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...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...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....
...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
...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....
...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....
...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
...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....
...You mentioned US versus ex-US. There’s also the fact that the UK is full of smaller companies relative to the US....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...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 . . ....
...Second, can it replace us? Then, it is productivity-destroying and must be stopped at all costs. Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...[MUSIC PLAYING] One of the biggest US debuts in quite a while, it’s generated a lot of attention. And the question really for Reddit is, is it a good business and can it survive in Meta’s world?...
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...That would be markets columnist Katie Martin and US financial commentator Robert Armstrong. Robert ArmstrongGreetings....
...It’s US financial commentator and men’s style columnist Rob Armstrong. Robert Armstrong I was, you know, I was once a serious young journalist. Lilah Raptopoulos Oh, were you? Weren’t we all?...
...As we argued back in October, markets don’t understand war any better than the rest of us. Is this time different? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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...
...Send other reasons to be cheerful: robert.armstrong@ft.com. Rates will matter again before long The market doesn’t seem to care much about interest rates right now....
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