what to do with rates going forward? Robert ArmstrongWell . . . I’ve . . ....
...But if you have a crisp account of what’s going on, send it to us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Tell us what we should be writing about: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. Shameless plug: Armstrong is the guest on this week’s Behind the Money podcast. Listen in and subscribe!...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Homebuilders, or, why we feel very dumb now Back in January, we wrote about our picks for the 2023 FT stock picking contest....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Armstrong & Wu) One good read Chat bots come for the sell side....
...and chair Jerome Powell will stop raising interest rates....
...Email us: robert.armstrong@ft.com & ethan.wu@ft.com....
...(Armstrong & Wu) One good read Japan can, and should, defend the yen....
...Let us know which you think is right: robert.armstrong@ft.com and ethan.wu@ft.com....
...A: Jerome Powell In current dollar GDP terms, how many Indonesias — to the nearest whole Indonesia — did China grow by between 2010 and 2020? A: Ten....
...“Someone described Ben Roberts-Smith to me as the Lance Armstrong of the Australian military. I think we must now take that as truth.”...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. We’re taking Monday off. While we’re away, read the FT’s Asset Management newsletter, which comes out on Mondays....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com The Fed doesn’t have a plan, and neither do you Jay Powell ruled out a plan the Fed never articulated, and markets rallied....
...Katie Martin(Laughter) Jerome, stop trying to make the pivot happen. Not sure that works....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Jay Powell does not know what is going to happen Fed chair Jay Powell said nothing new on Wednesday....
...The team are taking a rediscovered work by Anthony van Dyck, “Saint Jerome in the Wilderness”, thought to have been created in 1617 when the painter was just 17 or 18 years old, to Tefaf this March....
...Email us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. Can a recession be avoided?...
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