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...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Waller cites two reasons for liking a bigger balance of bills....
...She’s in T-bills at 5.25 per cent right now. Pretty good deal. Or she could buy 10-year bonds at 4.55 per cent....
...Think about that: 2008, people lost their jobs, so of course they stopped paying the bills. Today, no one’s lost their job....
...(Ethan Wu) One good read Raging Bill....
...If this is the case, then the increase in r is not such bad news, as it comes with an increase in g....
...“The bill is coming due on a record amount of commercial real estate debt”, The Wall Street Journal blared this week. Fair enough....
...Email us about something else: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Wu & Armstrong) One good read China’s mosques....
...(Wu & Armstrong) One good read The Wu affair (no, not that Wu)....
...The bill for the freedom to take drugs is yet to be presented. Having made these scoldy and blue-nosed observations, I offer my approval of the great decriminalisation....
...Right now you have $5tn in short-term cash in the US, rolling Treasury bills, that can extend in duration and take more risk....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How far quantitative tightening can go If the market is to be believed, the Fed’s rate increases are done, or very nearly so....
...Many investors cannot freely substitute between rolling short-term bills and buying long-term bonds....
...Elaine MooreI’ve got some numbers that I think are less boring about Microsoft, which are the fact that it has a possible $29bn bill for back taxes. Robert ArmstrongWell, who doesn’t? Who among us?...
...It’s going to be hard to follow Reider, Olivier Blanchard and Bill Dudley. Let us know who you would like to hear from on future Fridays: robert.armstrong@ft.com and ethan.wu@ft.com....
...If you, too, are seeing the bright side in dark times, by all means email me: robert.armstrong@ft.com The long end looks (a little bit) better Last week the 10-year Treasury yield rose 29 basis points,...
...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....
...(Armstrong & Wu) One good read The liberal whisperer....
...Whenever anyone starts in with “I’ve been reading a lot of history lately…”, ask the waiter for the bill. And yet we must try to see as far ahead as we can....
...Wake us up with a bracing email: robert.armstrong@ft.com and ethan.wu@ft.com. CPI: just barely bad enough August’s CPI report wasn’t horrible....
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