Hints and tips:
Related Special Reports
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...Curiously, though, the two-year yield was only up a smidgen. 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 your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How did JPM become so dominant?...
...And the last 10 years has just been amazing for America. So is the UK discount just one example of a kind of global discount?...
...The piece also contains this quite striking chart: More evidence of UK stock unpopularity comes from the monthly Bank of America global fund manager survey....
...Microsoft, Amazon, Alphabet and Meta are set to spend a combined $180bn on capex in 2024, a 27 per cent increase, according to Bank of America....
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...And a lot of people did, that actually, emerging markets central banks as a rule — there is exceptions, Turkey, whatever — but emerging markets central banks actually handled this last inflationary incident...
...Robert ArmstrongA lot of chip companies in Japan. Katie MartinA whole lot of chips. So the index went through 39,000 last week. Bank of America is saying it’s gonna hit 41 by the end of this year....
...Send me your sob stories: robert.armstrong@ft.com....
...Email us about anything else: robert.armstrong@ft.com and ethan.wu@ft.com. NYCB gets worse It is a sign of our times that a pretty big US bank is in deep crisis and nobody much cares....
...I’m reporter Ethan Wu here in the New York studio, joined by the man who is definitely not gonna blow up the US economy: Robert Armstrong. Robert ArmstrongYou sell me short, Ethan....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Two other recent examples are BP’s Deepwater Horizon crisis in 2010 and the Volkswagen Emissions Scandal of 2015; one might also think of the existential crises at Bank of America and UBS a decade and a...
...Email us: robert.Armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Is Arm really an AI stock? It’s been a big week for the chip designer Arm Holdings....
...Bank of America strategist Savita Subramanian made the case yesterday on CNBC....
...Email me your thoughts: robert.armstrong@ft.com. Exuberance revisited It was only two weeks ago that this column suggested that markets might be getting a bit giddy....
...But you can email us anytime: robert.armstrong@ft.com and ethan.wu@ft.com....
...Send us yours: robert.armstrong@ft.com and ethan.wu@ft.com. Five questions for 2024 For risk assets in the US, 2022 was terrible and 2023 was great....
...Robert ArmstrongYeah. It is an unfair advantage. Katie MartinI read a lot of them. What can I say? Ethan WuOK, so we have two votes for chatbot. That is, unfortunately, Bank of America....
...I’d be curious to hear your thoughts: robert.armstrong@ft.com....
...If you have one to suggest, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...The history of inflation in America is not a history of a line that goes straight up and then comes straight down. It is the history of lines that oscillate....
International Edition