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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....
...Second, Opec+ supply curtailments have started to bite. Combined with strong demand making supply cuts more impactful, in March the cartel agreed to extend expiring supply cuts until June....
...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
...Email us: 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....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...And the other is Sysco, a company that supplies restaurants and industrial kitchens with like huge cans of tomato sauce....
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...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....
...Email us your chocolate alternatives: 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....
...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....
...The biggest risk is a supply response, new stores swooping in to compete for suburban dollars....
...But send us an email first: robert.armstrong@ft.com and ethan.wu@ft.com. The Fed calls the top It’s over. The Federal Reserve says the rate cycle has peaked....
...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....
...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....
...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....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
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